Savvy Wealth has raised $100 million in a Series C funding round led by Halo Fund, with existing investors Thrive Capital, Industry Ventures and Index Ventures participating. The financing brings the AI wealth-management platform’s total funding above $200 million and lifts its valuation to $600 million. Savvy Wealth manages $9 billion in client assets, while its Savvy Intelligence platform uses large language models from OpenAI and Anthropic to train AI agents that integrate investment, tax and financial-planning data. The company said it will primarily use the new capital to expand software development for wealth advisers.