Savvy Wealth, an AI-native registered investment advisor (RIA) for independent financial advisors, announced the successful close of its $100 million Series C funding round led by Halo Fund, the growth-stage venture firm co-founded by Qualtrics founder and Utah Jazz owner Ryan Smith and longtime Accel general partner Ryan Sweeney.

The round was oversubscribed, with participation from existing investors including Thrive Capital, Industry Ventures from Goldman Sachs, Canvas Prime, Index Ventures, House Fund, Euclidean Capital, Alumni Ventures, and Vestigo Ventures, the venture capital firm founded by former LPL Financial CEO and Chairman Mark Casady. This latest infusion of capital brings Savvy to over $200 million in total funding.