United States · 
Who invested in Savvy Wealth?
Savvy Wealth's investors include Alumni Ventures, Index Ventures, BoxGroup, Thrive Capital and The House Fund, and 5 more on record. The Halo Fund led its latest round.
20252026
$16MSeries A$72MSeries B$100MSeries C
United States · Series C startup
Who invested in Savvy Wealth
3 rounds we have observed, with the 10 investors named in them. Every figure came from a named source, and where the company reported a raise to the SEC itself, that is shown beside it.
Raised 2 months ago
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Funding summaryUpdated 5 Nov 2026
$188Mraised across 3 rounds since 2024, from 3 sources
$16MSeries A$72MSeries B$100MSeries C
- Latest round
- Series C, $100MSept 2026
- Led by
- The Halo Fund
- Step-upi
- 1.4×
- Investors
- 10 (1 led)
The funding story
Each circle is a round, placed by date and sized by amount. The line above is the running total.
- First round
- Series A, $16M Aug 2024
- Biggest round
- $100M Series C · Sept 2026
- Usual gap between rounds
- 14 months the median of 2
The rounds
- Sept 2026Series C$100M5 new5 returning
The Halo FundLead
Alumni Ventures
Index Ventures
BoxGroup
Thrive Capital
Industry Ventures
The House Fund
Canvas Ventures
Euclidean Capital
Vestigo Ventures
Reported by Ventureburn
- Jul 2025
- Aug 2024
Founders and team
From Savvy Wealth's own website: 1 founder, 6 on the team.
Who was in which round
The busiest backers across the latest rounds. A filled square is a round they joined; a dark one, a round they led.
Series A2024Series B2025Series C2026Alumni VenturesIndex VenturesBoxGroupThrive CapitalThe House FundThe Halo FundLIndustry VenturesCanvas VenturesEuclidean CapitalVestigo Ventures
Alumni VenturesIndex VenturesBoxGroupThrive CapitalThe House FundThe Halo FundLIndustry VenturesCanvas VenturesEuclidean CapitalVestigo VenturesEveryone who backed them
Missing a round, or an investor who was in one? Tell us.
Also claim to have backed them
These 3 firms list Savvy Wealth as a portfolio company on their own websites, but no report of a round names them. They are the firms' own claims, kept apart from the rounds above.
Quick answers about Savvy Wealth
How much has Savvy Wealth raised?
Savvy Wealth has raised $188M across 3 rounds since 2024.
When did Savvy Wealth last raise?
Savvy Wealth's most recent round was a Series C of $100M in Sept 2026, led by The Halo Fund.
What was Savvy Wealth's biggest round?
Its most recent round, $100M in Sept 2026, is also its largest on record.
Who backed Savvy Wealth first?
Savvy Wealth's first round on record, in Aug 2024, was backed by Alumni Ventures, Index Ventures and BoxGroup and 2 others.
What stage is Savvy Wealth at?
Savvy Wealth's latest named round is a Series C, in Sept 2026.
Where is Savvy Wealth based?
Savvy Wealth is based in the United States.
Who led Savvy Wealth's rounds?
The Halo Fund led the Series C in 2026.
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