# Savvy Wealth funding: rounds and investors > Savvy Wealth has raised $188M across 3 rounds since 2024. Investors include Alumni Ventures, Index Ventures and BoxGroup. Every round with its source. Source: https://millionrounds.com/company/savvy-wealth (Millionrounds; every figure on the page links to its filing or article) United States · [Series C startup](https://millionrounds.com/companies) # 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. AI Asset Management B2B Fintech Raised 2 months ago Follow Savvy Wealth and see its new rounds in your feed. [Start following](https://millionrounds.com/login?join=1&why=follow&next=%2Fcompany%2Fsavvy-wealth) Funding summary Updated 5 Nov 2026 **$188M** raised across 3 rounds since 2024, from 3 sources **$16M** Series A **$72M** Series B **$100M** Series C - **Latest round:** Series C, $100M Sept 2026 - **Led by:** The Halo Fund - **Step-up i:** 1.4× - **Investors:** 10 (1 led) See who backed them ## The funding story Each circle is a round, placed by date and sized by amount. The line above is the running total. 2025 2026 **$16M** Series A **$72M** Series B **$100M** Series C - **First round:** Series A, $16M - **Biggest round:** $100M - **Usual gap between rounds:** 14 months ## The rounds - **Sept 2026** Series C **$100M** *5 new* *5 returning* [The Halo Fund](https://millionrounds.com/fund/the-halo-fund) Lead [Alumni Ventures](https://millionrounds.com/fund/us-strategic-tech-fund-an-alumni-ventures-fund) [Index Ventures](https://millionrounds.com/fund/index-ventures) [BoxGroup](https://millionrounds.com/fund/boxgroup) [Thrive Capital](https://millionrounds.com/fund/thrive-capital-2) [Industry Ventures](https://millionrounds.com/fund/industry-ventures) [The House Fund](https://millionrounds.com/fund/the-house-fund) [Canvas Ventures](https://millionrounds.com/fund/canvas-fund) [Euclidean Capital](https://millionrounds.com/fund/euclidean-capital) [Vestigo Ventures](https://millionrounds.com/fund/vestigo-ventures) Reported by Ventureburn - **Jul 2025** Series B **$72M** *4 returning* [Alumni Ventures](https://millionrounds.com/fund/us-strategic-tech-fund-an-alumni-ventures-fund) [Index Ventures](https://millionrounds.com/fund/index-ventures) [BoxGroup](https://millionrounds.com/fund/boxgroup) [Thrive Capital](https://millionrounds.com/fund/thrive-capital-2) Source recorded - **Aug 2024** Series A **$16M** *5 new* [Alumni Ventures](https://millionrounds.com/fund/us-strategic-tech-fund-an-alumni-ventures-fund) [Index Ventures](https://millionrounds.com/fund/index-ventures) [BoxGroup](https://millionrounds.com/fund/boxgroup) [Thrive Capital](https://millionrounds.com/fund/thrive-capital-2) [The House Fund](https://millionrounds.com/fund/the-house-fund) Source recorded ## Founders and team From Savvy Wealth's own website: 1 founder, 6 on the team. **Ritik Malhotra** Founder & CEO - **Amir Har-El** Chief Operating Officer - **Anshul Sharma** Chief Investment Officer - **David Weiner** Chief Growth Officer - **Eric Hurkman** Chief Technology Officer - **Rasika Rajagopalan** VP of People and Talent - **Lisandra Wilmott** General Counsel ## 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 A** 2024 **Series B** 2025 **Series C** 2026 [Alumni Ventures](https://millionrounds.com/fund/us-strategic-tech-fund-an-alumni-ventures-fund) [Index Ventures](https://millionrounds.com/fund/index-ventures) [BoxGroup](https://millionrounds.com/fund/boxgroup) [Thrive Capital](https://millionrounds.com/fund/thrive-capital-2) [The House Fund](https://millionrounds.com/fund/the-house-fund) [The Halo Fund](https://millionrounds.com/fund/the-halo-fund) L [Industry Ventures](https://millionrounds.com/fund/industry-ventures) [Canvas Ventures](https://millionrounds.com/fund/canvas-fund) [Euclidean Capital](https://millionrounds.com/fund/euclidean-capital) [Vestigo Ventures](https://millionrounds.com/fund/vestigo-ventures) ## Everyone who backed them [Alumni Ventures](https://millionrounds.com/fund/us-strategic-tech-fund-an-alumni-ventures-fund) VC firm **3** rounds [Index Ventures](https://millionrounds.com/fund/index-ventures) VC firm **3** rounds [BoxGroup](https://millionrounds.com/fund/boxgroup) VC firm **3** rounds [Thrive Capital](https://millionrounds.com/fund/thrive-capital-2) Family office **3** rounds [The House Fund](https://millionrounds.com/fund/the-house-fund) Accelerator **2** rounds [The Halo Fund](https://millionrounds.com/fund/the-halo-fund) Investment firm **1** round, led 1 [Industry Ventures](https://millionrounds.com/fund/industry-ventures) VC firm **1** round [Canvas Ventures](https://millionrounds.com/fund/canvas-fund) VC firm **1** round [Euclidean Capital](https://millionrounds.com/fund/euclidean-capital) Family office **1** round [Vestigo Ventures](https://millionrounds.com/fund/vestigo-ventures) VC firm **1** round Missing a round, or an investor who was in one? [Tell us](https://millionrounds.com/corrections?slug=savvy-wealth). ## 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. [Max Mullen](https://millionrounds.com/fund/max-mullen) Angel Per its own site [Broadhaven Venture...](https://millionrounds.com/fund/broadhaven-venture) VC firm Per its own site [Position Ventures](https://millionrounds.com/fund/position-ventures) VC firm Per its own site ## Quick answers about Savvy Wealth ### 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. ### 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. ## Companies like Savvy Wealth In the same sector, and raised in the last eighteen months. 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