Savvy Wealth’s $100M Series C Values the AI-Native RIA Platform at $600M — Up 6.6x in 15 Months
Savvy Wealth closed a $100 million Series C led by Halo Fund, pushing its valuation to $600 million as its…
Tag: wealthtech
Aqua Raises $18.8M to Build the AI Layer Between Wealth Managers and Private Markets
NYC-based Aqua closed an $18.8 million seed-to-Series-A raise, backed by Google's AI Fund and Y Combinator, to give wealth managers,…
US Fintech Funding Just Had Its Best Quarter in Over a Year. Wealthtech Missed the Memo.
US fintech raised $16 billion across 445 deals in Q2 2026, its strongest quarter in over a year, but nearly…