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AI wealth manager Savvy Wealth raises $100M at $600M valuation

Savvy Wealth, an AI-driven wealth management platform, announced a $100 million Series C funding round on September 10, boosting its valuation to $600 million. Halo Fund led the round, with participation from existing investors Thrive Capital, Industry Ventures, and Index Ventures. Total funding now exceeds $200 million. The new capital will fund expansion of its AI software for wealth advisors.

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