Savvy raises $100M Series C at $600M valuation, ARR racing past $100M

jfiance · x · 2026-09-17

Savvy, the AI platform that modern financial advisors run their practice on, closed an oversubscribed $100M Series C at a $600M valuation, led with participation from The House Fund.

Key numbers: $10M ARR at the start of 2025, on pace to pass $100M this year; advisor count doubled to 150+; client assets over $9B, 4x year-over-year, with $4B+ recruited in 2026 alone. Ranked #1 fastest-growing company in US financial services (No. 11 overall) by Inc. on three-year revenue growth of 13,086%. Founded by serial entrepreneur and Berkeley alum Ritik Malhotra.

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