Halo Fund | Activity | F4

Team Portfolio Raise Essays

F4/Halo Fund/Activity

Halo Fund Activity

Every public signal F4 has attached to this firm, with sources and cross-entity links.

Types

Time range

4 investments· AUG 2025 – SEP 2026Show all

Investment

Halo Fund led Savvy Wealth's $100M oversubscribed Series C round. Savvy is an AI-native registered investment adviser with $9B in AUM, 150+ advisors, and on pace to exceed $100M ARR. Existing investors Thrive Capital, Industry Ventures, Canvas Prime, Index Ventures also participated.

Savvy Wealth

Savvy Wealth Halo Fund

citybiz.coSEP 9, 2026

SEP 9, 2026

Investment

Led Flex's $70M Series B1, making Flex a unicorn at $1.2B valuation. Flex is an AI-native private banking platform for high-net-worth business owners.

Flex

fidelity.comJUL 2026

JUL 2026

Investment

Led $100M secondary sale of 1Password founders' stake at $6.8B valuation, contributing approximately $75M — the largest share in the transaction.

1Password

1Password Halo Fund

bloomberg.comOCT 2025

OCT 2025

Investment

Co-led Filevine's $400M equity financing round alongside Insight Partners and Accel — the largest raise in Utah history. Filevine builds AI-powered legal operating intelligence software.

Filevine

Filevine Halo Fund

linkedin.comAUG 2025

AUG 2025

New Fund

Ryan Smith and Ryan Sweeney launched Halo Experience Company (HxCo), a $1B target growth-stage tech fund focused on sports and entertainment technology convergence.

Halo Experience Company Fund I ($1B target)

axios.comAPR 8, 2025

sportsbusinessjournal.com

APR 8, 2025