Milestone
Savvy Wealth closed a $100M Series C led by Halo Fund, with continued participation from Vestigo Ventures. The company is tracking towards $100M ARR with $9B AUM, up from $400M AUM a year earlier.
Savvy Wealth
Exit
Envestnet announced a definitive agreement to acquire Vestmark, a portfolio company where Dave Blundin serves as Chairman. Vestmark supports over $2 trillion in assets. The deal is expected to close in Q4 2026.
Vestmark
SEP 9, 2026