Savvy Wealth

About Savvy Wealth

Savvy Wealth is a financial technology firm that provides an integrated, AI-native platform for independent financial advisors. The company was founded in 2021 by Ritik Malhotra, a serial tech entrepreneur who, after two successful company exits, identified a significant technology gap in the wealth management sector. Malhotra, a Y Combinator and Thiel Fellowship alum, was inspired by observing financial advisors being hindered by fragmented, outdated systems and manual administrative tasks.

The firm operates with a dual structure: Savvy Wealth, Inc. is the parent technology company, while Savvy Advisors, Inc. is its affiliated, SEC-registered investment adviser (RIA). This model allows Savvy to offer a comprehensive solution that combines proprietary technology with full back-office support, including compliance, operations, and marketing. By partnering with Savvy, independent advisors gain access to an all-in-one operating system designed to automate workflows and scale their practices efficiently.

The platform's core features leverage artificial intelligence to streamline critical advisor functions. This includes automating new account onboarding, modeling financial planning scenarios, conducting tax analysis, and managing personalized client communications. It is important to note the AI is a tool for the advisor to enhance efficiency and is not intended for direct client interaction or to provide investment advice. The platform also offers centralized investment management services, tax-aware portfolio management, and access to alternative investments.

Savvy Wealth has demonstrated significant growth, underscored by several successful funding rounds. The company has raised over $200 million in total, including a $72 million Series B round and a $100 million Series C round announced in September 2026. This has enabled the firm to expand its platform, attract a growing number of advisory teams, and increase its assets under management to over $8 billion as of mid-2026.