Our passion is to help people make the best financial decisions so they can live the life they aspire to live

Striving to build a leading team of financial advisors and technologists to create the modern, all-in-one RIA and wealth management platform.

Backed by INDUSTRY OPERATORS FROM
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CULTURE AT SAVVY
venture capital investors
wealth management investors
Five leading firms with a combined AUM of over $200B
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Research & Investments Team

Alex Walajewsky

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Sr. Client Associate

David Gao

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Investment Operations Associate

Hillary Peterson

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Client Associate

Michael McCarthy

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Client Experience Lead

Meet the leadership team

Ritik Malhotra

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Co-Founder, CEO

Amir Har-El

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Head Of Operations

Rajat Deva

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Head of Marketing

Gwen Brinsmead

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Head of Product & Design

Steven Cherucheril

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Chief of Staff

Team

Anna Allender

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Strategic Growth Associate

Freddy Chen

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Software Engineer

RJ Cupelli

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Sr. Strategic Growth Manager

Jed Entin

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Revenue Operations Lead

GinaRose Galli

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Sr. Growth Manager

Chaya Greisman

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Software Engineer

Jamison Holt

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Software Engineer

Rory Houlding

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Lead Product Designer

Melina Iacovou

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Product Operations Lead

Ashley Keating

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Head of Client Marketing

Perry Klameta

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Sr. Strategic Growth Associate

Chae Kwon

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Product Designer

Andrew Moody

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Sr. Strategic Growth Associate

Rohan Reddy

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Software Engineer

Edwin Stanley

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Software Engineer

Eleni Stefano-poulos

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Sr. Strategic Growth Associate

Eric Uchoa

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Business Operations Lead

Alice Yu

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Business Operations Lead

Our values

01

Invent the Future

We actively shape the future and innovate where we see the greatest opportunities.

02

Get it Done

We help advisors and clients achieve their dreams. We focus on the finish line.

03

Unlock Everyone’s Potential

We believe everyone has untapped potential. We create the environment for each person to have the courage to grow and thrive.

FAQ

Headquarters: New York, NY

Company address: 36 E. 12th Street, Floor 2, New York, NY 10003

CEO: Ritik Malhotra

Founded: 2021

Founders: Ritik Malhotra, Muller Zhang

What is Savvy Wealth?

Savvy Wealth is a technology company that has developed a digital-first platform for financial advisors centered around modernizing human financial advice. Savvy Wealth is the parent company of Savvy Advisors inc. (“Savvy”) a registered investment advisor.  Financial advisors who partner with Savvy, leverage  Savvy Wealth’s purpose-built, technology-powered, integrated technology platform to help supercharge organic growth with cutting-edge software and marketing automation. Savvy Wealth's proprietary technology leverages automation to help empower Savvy advisors to increase efficiency, scale revenue faster and spend more time focused on their clients.  Follow Savvy on LinkedIn to stay up to date on the latest company news and updates.

How much does it cost to join Savvy as a financial advisor?

Joining Savvy Wealth as a financial advisor does not involve any direct costs. Savvy Wealth is an SEC-registered investment advisor that hires financial advisors as its employees under either a W2 or a 1099 arrangement, based on the most mutually beneficial structure for the advisor and the firm. As a Savvy financial advisor, you gain access to our proprietary technology platform and tools at no additional cost, empowering you to deliver superior financial advice and service to your clients.

How much does it cost to join Savvy Wealth as a client?

As a client, the cost of engaging with Savvy depends on the complexity of your financial needs and the types of services you choose. We offer flexible fee structures that cater to a variety of client needs, including one-time or ongoing financial planning & analysis, as well as full investment management services. Fees for investment management services are typically based on the value of assets under management. For further information regarding our fees please refer to Savvy’s Form ADV , Part 2A. Additionally You can view a full view of our range of products and services at www.savvywealth.com/services. If you're interested in becoming a client, simply leave your information at www.savvywealth.com/for-clients, and we'll get in touch with you to discuss the best options for your financial journey.

What is the benefit of technology-enabled wealth management?

Technology-first wealth management, like that offered at Savvy, streamlines financial advisory practice operations. It simplifies CRM, back-office tasks, client services, and marketing workflows. Additionally, automation enables rapid onboarding of new accounts, fast generation of client financial strategy recommendations, and efficient delivery of financial planning services.

How does Savvy streamline financial advisory practice operations?

Savvy streamlines operations by offering a comprehensive, technology-powered platform that handles tasks like CRM, back-office work, client services, and performance reporting. This allows advisors to focus on revenue-generating tasks and spend more quality time with their clients.

What tools and services does Savvy offer for lead generation and marketing?

Savvy provides a lead generation and marketing system to help advisors grow their client base. This includes personalized, multi-channel campaigns that can be delivered at scale, alongside professional marketing support.

How can financial advisors maximize their revenue and earning potential with Savvy?

Savvy offers advisors the opportunity to maximize their revenue and earning potential through competitive compensation structures and revenue participation earn-outs. With Savvy, financial advisors have the potential to boost their income significantly.

What financial planning services does Savvy offer to clients?

Savvy offers a wide range of financial planning services including retirement planning, estate planning, tax strategy, alternative investments, direct indexing, net worth tracking, the ability to manage and track held away accounts, and more. All services are personalized and aided by the power of cutting-edge technology to help provide an efficient and seamless client experience.

How is Savvy reshaping the wealth management industry?

Savvy’s goal is to reshape the wealth management industry by integrating advanced technology with human-centric advisory services. It is striving to set a new standard for wealth management with its vision of a future where services are seamlessly integrated, personalized, and focused on delivering extraordinary client experiences.