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.
Culture at Savvy
Alex Walajewsky
Sr. Client Associate
David Gao
Investment Operations Associate
Hillary Peterson
Client Associate
Michael McCarthy
Client Experience Lead
Ritik Malhotra
Co-Founder, CEO
Amir Har-El
Head Of Operations
Rajat Deva
Head of Marketing
Gwen Brinsmead
Head of Product & Design
Steven Cherucheril
Chief of Staff
Anna Allender
Strategic Growth Associate
Freddy Chen
Software Engineer
RJ Cupelli
Sr. Strategic Growth Manager
Jed Entin
Revenue Operations Lead
GinaRose Galli
Sr. Growth Manager
Chaya Greisman
Software Engineer
Jamison Holt
Software Engineer
Rory Houlding
Lead Product Designer
Melina Iacovou
Product Operations Lead
Ashley Keating
Head of Client Marketing
Perry Klameta
Sr. Strategic Growth Associate
Chae Kwon
Product Designer
Andrew Moody
Sr. Strategic Growth Associate
Rohan Reddy
Software Engineer
Edwin Stanley
Software Engineer
Eleni Stefano-poulos
Sr. Strategic Growth Associate
Eric Uchoa
Business Operations Lead
Alice Yu
Business Operations Lead
Our values
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