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CEO Ritik Malhotra on VentureFizz podcast | Savvy

CEO Ritik Malhotra on VentureFizz podcast | Savvy

Episode #254 of The VentureFizz Podcast features Ritik Malhotra, Co-Founder & CEO of Savvy Wealth.

Entrepreneurship… is it something that is taught or is it just engrained into some people? Personally, I think the answer is both but in the case of Ritik, it is deeply rooted in his DNA.

His journey into entrepreneurship started in middle school when he built a successful web development & hosting business. He’s now a successful serial entrepreneur, as his last two companies were acquired by Box and Brex. Ritik’s next company, Savvy, could be his biggest success yet.

Savvy is a next-generation wealth management firm that supercharges its wealth managers with enhanced software, sales and marketing automation, and back office servicing. The company recently, announced a $7.3M seed round of funding co-led by Index Ventures and Thrive Capital.

In this episode of our podcast, we cover:

  • The benefits of having a waitlist before you launch your product.
  • How Ritik got involved in entrepreneurship and stories from his earlier companies.
  • His experience as a Thiel Fellow.
  • A look at his prior two companies, Stream & Elph, plus advice on the acquisition process.
  • All the details on Savvy and how they are disrupting the financial services industry.
  • Advice on applying to Y Combinator.
  • And so much more.

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