Savvy Wealth will be at FUTUREPROOF 2024!

Ritik is Founder & CEO at Savvy Wealth. When trying to find a financial advisor that offered a tech-forward, modern experience after selling two startups in his 20s, Ritik was compelled to found Savvy when he was unable to find what he was looking for. Since then, Ritik has built an AI-driven technology platform and $700M+ AUM firm that not only simplifies advisors' day to day, but also reduces friction in client engagement.

Bre is a Sr. Strategic Growth Manager at Savvy, bringing over five years of experience in the business strategy space, most recently at Compass Real Estate. She helps advisors drive business growth through building a deep understanding of their strategic initiatives. Bre is a proud wife and mother, and passionate about helping women achieve their goals at home and in their career.

Jed heads up Revenue Operations for Savvy Wealth, helping scale Savvy's GTM strategy and operations. Jed has spent 10+ years in fintech working across engineering, data, and operations roles. He is helping scale Savvy's recruiting function and create a seamless onboarding experience for advisors.

R.J. joined Savvy as a Sr. Strategic Growth Manager in 2024, after successful Sales and GTM roles at Asana & LinkedIn. He helps prospective advisors and advisory teams understand the value that leveraging the Savvy platform will provide their clients, while helping them ensure they’re able to deliver against their financial growth goals.

Steven is the Chief of Staff & General Manager of Advisor Growth at Savvy, bringing over 7 years of cexperience across software and venture backed businesses. At Savvy, Steven works across the entire business supporting advisor growth, investor relations, strategic planning, and business operations.

Rajat leads Marketing across all advisor and client initiatives at Savvy, bringing over 12 years of experience from payments and fintech companies including Visa, Square/Block, and Brex. He is responsible for driving go to market strategy and execution, from demand gen channel experimentation to product, press, and feature launches.