Savvy Wealth will be at FUTUREPROOF 2024!

Huntington Beach, CA

September 15th-18th

Book a meeting with us at Futureproof

Savvy's team will be on the ground in Huntington Beach before and after main event days to meet with financial advisors and industry professionals.

Where to find us @

Stop by our booth in the FINTECH ALLEY, Section #900!
Near the Secondary Entrance across the street from the Hyatt Regency Huntington Beach Resort & Spa
Meetings are filling up quickly! Leave us your contact details for us to reach out to find a time to connect at the festival.

Meet With Savvy’s Team on the Ground

Savvy Wealth’s Leadership and Strategic Growth Teams will be onsite at the event

Ritik Malhotra

Co-Founder, CEO

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 McDaniel

Strategic Growth Manager

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 Entin

Head of Revenue Operations

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.

RJ Cupelli

Strategic Growth Manager

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 Cherucheril

Chief of Staff

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 Deva

Head of Marketing

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.