Savvy Wealth will be at FUTUREPROOF Citywide 2025 ⭐

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 $1.3B+ AUM firm that not only simplifies advisors' day to day, but also reduces friction in client engagement.

David is a dynamic, inspirational, lead-by-example executive who believes that investment in people, culture, and innovation are at the core of what propels companies forward. Excels in building, managing & scaling high growth sales teams, combining hands-on tactical execution with action-oriented strategic thinking to drive rapid revenue growth.  He particularly loves the intersection of legacy industries, digital transformation and helping small business owners.

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.

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.

Jacqueline is a Strategic Growth Lead at Savvy and oversees External Recruiting Partnerships. As Savvy's first Strategic Growth Associate, she played a pivotal role in shaping the firm's advisor recruitment efforts, helping to refine strategies and build a strong foundation for future growth. She is passionate about helping financial advisors evaluate if Savvy is the right fit for them and their clients.

Eleni is an accomplished recruiter with over a decade of experience specializing in matching top talent with exciting opportunities in the financial industry. She has a proven track record of success, consistently exceeding performance quotas and building strong relationships with both candidates and firms. Eleni is currently a Senior Strategic Growth Associate at Savvy Wealth, where she focuses on connecting experienced financial advisors with rewarding roles at Savvy.