Letter from our CEO

Growing up, I was fascinated by entrepreneurship and the idea of building something that could have a lasting impact. Over the years, as I built companies and worked alongside founders and financial advisors, I saw firsthand how complex wealth management really is, and how outdated many of the tools and processes were.

For many people, financial advice felt inaccessible or impersonal. And for advisors, the technology wasn’t keeping pace with the modern, digital-first world. That disconnect stuck with me. I believed there had to be a better way – one that gave advisors the tools they needed to serve clients at the highest level, and gave individuals the confidence that their wealth was being managed with both expertise and empathy.

That belief became the foundation for Savvy Wealth. I teamed up with an incredible group of leaders to create a platform that reimagines wealth management from the ground up – blending the personal relationships that matter most with the technology and transparency that today’s world demands. Our mission is simple but powerful: To redefine the future of wealth by giving advisors the tools to build stronger, smarter businesses.

At Savvy, our values guide how we build, how we serve, and how we show up for one another. We believe in inventing the future – not waiting for change to happen, but actively shaping it through innovation and bold ideas. We focus on getting it done, because our mission is ultimately about impact: helping advisors and clients achieve their goals and dreams. And we are committed to unlocking everyone’s potential – creating an environment where every member of our team can grow, thrive, and do the best work of their careers.

When we live these values every day, we don’t just build a stronger company – we build a culture that elevates our people and enriches the lives of the advisors and clients we serve. We’re moving fast, and we’re driven by passion, momentum, and ambition. Every day, we’re building a platform that we believe will transform wealth management for the better. I’m so excited to have you with us on this journey.

Let’s make it happen.
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Ritik Malhotra, CEO