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Savvy Wealth is a technology company.
Savvy Wealth offers a digital-first platform designed to modernize human financial advice for advisors. This technology solution equips Registered Investment Advisors (RIAs) with comprehensive tools for financial planning, including retirement, estate, and tax strategies. It provides access to alternative investments and direct indexing, streamlining operations and enhancing client interactions.
Founded by CEO Ritik Malhotra, Savvy Wealth arose from his insight that the wealth management industry required significant modernization. Malhotra envisioned a platform seamlessly integrating technology with personalized human expertise, transforming financial advice delivery. This idea led to establishing Savvy Wealth.
Savvy Wealth primarily serves independent financial advisors and RIAs, providing essential infrastructure and tools for practice management and growth. The company's vision is to redefine human financial advice through technology, empowering these advisors. It seeks a future where sophisticated wealth management is more accessible and effective for professionals and clients.
Savvy Wealth has raised $113.3M across 5 funding rounds.
Savvy Wealth has raised $113.3M in total across 5 funding rounds.
Savvy Wealth has raised $113.3M in total across 5 funding rounds.
Savvy Wealth's investors include Industry Ventures, Alumni Ventures, Canvas Ventures, Chemistry VC, Collab+Currency, Foundation Capital, Founder Collective, North Island Ventures, Rock Ventures, The House Fund, Third Prime, Thrive Capital.
Savvy Wealth is a technology company that provides a digital-first platform for financial advisors, modernizing human financial advice through AI-powered tools, automation, and integrated services.[1][3][5] It empowers independent advisors to scale their practices by handling back-office workflows, CRM, marketing, client onboarding, and financial planning, while allowing them to focus on client relationships and revenue growth.[1][3][4] The platform serves financial advisors and their clients—primarily high-net-worth individuals seeking personalized fiduciary advice on investments, retirement, taxes, estate planning, and small business guidance—partnering with custodians like Charles Schwab for secure asset management.[2][4]
Founded in 2021, Savvy has shown strong growth: it raised Series A in 2022, expanded its U.S. advisor network by 2023, earned recognition as a top-growing platform in 2024, and secured Series B funding in 2025 to fuel further expansion, achieving over 700% growth in the prior 12 months.[1][3]
Savvy Wealth was founded in 2021 by a team of former founders and operators with experience starting and selling companies, plus building tech giants like Airbnb, Square, Robinhood, Facebook, and others.[1][3] The idea emerged from the gap between wealth management's purpose—delivering purposeful financial advice—and its outdated realities, aiming to blend technology, creativity, and human expertise to redefine the industry.[1]
Key early milestones include launching the first advisor cohort post-Series A in 2022, rolling out real-time financial tools and U.S. network expansion in 2023, rapid growth recognition in 2024, and Series B funding in 2025 to accelerate advisor onboarding and platform innovation.[1] CEO-led vision emphasizes amplifying human connection, with CTO Eric Hurkman (ex-Carta, Robinhood acquisitions) driving AI integration.[1][6]
Savvy Wealth rides the fintech wave of hybrid wealth management, merging digital efficiency with human fiduciary advice amid rising demand for personalized, tech-enhanced services post-robo-advisor era.[1][2][3] Timing aligns with AI maturation in finance, regulatory pushes for fiduciary standards, and advisors' shift from legacy systems to scalable platforms, fueled by aging populations needing retirement/estate planning.[2][4][6]
Market forces like custodian integrations (e.g., Schwab) and alternatives/direct indexing favor Savvy, enabling advisors to compete with wirehouses while serving HNW clients avoiding DIY tools.[2][4] It influences the ecosystem by onboarding independent advisors en masse, standardizing tech-driven practices, and setting benchmarks for AI-human synergy in a $100T+ wealth industry.[1][3][5]
Savvy Wealth is poised for explosive scaling post-Series B, targeting advisor network expansion, deeper AI features (e.g., predictive analytics, hyper-personalized planning), and potential RIA aggregator status.[1][3][6] Trends like AI democratization, regulatory tech mandates, and HNW wealth transfers ($84T by 2045) will propel it, alongside fintech consolidation.
Its influence may evolve into a dominant platform for 10,000+ advisors, blending tech scale with human trust—ultimately modernizing an industry long ripe for disruption, as its 700% growth trajectory signals.[3]
Savvy Wealth has raised $113.3M across 5 funding rounds. Most recently, it raised $72.0M Series B in July 2025.