Savvy Wealth Stock

Savvy Wealth is a technology-driven wealth management firm with an emphasis on building software.

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About Savvy Wealth Stock

Savvy Wealth is a technology-driven wealth management firm with an emphasis on building software for clients and advisors. The company acquires traditional wealth management firms and supercharging with software to make dramatically more efficient and support more clients without adding additional headcount. Savvy Wealth is headquartered in New York, New York and was founded in 2021.

Funding History

February 2022$7.3M
November 2022$11.0M

Management

Founder and CEO

Ritik Malhotra

Engineer

Chris Wren

Press

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