We help people make better financial decisions so they can live the life they aspire to live

We're building a world class team of wealth managers and technologists to deliver modern, human advice.

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Backed by INDUSTRY OPERATORS FROM
CULTURE AT SAVVY
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venture capital investors
wealth management investors
Five leading firms with a combined AUM of over $200B

Get to know our Savvy Advisors

We're a professional team of financial advisors, research analysts, and investment management operators helping clients across the United States achieve better financial outcomes.

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Littleton, CO

Cindy

Alvarez

Denver, CO

Craig

Austad

Charlotte, NC

Chase

Austin

Reno, NV

Joshua

Barone

Reno, NV

Robert

Barone

Westchester, NY

Josh

Bergman

Cincinnati, OH

Brent

Boden

West Chester, PA

Ryan

Bond

Round Rock, TX

Brian

Boswell

Rye, NY

Dan

Brady

Wichita, KS

Jason

Craine

Sergeant Bluff, IA

Adam

Dean

Denver, CO

Jacob

DuBose

Louisville, KY

Kristin V

Dunlevy

Orange County, CA

Scott

Eichler

Denver, CO

Colin

Farr

Minneapolis, MN

Matthew

Finley

Scottsdale, AZ

Jack

Fitzpatrick

West Orange, NJ

David

Gottlieb

New York City, NY

Louis

Green

Los Angeles, CA

Arynton

Hardy

Reno, NV

Eugene

Hoover

Minneapolis, MN

Scott

Jensen

Boston, MA

John

Khoury

Arlington Heights, IL

Eric

Kirste

Cincinnati, OH

Nate

Kunkel

Minneapolis, MN

Jacob

LaRue

Pleasanton, CA

Michael

Lambrecht

Las Vegas, NV

Tyson

Lokke

Indianapolis, IN

Steve

Marcou

Calabasas, CA

Drew

Martino

Manhattan Beach, CA

Nick

McLaughlin

Indianapolis, IN

Evan

Melching

Louisville, KY

Luis

Miletti Jr.

Los Angeles, CA

Brian

Mills

Cincinnati, OH

Brad

Morgan

Fort Lauderdale, FL

Michael

Most

Minneapolis, MN

Matt

Nelson

San Francisco, CA

Erin

Niehaus

Reno, NV

Andrea

Nolan

Cabot, AR

Dustin

Parsons

Denville, NJ

Eric

Passin

Atlanta, GA

Jeff

Peller

Minneapolis, MN

Aaron

Peloquin

Bellingham, WA

Dan

Perrino

Saint Petersburg, FL

Albert

Pinedo

Boise, ID

Frank

Remund

Central Valley, CA

Dustin

Roberts

Newport Beach, CA

Sam

Saleh

Lake Geneva, WI

Dave

Sharpe

Louisville, KY

Mike

Smith

Denver, CO

Michaela

Sullivan

Irvine, CA

Jared

Tanimoto

Noblesville, IN

Dustin

Thomas

Littleton, CO

Janelle

Van Meel

Del Mar, CA

Aaron

Wiegman

Meet the management team

Ritik Malhotra

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Founder & CEO

Amir Har-El

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Chief Operating Officer

Lisandra Wilmott

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Head of Legal and Compliance

David Weiner

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Chief Growth Officer

Eric Hurkman

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Chief Technology Officer

Steven Cherucheril

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Head of Business Development
and Strategy

Rajat Deva

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Head of Brand and Product Marketing

Alice Yu

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Head of Finance and Business Operations

Our values

01

Invent the Future

We actively shape the future and innovate where we see the greatest opportunities.

02

Get it Done

We help advisors and clients achieve their dreams. We focus on the finish line.

03

Unlock Everyone’s Potential

We believe everyone has untapped potential. We create the environment for each person to have the courage to grow and thrive.

FAQ

Headquarters: New York, NY

Company address: 900 Broadway, Suite 202, New York, NY 10003

Founders: Ritik Malhotra

CEO: Ritik Malhotra

Founded: 2021

What is Savvy Wealth?

Savvy Wealth is a technology company that has developed a digital-first platform for financial advisors centered around modernizing human financial advice. Savvy Wealth is the parent company of Savvy Advisors inc. (“Savvy”) a registered investment advisor.  Financial advisors who partner with Savvy, leverage  Savvy Wealth’s purpose-built, technology-powered, integrated technology platform to help supercharge organic growth with cutting-edge software and marketing automation. Savvy Wealth's proprietary technology leverages automation to help empower Savvy advisors to increase efficiency, scale revenue faster and spend more time focused on their clients.  Follow Savvy on LinkedIn to stay up to date on the latest company news and updates.

How much does it cost to join Savvy as a financial advisor?

Joining Savvy as a financial advisor does not involve any direct costs. Savvy Advisors Inc. is an SEC-registered investment advisor that hires financial advisors as its employees under either a W2 or a 1099 arrangement, based on the most mutually beneficial structure for the advisor and the firm. As a Savvy financial advisor, you gain access to our proprietary technology platform and tools at no additional cost, empowering you to deliver superior financial advice and service to your clients.

How much does it cost to join Savvy Wealth as a client?

As a client, the cost of engaging with Savvy depends on the complexity of your financial needs and the types of services you choose. We offer flexible fee structures that cater to a variety of client needs, including one-time or ongoing financial planning & analysis, as well as full investment management services. Fees for investment management services are typically based on the value of assets under management. For further information regarding our fees please refer to Savvy’s Form ADV , Part 2A. Additionally You can view a full view of our range of products and services at www.savvywealth.com/services. If you're interested in becoming a client, simply leave your information at www.savvywealth.com/for-clients, and we'll get in touch with you to discuss the best options for your financial journey.

What is the benefit of technology-enabled wealth management?

Technology-first wealth management, like that offered at Savvy, streamlines financial advisory practice operations. It simplifies CRM, back-office tasks, client services, and marketing workflows. Additionally, automation enables rapid onboarding of new accounts, fast generation of client financial strategy recommendations, and efficient delivery of financial planning services.

How does Savvy streamline financial advisory practice operations?

Savvy streamlines operations by offering a comprehensive, technology-powered platform that handles tasks like CRM, back-office work, client services, and performance reporting. This allows advisors to focus on revenue-generating tasks and spend more quality time with their clients.

What tools and services does Savvy offer for lead generation and marketing?

Savvy provides a lead generation and marketing system to help advisors grow their client base. This includes personalized, multi-channel campaigns that can be delivered at scale, alongside professional marketing support.

How can financial advisors maximize their revenue and earning potential with Savvy?

Savvy offers advisors the opportunity to maximize their revenue and earning potential through competitive compensation structures and revenue participation earn-outs. With Savvy, financial advisors have the potential to boost their income significantly.

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What financial planning services does Savvy offer to clients?

Savvy offers a wide range of financial planning services including retirement planning, estate planning, tax strategy, alternative investments, direct indexing, net worth tracking, the ability to manage and track held away accounts, and more. All services are personalized and aided by the power of cutting-edge technology to help provide an efficient and seamless client experience.

How is Savvy reshaping the wealth management industry?

Savvy’s goal is to reshape the wealth management industry by integrating advanced technology with human-centric advisory services. It is striving to set a new standard for wealth management with its vision of a future where services are seamlessly integrated, personalized, and focused on delivering extraordinary client experiences.

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