Savvy was founded by Ritik Malhotra in 2021.

Who are Savvy's investors?

Savvy's investors include Alumni Ventures, BoxGroup, Brewer Lane Ventures, Canvas Ventures, Index Ventures, Position Ventures, Vestigo Ventures, Allianz Life Ventures and 5 more.

Savvy

Founded 2021 · 258 employees on LinkedIn · 13 known investors

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Savvy provides investment management and financial advisory services, pairing clients with independent fiduciary advisors supported by an in-house investment team and technology platform. It handles portfolio construction, risk management, and tax-aware implementation for individual clients, and also offers a platform for financial advisors.

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Founders & leadership

Savvy was founded in 2021 by Ritik Malhotra.

Ritik Malhotra Founder & CEOFounder of Savvy, an SEC-registered wealth management platform that provides financial advisors with technology infrastructure and advisory tools for serving high-net-worth clients.

Investors · 13

Alumni Ventureslisted by Alumni VenturesManchester · $100K – $10M

BoxGrouplisted by BoxGroupNew York · $250K – $1M

How we know: boxgroup.com · open dataset · 5k.vc investor directory · Not right? Tell us

Brewer Lane Ventureslisted by Brewer Lane VenturesBoston

How we know: funding news · the VCSheet dataset · Not right? Tell us

Canvas Ventureslisted by Canvas VenturesPortola Valley · $5M – $20M

How we know: Canvas Ventures's portfolio page · a partner's Signal profile · funding news · open dataset · 5k.vc investor directory · Not right? Tell us

Index Ventureslisted by Index VenturesSan Francisco · $540K – $10.8M

How we know: Index Ventures's portfolio page · Not right? Tell us

Position Ventureslisted by Position VenturesSan Franciscovia Jenny He · inferred

How we know: Position Ventures's portfolio page · Not right? Tell us

Vestigo Ventureslisted by Vestigo VenturesCambridge · $1M – $5M

How we know: a partner's Signal profile · funding news · the VCSheet dataset · Not right? Tell us

Allianz Life VenturesreportedMinneapolis · $1M – $5M

How we know: open dataset · 5k.vc investor directory · Not right? Tell us

ChemistryreportedSan Francisco

How we know: a partner's Signal profile · Not right? Tell us

HousereportedBerkeley · $1M – $2M

How we know: a partner's Signal profile · funding news · Not right? Tell us

Indie.vcreportedSalt Lake City · $250K – $2M

How we know: press coverage · Not right? Tell us

Industry VenturesreportedSan Francisco · $250K – $50M

How we know: funding news · open dataset · 5k.vc investor directory · Not right? Tell us

Thrive CapitalreportedNew York · $500K – $25M

How we know: a partner's Signal profile · funding news · Not right? Tell us

Frequently asked questions

What does Savvy do?: Savvy provides investment management and financial advisory services, pairing clients with independent fiduciary advisors supported by an in-house investment team and technology platform. It handles portfolio construction, risk management, and tax-aware implementation for individual clients, and also offers a platform for financial advisors.
Who founded Savvy?: Savvy was founded by Ritik Malhotra in 2021.
Who are Savvy's investors?: Savvy's investors include Alumni Ventures, BoxGroup, Brewer Lane Ventures, Canvas Ventures, Index Ventures, Position Ventures, Vestigo Ventures, Allianz Life Ventures and 5 more.