/Companies

Savvy

Founded 2021 · 258 employees on LinkedIn · 11 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.

Founders & leadership

Savvy was founded in 2021 by Ritik Malhotra.

RMRitik Malhotra
Ritik MalhotraFounderFounder 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 · 11

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 BoxGroup, Brewer Lane Ventures, Canvas Ventures, Index Ventures, Position Ventures, Vestigo Ventures, Allianz Life Ventures, House and 3 more.