Fundraising Fox

Savvy

Founded 2021 · 258 employees on LinkedIn · 8 known investors

Find your way into Savvy

398 people in our graph share verified history with the Savvy team — schools, employers, funds. One of them is your warm intro.

Mischa Vaughnunlockedknows Ritik Malhotra · together at Twitter (overlapped)
×8knows the team · via Intel Corporation
×2knows the team · via Twitter
knows the team · via Lynbrook High School

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.

FintechSaaS

Founders & leadership

Savvy was founded in 2021 by Ritik Malhotra.

RMRitik Malhotra
Ritik Malhotrain𝕏Founder & 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 · 8

Brewer Lane VenturesBoston
Canvas VenturesCampbell · $5M – $20M
Index VenturesSan Francisco · $540K – $10.8M
Position VenturesSan Franciscovia Jenny He · inferred
Vestigo VenturesCambridge · $1M – $5M
HousereportedBerkeley · $1M – $2M
Industry VenturesreportedSan Francisco · $250K – $50M
Thrive CapitalreportedNew York · $500K – $25M

In the news

Casady among backers as AI-powered Savvy Wealth raises $72M in Series B - InvestmentNewsinvestmentnews.com · Jul 2025Digital platform Savvy Wealth secures $72m in series B fundingfinance.yahoo.com · Jul 2025Savvy Wealth Raises $72M, Adds Mark Casady to Board of Directorswealthmanagement.com · Jul 2025Savvy Raises $30M in Fundingfinsmes.com · Jul 2023Savvy Cooperative Raises First VC Funding from Indie.vc | Healthcare IT Todayhealthcareittoday.com · Apr 2020

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 Brewer Lane Ventures, Canvas Ventures, Index Ventures, Position Ventures, Vestigo Ventures, House, Industry Ventures, Thrive Capital.