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Savvy Wealth

Savvy Wealth is a New York–based fintech and RIA platform (founded 2021 by Ritik Malhotra & Muller Zhang) that integrates AI-powered advisor tools with in-house financial advisors.

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Contents

savvywealth.com
Is a
Organization
Organization
Company
Company

Company attributes

Industry
Wealth management
Wealth management
Financial technology
Financial technology
Artificial Intelligence (AI)
Artificial Intelligence (AI)
B2X
B2B
B2B
CEO
Ritik Malhotra
Ritik Malhotra
Founder
Ritik Malhotra
Ritik Malhotra
Number of Employees (Ranges)
51 – 200
Investors
‌
Euclidean Capital
Vestigo
Vestigo
Brewer Lane Ventures
Brewer Lane Ventures
Index Ventures
Index Ventures
Thrive Capital
Thrive Capital
Canvas Ventures
Canvas Ventures
SignalFire
SignalFire
The House Fund
The House Fund
...
Total Funding Amount (USD)
72,000,000
CTO
‌
Eric Hurkman
Latest Funding Type
Series B
Series B
Headquarters
New York
New York
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Timeline

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Funding Rounds

Products

Acquisitions

SBIR/STTR Awards

Patents

Further Resources

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Author
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Date
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References

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