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Savvy

New York, New York
Website:
https://www.savvywealth.com/
New York, New York
Website:
https://www.savvywealth.com/
Overview
Partner Testimonials
Team
Advisor Value Proposition
Financial & Operations
Mandatory Points of Alignment
Acquisition Model
Client Experience
Data Room
Leadership Interviews
Leadership Interview

Company Details

Approximate AUM
$1,740,000,000
Fee model
Fee Only Strict
Number of employees
127
Custodians
Schwab
Fidelity
Description

Savvy is a modern, tech-enabled Registered Investment Advisor (RIA) founded in 2022. The firm was launched by Ritik Malhotra, a seasoned entrepreneur who previously exited two technology companies. Motivated by his own search for a financial advisor, Ritik recognized the opportunity to reimagine wealth management—not by building tools for other firms, but by creating a client-first RIA that innovates across every aspect of an advisor’s role. Since its founding, Savvy has grown rapidly to over 60 advisors and manages more than $1.7 billion in assets under management, reflecting a 5x year-over-year growth.


Savvy delivers personalized, fiduciary advice through an integrated model that combines investment management, tax-aware strategies, estate and retirement planning, and a seamless digital experience. Its platform is designed to enhance—not replace—the advisor-client relationship, empowering advisors to spend more time with clients and less on administrative tasks. Distinct capabilities include direct indexing, ESG integration, and a deep in-house support team spanning investments, operations, marketing, and client service. At its core, Savvy is a forward-thinking, client-centric firm known for its independence, innovation, and commitment to helping individuals and families take control of their financial futures.

Locations

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Services Offered

Services Offered
Financial Planning
Portfolio Management
Estate Planning
Insurance
Qualified / Non Qualified Plans
Retirement / Income Planning
Tax Preparation
Mortgage services
Banking
Executive Compensation Planning
Family Office Services
Exit Planning / Investment Banking Services
Corporate Trustee Services
PEO
Sub Advisory Services to other advisors

Recent News

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Acquisitions

Number of Acqusitions

Success

Partner Success Story Data
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Advisor Value Proposition

Business Enhancements

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Planning Support

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Operational Support

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Expansion of Services

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Organic Growth

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Practice Management

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Organic Growth

Growth Channels
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Match confidence
N/a
video Overview
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00:53
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AUM Growth

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Technology

Overview

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Match confidence
N/a
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00:53
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Points of Alignment

Brand Adoption

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Client Experience

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Investment Management

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Practice Management

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Growth Profile

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Planning Recommendations

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Centralization of Operations

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Financial Decisions

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Match confidence
N/a
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Acquisition Model

Acquisition Type
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Earnout Availability
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Retention Terms
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Share Ongoing Economics
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Match confidence
N/a
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Client Experience

General Overview of Client Experience

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Planning Philosophy and Implementation

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Investment Management Philosophy

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Investment Management Implementation

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Investment Management Team

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Data Room

Investment Management
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Match confidence
N/a
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Savvy's Ideal Partner

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Fee Only Strict
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Schwab
Fidelity
Full Acquisition
Financial Planning
Portfolio Management
Estate Planning
Insurance
Qualified / Non Qualified Plans
Retirement / Income Planning
Tax Preparation
Mortgage services
Banking
Executive Compensation Planning
Family Office Services
Exit Planning / Investment Banking Services
Corporate Trustee Services
PEO
Sub Advisory Services to other advisors