Ritik Malhotra
Founder & CEO
Savvy Wealth
Savvy Wealth provides a technology-driven wealth management platform that pairs independent fiduciary advisors with AI-powered tools to streamline operations and deliver personalized financial planning. The platform consolidates client accounts into a single view, automates back-office tasks, and offers services including investment management, tax optimization, and direct indexing, supporting over 150 advisors and $9 billion in assets under management.
- Financial Technology
- Artificial Intelligence
- Software Only
- Data & Analytics
- Enterprise Software
Updated 6 days ago
Funding
Raised to date
$205.8MRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
across 4 rounds
+8$100M · Series C
Announced Sep 2026
Disclosed cumulative: $205.8M
4/4
RoundDateAmountValuationInvestors
Founders
Product
Problem
High-net-worth individuals and families often receive fragmented financial advice from multiple providers, with investment management, tax planning, and estate strategies handled separately. Financial advisors are simultaneously burdened by administrative work, compliance tasks, and disconnected systems that reduce time available for direct client engagement.
Solution
Savvy delivers an intelligent wealth management platform that combines fiduciary-bound independent advisors with proprietary technology to streamline the delivery of financial advice. The platform aggregates all client accounts into a single digital view, enabling advisors to build customized plans aligned with each client's goals, risk tolerance, and life stage. Automated tools handle routine back-office tasks, CRM, compliance, and performance reporting, freeing advisors to focus on strategic guidance. Services span investment management, tax optimization, direct indexing, retirement and education planning, trust and estate strategies, risk management, and alternative investments. The platform's AI-enhanced analytics support proactive portfolio adjustments, tax-loss harvesting, and real-time progress tracking, while an in-house investment team provides institutional-grade intelligence.
Target Audience
Primary customers are high-net-worth individuals and families in the United States seeking comprehensive, personalized wealth management, as well as corporate employees and business owners requiring specialized planning. The platform also serves independent financial advisors who want to offload operational burdens while growing their practices.
Features
- Unified client dashboard consolidating assets from multiple custodians for a single, real-time financial picture
- Savvy Intelligence AI platform used by 150+ advisors for real-time planning scenarios, including Roth conversions and retirement readiness
- AI-powered analytics for portfolio construction, tax-loss harvesting, and risk assessment
- Automated workflow tools for CRM, compliance, and back-office operations, reporting gains of up to 19 hours per week for advisors
- Direct indexing and personalized index portfolios with automatic tax optimization
- Secure integration with major custodians including Fidelity and Charles Schwab for asset custody and execution
- Multi-channel lead generation and marketing automation to match clients with advisors based on focus areas
- In-house investment team with direct access to the Chief Investment Officer