Portfolio

Savvy Wealth

AI-optimized wealth management.

Why We Invested

Savvy Wealth is reinventing the wealth management industry, a sector that has been burdened by archaic processes and mountains of administrative work. Savvy Wealth’s AI-powered platform streamlines operations, automates time-consuming tasks, and provides advanced client management tools, allowing advisors to focus on building relationships and delivering personalized financial advice. The company's innovative platform addresses the growing demand for modern, efficient wealth management solutions in the rapidly expanding Registered Investment Advisor (RIA) market, projected to reach $21T in assets under management by 2025.

Fintech
AI-optimized wealth management.
Ritik Malhotra
Ritik Malhotra
Founder & CEO
Ritik Malhotra

Headquarters
New York, NY
Year founded
2021
Investment lead