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Savvy Wealth

AI-native wealth management platform giving independent financial advisors software for operations, compliance, marketing and client engagement.[1][2][4][7]

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2021 Founded1 Recorded event16 People on the graph1 News mention

Overview

Savvy Wealth is a New York City technology-enabled wealth management firm founded by Ritik Malhotra and Muller Zhang[1]. The company was established in 2021[2]. Savvy Wealth operates an AI-assisted digital-first platform designed for financial advisors[1].

Company about page states Savvy Wealth is headquartered in New York and lists 111 W 33rd Street, New York, New York 10001 [5]

Business address: 900 Broadway, New York, New York, 10003. [6]

Funding & milestones

1 events found for Savvy Wealth

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  1. Undated

Recorded history so far. Original currencies are preserved; amounts in different currencies are not added together. Debt, grants, acquisitions and listings are separate event types. Undated events appear last.

Leadership & org chart

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In the news

Backers

  • Thrive Capital

    NYC-based venture firm that builds and invests in internet, software, and technology-enabled companies

  • Thrive Capital

    Thrive Capital is an investment firm that builds and invests in internet, software, and technology-enabled companies.

  • Industry Ventures

    Industry Ventures is a venture capital firm founded in 2000 that manages $8+ billion in assets and invests across the venture lifecycle from seed-stage to late-stage companies and tech buyouts. The firm was acquired by Goldman Sachs in January 2026.

  • Vestigo Ventures

    Vestigo Ventures is a venture capital firm based in Kendall Square that invests in seed and series A companies developing AI and FinTech technologies.

  • Brewer Lane Ventures

    Brewer Lane Ventures is a venture capital firm that invests in financial services and healthcare technology companies. The firm provides capital, industry expertise, and network connections to support founders building companies in finance, insurance, and related sectors.

  • The House Fund

    The House Fund is a pre-seed and early-stage venture capital fund that invests in UC Berkeley alumni, faculty, and students, making investments up to $1 million at inception stage and up to $2 million in early-stage rounds.

  • Canvas Ventures

    Canvas Ventures is a venture studio that provides funding and capital solutions to early-stage companies and founders in Australia. The company partners with founders and startups to help develop and scale their businesses.

  • ECEuclidean Capital

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