Savvy Wealth
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].
Funding
- Series B, $72M
with Brewer Lane Ventures, Canvas Ventures, Euclidean Capital, Industry Ventures, The House Fund, Thrive Capital, Vestigo Ventures
NYC headquarters
- Company about page states Savvy Wealth is headquartered in New York and lists 111 W 33rd Street, New York, New York 10001[5]
Backers
- FBrewer Lane Ventures
- FCanvas Ventures
- FEuclidean Capital
- FIndustry Ventures
- FThe House Fund
Thrive Capital
Thrive Capital is an investment firm that builds and invests in internet, software, and technology-enabled companies.
NYC-based venture firm that builds and invests in internet, software, and technology-enabled companies
- FVestigo Ventures
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