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Ritik Malhotra

Founder & CEO at Savvy Wealth

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Overview

Ritik Malhotra is Founder & CEO at Savvy Wealth[1], a platform designed to support financial advisors with infrastructure, service, and tools for independent practice[2]. Malhotra has held several leadership roles in technology and fintech, including Director of Product Management at Brex from March 2019 to April 2021[5], Co-Founder & CEO of Elph from January 2018 to March 2019[6], and Product/Engineering Lead at Box from July 2014 to July 2017[7]. Earlier experience includes Co-Founder & CEO of Streem from June 2012 to May 2014[8] and Co-Founder of Silicon Valley Prep in March 2011[10]. Malhotra was a Thiel Fellow from June 2012 to May 2014[9] and has served as an angel investor since June 2014[4]. Educational background includes a Bachelor's Degree in Electrical Engineering & Computer Science from UC Berkeley[12] and participation in Y Combinator's Entrepreneurship program[11].

Profile introduction
Source excerptLinkedIn [2]

For financial advisors interested in partnering with Savvy, schedule a call at savvywealth.com. I built Savvy around one idea: make great financial advice
easier to deliver. We are the trusted partner for financial advisors, combining infrastructure, exceptional service, and intelligent tools - making independence simple and scalable.

Career history

  1. Founder & CEOJul 2021 to presentSavvy Wealth
  2. Angel InvestorJun 2014 to presentStartups
  3. Director, Product ManagementMar 2019 to Apr 2021Brex
  4. Co-Founder & CEOJan 2018 to Mar 2019Elph
  5. Product / Engineering LeadJul 2014 to Jul 2017Box
  6. Co-Founder & CEOJun 2012 to Jun 2014Streem
  7. Thiel FellowJun 2012 to May 2014The Thiel Foundation
  8. Co-FounderMar 2011 to Aug 2012Silicon Valley Prep

Education

  1. EntrepreneurshipY Combinator
  2. Bachelor’s Degree, Electrical Engineering & Computer ScienceUniversity of California, Berkeley
  3. High School Diploma at Lynbrook High School

In the news

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