We’re a Technology Driven Wealth Management Firm That Helps You Find the Right Advisor to Help You Achieve Your Financial Goals: Ritik Malhotra, Founder & CEO of Savvy

Savvy is a technology-first wealth management platform that integrates human financial advice with modern software tools. The firm describes itself as a digital platform that supports advisors through a single system for client onboarding, planning, communication, and investment management. Unlike many firms that retrofit old systems or add new tools to existing structures, Savvy was built from the ground up to bring all of an advisor’s daily work together in one place.

The firm emphasizes improving how advisors manage their practices. It streamlines tasks that can slow them down, such as compliance, documentation, scheduling, reporting, and portfolio management. These tasks may not be glamorous, but they directly affect the client experience. The firm believes that when advisors have the right tools, clients receive better information and more consistent care. This mix of simplicity, structure, and digital fluency has helped Savvy become a notable emerging name in wealth management.

Building a Platform That Works for Advisors

Wealth management firms have historically relied on a patchwork of different systems. Advisors often juggle separate tools for planning, trading, communication, and CRM tasks. Savvy set out to reduce that burden. It built a single platform that places these functions together so advisors can spend more time with clients and less time switching among programs. The firm describes its software as a way to help advisors work with clarity, and that mission has become a central part of its identity.

Savvy’s tools support planning, investment oversight, task management, and collaboration. Advisors today often work with clients who expect regular updates and easy access to information, and the firm’s platform helps meet those expectations without bogging down the workflow. It offers ways to organise documents, track household goals, and keep a clear record of client conversations. The system is structured but flexible, allowing advisors to adjust their approach to each client’s needs.

Savvy has also emphasised the importance of support systems that extend beyond software. The firm offers operational backing to help with transitions, administrative duties, and ongoing practice management. When advisors join the platform, they receive help moving their book of business, which can be a stressful process. The firm positions itself as a partner rather than simply a vendor, and that relationship has become part of its appeal. Advisory firms often describe technology as something that should disappear into the background while they focus on their clients, and Savvy tries to hold to that belief.

Understanding the Client Experience

Even though Savvy markets primarily to advisors, clients are ultimately the ones who feel the impact of the platform. The firm aims to support a client experience that is transparent, well structured, and easy to follow. Investors today want clear updates, clean dashboards, and the ability to see their goals progress in real time. Savvy’s platform aims to create this environment while keeping advisors central in the process.

Clients are able to receive planning documents, review their portfolios, and stay updated on changes through a unified portal. When an advisor presents a plan, the client can see how it fits into a broader picture of spending, saving, and long-term goals. This helps both sides maintain alignment. Lifelong financial planning relies on communication and trust, and Savvy has built tools that aim to support those qualities.

The firm also notes that clients benefit when advisors have more time to think clearly. Many advisors enter the profession because they want to guide families through life’s financial decisions. When they spend large parts of their day managing paperwork or tracking down information, that mission becomes harder. Savvy’s attempt to streamline the workflow is meant to give advisors room to deliver more thoughtful and consistent service.

How Savvy Shapes Industry Change

Savvy has attracted attention because it represents a modern direction for the industry. Wealth management remains a field where relationships matter, yet clients also expect digital access and well organised information. Savvy brings these expectations together by positioning itself as a hybrid of technology and human guidance.

The firm has grown steadily since launch, drawing advisors who want a platform that allows them to maintain independence while gaining support. Newer advisors see the structure as a way to build their practices with confidence, while experienced advisors appreciate the efficiency improvements. Savvy’s growth reflects a broader trend in wealth management. Investors want clarity. Advisors want simplicity. Firms that find a way to honour both sides tend to stand out.

Savvy also represents the growing role of independent advisory firms in the United States. Many advisors continue to leave wirehouses and large institutions because they seek more control over client service and business strategy. Savvy’s model appeals to these advisors because it offers independence with institutional level support. This balance has become increasingly desirable across the industry.

The firm continues to expand its capabilities and strengthen its infrastructure so it can support more advisors as it scales. Savvy’s progress has positioned it as an emerging name in wealth management and a firm worth watching as the industry shifts toward more integrated digital solutions.

How the Team Leads the Firm

While the wealth management market can be competitive, Savvy places importance on substance rather than speed. It focuses on improving its platform, expanding advisor support, and refining the overall experience. This approach suggests that Savvy is not focused on rapid disruption for its own sake. Instead, it aims to modernise financial advice in a measured way that respects the long-standing principles of the profession.

The firm acknowledges that advisors want stability as much as innovation. They want tools that work. They want clear processes. They want a partner that understands the day-to-day rhythm of financial planning. Savvy’s effort to bridge the gap between tradition and modern design gives it a distinctive place in the market.

Why Savvy Stands Out 

Savvy stands out because it is built for advisors who want a single home for their daily work. It avoids unnecessary complexity and keeps the experience focused on clarity. Instead of trying to reinvent the role of advisors, the firm supports the work they already do while simplifying the parts that typically slow them down.

Clients today want their financial lives presented in one place. They want to see where they stand, where they are headed, and have an advisor who guides them along the way. Savvy’s tools give advisors the ability to guide clients with confidence, while its streamlined workflow reflects a deep understanding of what fosters strong client relationships.

Ritik Malhotra, Founder & CEO, Savvy

Savvy stands out because it is built for advisors who want a single home for their daily work. It avoids unnecessary complexity and keeps the experience focused on clarity.