savvy

Savvy Wealth operates as a registered investment advisor providing a proprietary tech platform, client portal, and back-office support for independent financial advisors. Founded by Ritik Malhotra, the company targets the wealth management industry by partnering with experienced advisors who manage their books under their own brand or Savvy's. Savvy earns a percentage of the assets managed while handling operations, marketing, and investment management.

Artificial intelligence is integrated into both its products and internal operations. Savvy launched Savvy Intelligence in April 2026, an AI tool designed for wealth managers to view a client's complete financial picture. Internally, employees use Claude, supported by an AI enablement team and a RevOps organization that builds internal agents.

Savvy employs over 170 people as a Series C company with $200 million raised. The open job listings indicate that the company is hiring for strategy, operations, application, and AI security roles. These positions include manager and staff seniority levels, located at the New York City office with remote work options.