# Savvy Wealth

> Savvy Wealth combines proprietary advisor software with operations, compliance, marketing and investment support. Its affiliated SEC-registered adviser, Savvy Advisors, delivers human-led financial planning and investment management to individuals, families and business owners across the United States.

- **Founded:** 2021
- **Headquarters:** New York, United States
- **Founders:** Ritik Malhotra (Founder and CEO)
- **Products:** Savvy advisor platform, Savvy Intelligence and Financial Planning Agent, Savvy Wealth Investment Management (SWIM), Savvy Total Portfolios, Savvy Thematic Portfolio
- **Notable:** Raised $205.8 million across the documented seed, Series A tranches, Series B and Series C., September 2026 reporting describes more than 150 advisors and over $9 billion in AUM., SWIM reported adoption by more than 80% of its 130-plus advisors in June 2026.

## Products & services

- **Savvy advisor platform** — Integrated advisor dashboard, CRM, digital onboarding, workflows, household reporting and client portal, supported by operations, compliance and marketing teams.
- **Savvy Intelligence and Financial Planning Agent** — Launched April 16, 2026; connects household data for advisor-reviewed meeting preparation and planning analysis.
- **Savvy Wealth Investment Management (SWIM)** — Investment team supporting custom and turnkey portfolios, trading, rebalancing, direct indexing and alternatives.
- **Savvy Total Portfolios** — Actively managed risk-based core portfolios launched in January 2026.
- **Savvy Thematic Portfolio** — Satellite strategy launched in April 2026 with exposure to themes including AI, cybersecurity and resource scarcity.
- **Personal wealth advice** — Human-led financial planning and investment management, including retirement, tax strategy, estate coordination and held-away account tracking.
- **Savvy Custodial Platform** — Announced September 23, 2026; introducing-broker technology and services with Fidelity National Financial Services providing clearing, execution and custody. Outside RIA onboarding expected early-to-mid 2027; external pricing not finalized.

## Achievements

- Raised $205.8 million across the documented seed, Series A tranches, Series B and Series C.
- September 2026 reporting describes more than 150 advisors and over $9 billion in AUM.
- SWIM reported adoption by more than 80% of its 130-plus advisors in June 2026.

## Latest updates

- **2026-09** — Announced Savvy Custodial Platform on September 23 with NFS custody and clearing; outside RIAs can join a waitlist, with onboarding expected in 2027.
- **2026-09** — Announced $100 million Series C at $600 million valuation on September 9; forecast $100 million ARR by year-end, a forward-looking internal metric rather than achieved annual revenue.
- **2026-06** — Announced Savvy Total Portfolios and Savvy Thematic Portfolio; reported SWIM adoption above 80%.
- **2026-04** — Launched Savvy Intelligence and its Financial Planning Agent on April 16.

## Links

- Website: https://www.savvywealth.com/
- LinkedIn: https://www.linkedin.com/company/savvywealth/
- Twitter/X: https://twitter.com/SavvyWealthInc
- Instagram: https://www.instagram.com/savvywealth/
- Facebook: https://www.facebook.com/SavvyWealthInc/

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Profile page: https://yespress.io/savvy-wealth
Published by YesPress — https://yespress.io
Last updated: 2026-10-04