Savvy - Investment Advisers

About Savvy

Savvy Advisors is an investment adviser based in New York that operates as a technology and operations platform for independent financial advisors. The firm serves more than 150 affiliated advisors managing approximately $5 billion in regulatory assets. Rather than offering direct client advisory services, Savvy provides its advisors with compliance support, marketing assistance, and technology infrastructure to help them focus on client relationships while maintaining full ownership of their businesses and client data. Founded by Ritik Malhotra, a technology entrepreneur with experience at major fintech firms, Savvy incorporates artificial intelligence into its platform to enhance advisor efficiency and client engagement. The firm has approximately 170 employees and is led by a management team with deep backgrounds in wealth management, technology, and financial services operations.

Key Facts

Assets Under Management

$5B

Employees

170

SEC File Number

801-123656