Meet the RIA: Savvy Wealth
About this episode
Ritik Malhotra discusses Savvy Wealth's AI-native technology and its impact on financial planning and client service.
Ritik Malhotra, Founder and CEO of Savvy Wealth, discusses the launch of Savvy Intelligence and explains how an AI-native technology stack helps advisors streamline financial planning, automate complex analysis, and deliver more personalized client service. He also shares early adoption results, the firm’s advisor-driven product development approach, and why AI is designed to enhance—not replace—the advisor-client relationship.
More episodes of Meet the RIA
- Meet the RIA: Johnson Investment Counsel
- Meet the RIA: WE Family Offices
- Meet the RIA: Robertson Stephens
- Meet the RIA: Activest Wealth Management
- Meet the RIA: Hightower Advisors
- Meet the RIA: Rose Capital Advisors
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