CEO Ritik Malhotra on VentureFizz podcast

CEO Ritik Malhotra on VentureFizz podcast

By
VentureFizz Podcast
|
July 12, 2023

Episode #254 of The VentureFizz Podcast features Ritik Malhotra, Co-Founder & CEO of Savvy Wealth.

Entrepreneurship… is it something that is taught or is it just engrained into some people? Personally, I think the answer is both but in the case of Ritik, it is deeply rooted in his DNA.

His journey into entrepreneurship started in middle school when he built a successful web development & hosting business. He’s now a successful serial entrepreneur, as his last two companies were acquired by Box and Brex. Ritik’s next company, Savvy, could be his biggest success yet.

Savvy is a next-generation wealth management firm that supercharges its wealth managers with enhanced software, sales and marketing automation, and back office servicing. The company recently, announced a $7.3M seed round of funding co-led by Index Ventures and Thrive Capital.

In this episode of our podcast, we cover:

  • The benefits of having a waitlist before you launch your product.
  • How Ritik got involved in entrepreneurship and stories from his earlier companies.
  • His experience as a Thiel Fellow.
  • A look at his prior two companies, Stream & Elph, plus advice on the acquisition process.
  • All the details on Savvy and how they are disrupting the financial services industry.
  • Advice on applying to Y Combinator.
  • And so much more.

Listen on Spotify

Listen on Soundcloud

RELATED QUESTIONS
SHARE

Meet

Schedule a call today
Schedule a call todaySend an email

is an investment adviser representative with Savvy Advisors, Inc. (“Savvy Advisors”). Savvy Advisors is an SEC registered investment advisor. The views and opinions expressed herein are those of the speakers and authors and do not necessarily reflect the views or positions of Savvy Advisors. Information contained herein has been obtained from sources believed to be reliable, but are not assured as to accuracy.