Ritik Malhotra of Savvy Wealth on RIA Stories
Ritik Malhotra of Savvy Wealth on RIA Stories from Resilient Advisor
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Savvy Wealth empowers Financial Advisors to build a technology driven advisory practice. Joining Savvy opens the door to scaling your practice, nurturing client connections, and optimizing your daily operations with ease. On this episode of RIA Stories Co-founder and CEO Ritik Malhotra breaks down the Savvy opportunity with Jay Coulter on the Resilient Advisor Podcast.Â
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Learn more about Savvy Wealth: https://www.savvywealth.com
Download the RIA Due Diligence Guide from Resilient Advisor: https://www.resilientadvisor.com/riastories
‍
Meet
Ritik Malhotra
Ritik is Founder & CEO at Savvy Wealth. When trying to find a financial advisor that offered a tech-forward, modern experience after selling two startups in his 20s, Ritik was compelled to found Savvy when he was unable to find what he was looking for. Since then, Ritik has built an AI-driven technology platform and $700M+ AUM firm that not only simplifies advisors' day to day, but also reduces friction in client engagement.
Ritik Malhotra of Savvy Wealth on RIA Stories
Ritik Malhotra of Savvy Wealth on RIA Stories from Resilient Advisor
‍
Savvy Wealth empowers Financial Advisors to build a technology driven advisory practice. Joining Savvy opens the door to scaling your practice, nurturing client connections, and optimizing your daily operations with ease. On this episode of RIA Stories Co-founder and CEO Ritik Malhotra breaks down the Savvy opportunity with Jay Coulter on the Resilient Advisor Podcast.Â
‍
Learn more about Savvy Wealth: https://www.savvywealth.com
Download the RIA Due Diligence Guide from Resilient Advisor: https://www.resilientadvisor.com/riastories
‍
Meet
Ritik Malhotra
Ritik is Founder & CEO at Savvy Wealth. When trying to find a financial advisor that offered a tech-forward, modern experience after selling two startups in his 20s, Ritik was compelled to found Savvy when he was unable to find what he was looking for. Since then, Ritik has built an AI-driven technology platform and $700M+ AUM firm that not only simplifies advisors' day to day, but also reduces friction in client engagement.
