Savvy

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Savvy is a technology-driven wealth management firm with an emphasis on building software to drive automation and efficiency for wealth managers so they can focus on what truly matters ⁠— quality time with clients. We are able to grow rapidly by acquiring traditional wealth management firms and supe... Read more

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Employees

11-50

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Ritik Malhotra
Founder & CEO

Ritik Malhotra

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Dan Perrino
Founding Principal, Wealth Manager
Daniel Brady
Founding Principal, Wealth Manager
Eric Kirste
Founding Principal, Wealth Manager
Amir Har-El
Head of Operations
Rajat Deva
Head of Marketing
Frank Remund
Principal Wealth Manager
Eleni Stefanopoulos
Strategic Growth
Eric Uchoa
Strategic Growth
Aaron Wiegman
Principal Wealth Manager
Som Mishra
Engineering
Brent Boden
Principal Wealth Manager
Rory Houlding
Lead Product Designer