Website
https://www.savvywealth.com
Social links: 
  
  
  
Tags
wealth management
fintech

VCID: 9013194
Profile

Corporate information

Official name
Savvy Wealth Inc

Registration country
Investment activity status
Active investor

Company type

Next-generation wealth management firm that supercharges its wealth managers with enhanced software, sales and marketing automation.

Overview

Savvy is the next-generation wealth management firm that supercharges its wealth managers with enhanced software, sales and marketing automation, and back office servicing. Its team is dedicated to providing growth opportunities for wealth managers by building software that drives automation and efficiency so wealth managers can have greater bandwidth to focus on client services and growing revenue. Savvy was founded by Ritik Malhotra and Muller Zhang who bring over a decade of experience starting, growing, and selling technology companies.