Savvy Wealth
Savvy Wealth provides AI-powered tools for independent financial advisors to automate onboarding, financial planning, and client communications. The company has raised $106M, including a Series B in July 2025, and employs 258 people.
The growth story
Savvy Wealth grew from 5 to 258 employees between 2021 and 2026, raising $106M along the way, most recently a Series B in July 2025.
About
Savvy Wealth builds software that helps financial advisors manage client accounts and communications. Its AI tools handle paperwork-heavy processes like account setup and ongoing planning, but don't replace human advisors. The platform is used by SEC-registered investment advisors.
The company reached 258 employees since its 2021 founding, with engineering as its largest department. Its $106M in funding suggests rapid scaling, with backers including A* and Brewer Lane Ventures.
Founders and leadership
Engineering is the largest function with 17 employees, indicating a product-focused build. The company has a young workforce with a median tenure of just one year, typical for a fast-growing startup.
The Savvy Wealth org chart
Ritik Malhotra (Founder & CEO) leads 60 mapped leaders with 5 direct reports. Click +N to expand a team; names link to the person’s public profile.
Departments, and which ones grew
Headcount by function: Finance 107 (+49% YoY), Marketing 41 (+86% YoY), Engineering 22 (+83% YoY), Business Development 20 (+33% YoY), Operations 12 (+200% YoY), Human Resources 11 (+267% YoY).
Talent flow
Savvy recruits heavily from traditional finance firms like Merrill Lynch (8 hires) and Northwestern Mutual (7). Its top talent sources also include fintechs like Compass (16 hires) and Farther (5). Alumni have gone to Ramp and other fintechs.
Most common previous employers of Savvy Wealth staff: Compass (16), Merrill Lynch (8), Northwestern Mutual (7), Farther (5), Charles Schwab (5), Fidelity Investments (5). Former Savvy Wealth employees most often moved to Ramp (2), Valon (1), Virio (1), Corient (1), Watershed (1), Meta Point Advisors (1).
Alumni worth knowing
Hiring now
Web traffic
Traffic mix: 62% direct, 30% search, 3% social, 0% paid.
What this company is made of
Most common skills at Savvy Wealth: Leadership (91), Microsoft Office (72), Microsoft Excel (66), Customer Service (66), Public Speaking (60), Project Management (59), Sales (56), Microsoft PowerPoint (55).
Where the team actually sits
Savvy Wealth people are concentrated in New York, United States (63), California, United States (14), New York City Metropolitan Area (14), Texas, United States (9).
Search footprint
Savvy Wealth attracts about 13,760 organic search visits a month, traffic worth roughly $109K a month if bought through ads. It gained 1,382 ranking keywords and lost 830 in the last period.
What employees say
- Compensation
- 4.60 / 5
- Career opportunities
- 4.90 / 5
- Senior management
- 4.80 / 5
- Work-life balance
- 4.60 / 5
Frequently asked
Savvy Wealth has 258 employees as of September 2026.
Savvy Wealth has raised $106M in total, most recently a Series B round in July 2025.
Savvy Wealth was founded in 2021 by Ritik Malhotra.
Ritik Malhotra (Founder & CEO) sits at the top of Savvy Wealth's reporting structure, with 5 direct reports.
The most common previous employers of current Savvy Wealth staff are Compass (16 people), Merrill Lynch (8 people), Northwestern Mutual (7 people).
Former Savvy Wealth employees most often move to Ramp (2), Valon (1), Virio (1).
Savvy Wealth attracts about 13,760 organic search visits a month, worth roughly $109K a month in equivalent ad spend.
The most common skills among Savvy Wealth staff are Leadership, Microsoft Office, Microsoft Excel, Customer Service, Public Speaking.
Savvy Wealth staff are concentrated in New York, United States (63), California, United States (14), New York City Metropolitan Area (14).
Savvy Wealth has about 107 people in Finance, up 49% over the past year, as of September 2026.
Savvy Wealth has about 41 people in Marketing, up 86% over the past year, as of September 2026.
Computed from 180 current and 57 former Savvy Wealth profiles, as of September 2026. Source: Crustdata.
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