72: Y Combinator and Thiel Fellowship Alum Building Tech-Enabled Wealth Management Firm, Meet Savvy Wealth Co-Founder, CEO Ritik Malhotra

Oct 9, 2024

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Today’s guest, Ritik Malhotra, is the co-founder and CEO of Savvy Wealth, a Tech-Enabled Wealth Management Firm that surpassed $700 million in assets in just three years.

In this episode, Ritik and Stacy discuss:

Ritik’s backstory: How his obsession with coding (that started in elementary school) turned into a thriving business that funded his college education
How he became an exiting founder at just 21 years old
Lessons learned from raising a 26.M series A round: Why storytelling matters when fundraising
Why it pays to provide a modern, tech-forward experience as an advisor in 2024

More About Ritik Malhotra

Ritik Malhotra is the founder and CEO of Savvy Wealth, a digital-first platform for financial advisors centered around modernizing human financial advice. Savvy Wealth builds proprietary technology to empower advisors as its affiliate RIA Savvy Advisors to increase efficiency, automate mid-and-back office workflows and build stronger client relationship. A 32-year-old tech founder with 2 exits in his 20s, Malhotra was inspired to found Savvy Wealth after his second exit, and realized that today's advisors were not providing a modern, tech-forward experience. A YCombinator and Thiel Fellowship alum, Malhotra was named among the “Ten to Watch” in 2023 by WealthManagement.com, one of the most well-regarded publications in the wealth management space.

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