Ritik Malhotra

Ritik Malhotra, co-founder and CEO of Savvy, is at the forefront of the wealth management revolution, helping financial advisors transition to independence. He discusses the challenges advisors face during this shift and how technology can streamline their practices. Ritik also highlights the influence of private equity in the industry and the rise of independent registered investment advisors (RIAs). His insights on building a supportive platform for advisors emphasize the growing trend towards flexibility and client engagement in financial services.

Eden Ovadia, CEO of FINNY AI, specializes in AI productivity tools aimed at smart scheduling, while Ritik Malhotra, CEO of Savvy Wealth, focuses on email efficiency and noise cancellation. They reveal how AI tools like BlockIt and Fixer optimize email and scheduling tasks, helping executives reclaim their time. The discussion also touches on innovative note-taking apps, automated follow-ups, and the integration of various productivity platforms. Together, they share insights on enhancing workflow and communication in the fast-paced world of finance.

Ritik Malhotra, Founder and CEO of Savvy Wealth, discusses the journey towards advisor independence and the culture needed to support it. He shares insights from his background in tech and entrepreneurship, highlighting the challenges in wealth management that sparked his digital RIA platform. Ritik emphasizes the importance of evaluating independence partners and building strong practice cultures through defined values. He also delves into practical AI applications for advisors while underscoring the enduring value of human relationships in a tech-driven landscape.