For Ritik Malhotra, founder and CEO of Savvy Wealth, building a tech-backed wealth management software provider wasn't just about building AI tools for the advisor, but also building the tools for ...

The wealth management sector is undergoing a technological revolution, integrating advanced systems into its operations. This transformation promises cost reductions, innovative business models, and ...

NEW YORK--(BUSINESS WIRE)--Savvy Wealth, a digital-first platform for financial advisors centered around modernizing human financial advice, today announced an additional $15.5 million funding round ...

NEW YORK--(BUSINESS WIRE)--Savvy Wealth Inc., a digital-first platform for financial advisors centered around modernizing human financial advice, today welcomes Eric Hurkman as its first chief ...

Savvy Advisors, a technology powered RIA firm, is starting the new year strong with a significant milestone, surpassing $1 billion in assets under management in 2024. The affiliated RIA of Savvy ...

Perspective 6 Wealth Advisors, a Minneapolis-based firm managing about $270 million in client assets, has departed Focus Financial Network to join Savvy Advisors. Savvy Advisors, the New York-based ...