Meet the RIA

Meet the RIA: Savvy Wealth


Listen Later

Savvy Wealth Founder & CEO Ritik Malhotra shares the origin story behind the firm and the industry gap it set out to solve, along with how Savvy’s modern, tech-enabled model differs from a traditional RIA. He walks through how the platform equips advisors with digital tools, operational support, and independence, while still enabling highly personalized planning—especially for next-gen clients who expect both efficiency and customization.


...more
View all episodesView all episodes
Download on the App Store

Meet the RIABy Asset TV

  • 5
  • 5
  • 5
  • 5
  • 5

5

31 ratings