Ritik Malhotra
@RitikM
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Founder/CEO @savvywealthinc, two startups acquired, YC alum, angel in 20+ startups, always building things.
Manhattan, NY
Joined February 2011
Congrats @CharleyMa and @MahdiRazaMR! Founders - these two are excellent value-add investors that use prior operating experience to provide great advice and introductions. Highly recommend!
Excited to finally share what @MahdiRazaMR and I have been building for the past few years! We’re thrilled to debut @exponentcap and announce that we’ve closed $75M for fund 2. TLDR - we write lead / co-lead checks from pre-seed to early A, NYC based, thematic generalists
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Super cool - congrats @noor_siddiqui_!
Exciting news from @OrchidInc! Today, we're announcing the world's first whole genome embryo reports. This is a massive upgrade – 100x the amount of data – and a major leap in reproductive tech. And the best part, it's now available at IVF centers across the nation.
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🏠Announcing our $115M pre-seed & early-stage Fund III for @Cal founders🍄🧵 https://t.co/IOqZq7BBVd
Announcing our new $115M pre-seed and early-stage Fund III—dedicated to startups from the remarkable 600,000-person-strong @Cal network, based in Berkeley and worldwide.🧵 https://t.co/JRyYSaHpvy
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We're thrilled to welcome Frank Remund, EA, CFP, to Savvy as a Principal Wealth Manager! Frank's expertise will help us grow our digital-first platform built to cater to the unique needs of high-net-worth investors. More in today's announcement: https://t.co/Y1nVxJQquD
businesswire.com
National RIA Savvy Advisors Inc. continues its strong recruiting spree by welcoming Frank Remund to its growing team of advisors.
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Super excited to announce our AI-Powered Advisor Platform! Read more in our latest launch coverage: https://t.co/RCagyzKMNc If you're a financial advisor and want to learn more, DM me or reach out at
savvywealth.com
Elevate your advisory services with all-in-one financial planning software. Find everything you need for your practice with Savvy Wealth.
1/ Today, we introduce a new era of wealth management with Savvy Wealth’s AI-Powered Advisor Platform designed for modern financial advisors 🚀
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1/ 🚀Introducing Savvy Direct Indexing - a personalized index portfolio with automatic tax-loss harvesting built-in. Boost potential after-tax returns on your taxable accounts: https://t.co/jo6u15G1xe
#SavvyDirectIndexing #Investing
savvywealth.com
Boost potential after-tax returns with a personalized index portfolio & automatic tax-loss harvesting. Get started with a Savvy Wealth financial advisor today.
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Our very own @RitikM sits down with @RIAIntel to talk shop on what it means to build a digital-first wealth management platform that puts the advisor-client relationship first 🧵 https://t.co/5MGiADfUI2
institutionalinvestor.com
Ritik Malhotra has been busy since the summer of 2021. During that time, the co-founder and CEO of Savvy Wealth has hired six advisors, grown the firm’s team from two to 27, raised $18 million in...
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Super excited to have Brad at @SavvyWealthInc! Proven leader in the wealth mgmt industry with 32yrs of experience. Exciting times - we've crossed $100M AUM in 5mos & built a robust tech platform that provides a better experience for advisors and clients to work together! 🚀
Today we're thrilled to welcome Brad Weber to our founding class of financial advisors 🎉A truly seasoned industry veteran who has already leveraged his deep expertise to bring our firm to over $100M in AUM. Onward! https://t.co/0Ll3LfcgWf
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Digital RIA Savvy attracts $11 million in venture capital as it launches advisory firm with set of proprietary technology built entirely in-house https://t.co/lT8LiqdZqn
#InvestmentNews @ryanWneal
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New York-based RIA @SavvyWealthInc has raised $11 million in a Series A-1 funding round led by venture capital firm @TheHouseVC
https://t.co/O0QwHL7U6j
wealthmanagement.com
It represents one recent example of venture capital’s bet on the human side of wealth management.
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If you are a financial advisor with an existing book ready to take the next step to 10x your growth and potential, we are hiring additional Principal Wealth Managers. Apply here: https://t.co/INXVefXntw Or sign up on our page: https://t.co/QlWnexMOsp Or drop me a DM!
savvywealth.com
Elevate your advisory services with all-in-one financial planning software. Find everything you need for your practice with Savvy Wealth.
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We believe the future of financial advice is still human-centric, backed by modern technology that streamlines CRM, compliance, financial planning, investment management, back-office operations, lead generation, marketing, and more.
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This slows down entrepreneurial advisors, forces them to spend too much time on non-revenue generating tasks, and not nearly enough time with their own clients.
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Our vision at Savvy is to modernize human financial advice through technology. Wealth management is a $500B+ industry that continues to be rife with red tape and legacy processes.
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I’m excited to announce that we’ve closed $11M in Series A-1 funding for @SavvyWealthInc, led by @TheHouseVC and supported by @IndexVentures, @ThriveCapital, @BrewerLaneVC and notable others! Great coverage on the round by @wealth_mgmt: https://t.co/xBWLmYFH2b 🧵👇
wealthmanagement.com
It represents one recent example of venture capital’s bet on the human side of wealth management.
We're very excited to announce we've closed $11M in Series A-1 funding, led by @TheHouseVC and supported by @IndexVentures, @ThriveCapital, @BrewerLaneVC and many others to build out our vision to modernize human financial advice! https://t.co/nbbSAWNoOK
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Retail investors have to wait years, sometimes even decades, to invest in the best tech companies. I’m happy to support Destiny in helping individuals own a stake in the future today – not tomorrow. https://t.co/jD7B9PDRx1
#dxyz #destiny
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We’re celebrating our Series D today and looking forward to helping more developers build more amazing things in our mission to democratize video (and we’re looking for amazing people to join us!) https://t.co/DEF0iCXRUX
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In 2011, we gave talented young people $100k to work on something cool instead of attending college. Larry Summers called it “the most misdirected piece of philanthropy” ever.
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Mux raises $37M Series C as its API-based video-streaming service scales https://t.co/NK3QhH5bWa by @alex
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