Savvy Wealth
AI-powered RIA platform for independent advisors
Savvy Wealth runs an AI-augmented platform and affiliated RIA for independent advisors, with its Savvy Intelligence engine providing agents across CRM, investments, tax and planning. It bundles direct indexing, planning, tax filing and alternatives with back-office support.
GAII take
Vertically integrated AI-native RIA model; advisor recruitment, not software, is the main scaling constraint.
Vertically integrated AI-native RIA model; advisor recruitment, not software, is the main scaling constraint.
- Website
- savvywealth.com
- Headquarters
- North America
- Founded
- 2021
- Company type
- Scale-up
- Funding
- $200M · Series C+
- Latest round
- Series C · $100M · Sep 2026
- Status
- Active
- Founders
- Ritik Malhotra
- Investors
- Halo Fund, Thrive Capital, Industry Ventures, Index Ventures, Canvas Ventures, Euclidean Capital
- Buyer
- Wealth managers & RIAsRetail investors
- Asset class
- Multi-asset
- Workflow
- Portfolio constructionReporting & IR
- Ai capability
- Agents & automation
- Delivery
- SaaS applicationManaged service / fund
GAII ID GAII-T0379 · Updated 2026-10-22 · Compiled from public sources for educational and informational purposes. Not investment advice.