Savvy Wealth
New York, New York, United States
How Savvy Wealth hit $8.3M revenue with a 48 person team in 2023.
Savvy is a technology-driven wealth management firm that prioritizes the development of innovative software to enhance automation and efficiency for wealth managers. This emphasis allows wealth managers to concentrate on providing quality time and attention to their clients. The company's growth strategy involves acquiring traditional wealth management firms and leveraging its software to significantly boost their efficiency and client capacity without the need for additional staff.
2021
Founded
$8.3M
2023 Revenue
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YOY
$0
Funding
Savvy Wealth Revenue
In 2023, Savvy Wealth revenue run rate hit $8.3M in revenue.
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2023
Savvy Wealth hit $8.3M in revenue in 2023
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2021
Savvy Wealth launched in 2021 with $0 revenue
Savvy Wealth Funding History
No funding has been reported for Savvy Wealth yet.
Team
Savvy Wealth has 48 total employees.
| DISTRIBUTION | QTY |
|---|---|
| Total team size | 48 |
Founder / CEO
Ritik Malhotra
Q&A
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What's your age?
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Favorite online tool?
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Favorite book?
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Favorite CEO?
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Advice for 20 year old self
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Customers
Churn
Savvy Wealth Executives
| Name | Position | Working Email | Personal Email |
|---|---|---|---|
| Ritik Malhotra | CEO | - | - |
Savvy Wealth Employees
| Name | Position | Working Email | Personal Email |
|---|---|---|---|
| Ritik Malhotra | CEO | - | - |
Frequently Asked Questions about Savvy Wealth
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When was Savvy Wealth founded?
Savvy Wealth was founded in 2021.
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How much revenue does Savvy Wealth generate?
Savvy Wealth generates $8.3M in revenue.
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Who is the CEO of Savvy Wealth
The CEO of Savvy Wealth is Ritik Malhotra.
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How much funding does Savvy Wealth have?
Savvy Wealth raised $0.
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How many employees does Savvy Wealth have?
Savvy Wealth has 48 employees.
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Where is Savvy Wealth headquarters?
Savvy Wealth is headquartered at New York, New York, United States
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