The Digital Advantage: Enhancing Client Engagement and Advisor Independence with Ritik Malhotra

This week, Jack Sharry talks with Ritik Malhotra, Founder & CEO of Savvy Wealth, a digital-first platform for financial advisors centered around modernizing human financial advice. Ritik shares how his frustration with outdated advisor technology pushed him to design an AI-powered platform that helps financial advisors grow, operate efficiently, and deliver better client experiences. He highlights how focusing on the advisor first, integrating AI into workflows, and reimagining client engagement can unlock scale and independence in wealth management.

In this episode:

(00:00) - Intro

(01:42) - Ritik's background and how he started Savvy Wealth

(04:43) - The business plan that launched Savvy in just three bullet points

(06:42) - How Savvy built and stress-tested the platform from the ground up

(11:34) - The $72 million Series B and what it means for Savvy

(13:43) - A look under the hood at how Savvy’s digital-first platform works

(16:18) - What’s next for Savvy

(19:58) - Ritik's key takeaways

(20:29) - Ritik's interests outside of work

Quotes