Savvy Wealth

Savvy Wealth is a fintech company founded in 2021 that builds software for independent financial advisors. Its platform automates paperwork and document mailing, and unifies disconnected systems, addressing the finding that advisors spend roughly 70% of their time on administrative tasks rather than client work. The company has raised over $100 million and reports more than $4 billion in assets under management across its advisor partners.

The product focus is narrow and specific: reduce the administrative burden on wealth managers so they can devote more time to client relationships. Technical work spans wealth management technology, workflow automation, document management and fintech software platforms. The founding premise rests on customer discovery - founder Ritik conducted more than 100 interviews with financial advisors before building.

Savvy Wealth now partners with over 100 advisors across the United States. The company describes itself as mission-driven, with a stated design philosophy that technology should amplify rather than replace human connection between advisors and clients. It is backed by top-tier investors and has pursued a vision-to-scale growth trajectory since founding.