Savvy Wealth

09/04/2026

After selling his cloud-storage startup Streem to Box in 2014, Ritik Malhotra was faced with newfound wealth. Working with a financial advisor for the first time, he quickly realized that the existing approach to wealth management predicated on reams of paperwork, fragmented software and manual processes was an outdated model for both the advisor and their clients.

In this Forbes daily cover story, Ritik shares why he founded Savvy Wealth to offer advisors and those they serve a better way forward.

Now, with more than 150 advisors managing more than $8 billion in assets, Savvy’s AI-native approach to financial advice has become an industry standard for those looking to practice on their own terms, empowered by technology that removes the middle- and back-office hurdles from the equation.

As the article states:

“The growth of artificial intelligence has put the would-be dinosaurs of wealth management—who employ hundreds of thousands of financial advisors and are responsible for $330 plus trillion in assets—on notice. … Savvy is part of a growing number of tech startups looking to empower financial advisors, rather than replace them.”

We couldn’t agree more.

Read the full article here for more on how Savvy is reimagining what a modern RIA looks like:

Artificial Intelligence was supposed to make financial advisors obsolete. Instead, it is helping them be more productive than ever.

09/03/2026

Women are reshaping the future of wealth, but too often remain constrained by restrictive contracts, limited ownership, and outdated career paths.

Join Lindsey Lewis, MBA, ChFC®, CFP® (The American College), Eden Ovadia (FINNY), and Breana McDaniel (Savvy Wealth) for a candid conversation on building more freedom, leverage, and opportunity for women in financial advice.

📍Savvy Wealth booth, Wednesday 9/16 @ 10:00am
RSVP: https://www.savvywealth.com/futureproof-2026

09/01/2026

Build your empire with Savvy ⚔️ Future Proof Festival is all about championing advisor independence, and independence, at its best, is ownership: your book, your clients, your equity. Your empire.

We can’t wait to see you there. Join us at our booth for sessions with some very good company, including:
Michael Kitces
Eden Ovadia
Lindsey Lewis, MBA, ChFC®, CFP®
James Cantwell 🎯
Breana McDaniel
Ritik Malhotra

Get the whole lineup and schedule here: https://www.savvywealth.com/futureproof-2026

09/01/2026

Our Future Proof theme this year is "Build your empire."

Future Proof is all about championing advisor independence, and independence, at its best, is ownership: your book, your clients, your equity. Your empire.

📍 See you there at the Savvy Wealth Booth #288, September 15–16 in Huntington Beach, CA

08/27/2026

We're honored to be named one of Fortune's Best Small Workplaces in the U.S.!

Recognition like this isn't about a list — it's about the team behind it.
From day one, we've bet that the best way to reinvent wealth management is to assemble a team that invents the future rather than waits for it, builds it together, and gets a little better every day. That's the same team showing up for our advisors and their clients every day.

There's never been a better time to be part of what we're building. The best chapters are still ahead. If you want to help write them, we're hiring.

Come build with us: savvywealth.com/careers

08/21/2026

Our CIO Anshul Sharma was quoted in Reuters on the Treasury’s decision to double buyback sizes for long-dated bonds as the 30-year Treasury yield hit its highest level since 2007.

While the move could help provide some near-term support to the long end of the market, Anshul pointed out that it doesn’t change the bigger picture around deficits, inflation or Treasury supply.

More importantly, he added that the move signals the Treasury “has tools available and is willing to use them when market conditions warrant.”

Read the full article here👇
https://www.reuters.com/world/us-treasury-double-sizes-some-debt-buyback-operations-least-4-billion-2026-08-19/

08/20/2026

The new savvywealth.com is live. We rebuilt it around where we've evolved as a brand: the trusted partner for independent advisors. You'll find a cleaner design, advisor outcomes front and center, and a site organized around how advisors actually work with us.

Take a look.

08/20/2026

As investors look beyond traditional public markets, advisors are facing new questions around how to build portfolios that balance diversification, personalization and access to emerging opportunities.

Our CIO Anshul Sharma spoke with Citywire-Pro-Buyer about how Savvy is thinking about constructing the next generation of portfolios to meet investors’ needs, from expanding access to private markets and building more personalized allocations and identifying high-upside opportunities across the AI ecosystem.

Anshul shares his approach to building frameworks around these emerging opportunities and looking beyond the headlines to identify potential across the market.

Read the full feature here 👇
https://hubs.la/Q04tB7C_0

08/13/2026

Most investors watch their portfolio dip and do nothing. But market volatility isn't just a risk, it's an opportunity.

Ryan Garland breaks down how tax loss harvesting works and when to use it:
→ How to offset gains (and up to $3K of ordinary income) with realized losses
→ The 61-day wash sale rule — and how to stay compliant
→ Why direct indexing unlocks harvesting opportunities that ETFs simply can't
→ When the strategy isn't worth it

During the April 2025 tariff selloff, 497 of 500 S&P 500 stocks dropped an average of 8%. Investors in standard ETFs couldn't capture a single loss. Those with direct indexing accounts did.

The difference between a good year and a great after-tax year is strategy.

Explore how tax loss harvesting works and how to keep more of your investment gains.

08/11/2026

Savvy Wealth has been named the #1 Fastest-Growing Financial Services Company in America on the 2026 Inc. 5000 list, and #11 among all private companies in the country.

The list ranks companies on revenue growth from 2022 to 2025. We grew 13,086%. Savvy exists because independent financial advisors were handed a choice between owning their business and having the resources to grow it.

We're building the firm where that tradeoff goes away. Let’s keep building the future advisors deserve!

Read more on the Savvy blog: https://hubs.la/Q04syL2h0
See the full 2026 Inc. 5000 list: https://hubs.la/Q04syzBV0