About Savvy Wealth
Savvy Wealth is a Technology company based in United States founded in 2005 by Ritik Malhotra. Online wealth management and advisory services are provided to individuals. Savvy Wealth has raised $205.8 million across 5 funding rounds from investors including Opendoor, Figma and Instacart. Its chief executive, as recorded, is Ritik Malhotra. Its website savvywealth.com draws about 23 thousand monthly visits. Savvy Wealth offers products and services including Savvy Dashboard, Financial Planning, and Investment Management. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Financial Planners and Advisors. Its competitors include The Tifin Group, Ascensus and Learnvest; 2 of its 3 listed competitors have raised funding.
Company details
Savvy Wealth was founded in 2005 in the United States as an online platform focused on wealth management and financial advisory for individuals. Operations center on goal-based financial planning, with a client portal used for tracking portfolio performance. Services encompass cash flow analysis, tax optimization strategies, and access to alternative investments, all managed digitally for user convenience.
- Headquarters United States
- Founders Ritik Malhotra
- SectorsTechnology
- Email••••••••
- Website savvywealth.com
- Social LinkedIn X Instagram
- Total Equity Funding$205.8M (USD)
in 5 rounds
- Latest Funding Round$100M (USD), Series C
Sep 2026
- InvestorsOpendoor
& 23 more
Products & Services of Savvy Wealth
Savvy Wealth offers a comprehensive portfolio of products and services, including Savvy Dashboard, Financial Planning, and Investment Management.
Platform for tracking investments and monitoring financial progress.
Service for creating personalized financial strategies and plans.
Management of investments tailored to individual risk tolerance.
Funding Insights of Savvy Wealth
Savvy Wealth has successfully raised a total of $205.8M across 5 strategic funding rounds. The most recent funding activity was a Series C round of $100 million completed in September 2026. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $205.8M
- Total Rounds 5
- Last Round Series C — $100M
- First Round $7.3M
(Feb 2022)
- Investors Count 24
All 5 funding rounds of Savvy Wealth with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Sep 2026 | $100M | Series C | – | The Halo Fund | |
| Jul 2025 | $72M | Series B | – | Industry Ventures | |
| Aug 2024 | $15.5M | Series A | – | Canvas Ventures | |
| Nov 2022 | $11M | Series A | – | The University of California | |
| Feb 2022 | $7.3M | Seed | – | Index Ventures, Thrive Capital |
24 investors in total: 23 institutional and 1 angel.
Investors in Savvy Wealth
Savvy Wealth has secured backing from 24 investors, including venture fund, institutional, and angel investors. Prominent investors backing the company include Opendoor, Figma and Instacart.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
VC firm making early stage investment in tech companies in the US | 2013 | canvas.vc | Portola Valley, United States | |
Early-stage technology startups are invested in by Thrive Capital. | thrivecap.com | New York, United States | ||
| brewerlane.com | ||||
Venture capital investments in technology startups and entrepreneurs. | indexventures.com | |||
Seed-stage investments in US tech companies are targeted. | thehouse.fund | Berkeley, United States | ||
Venture capital investing and portfolio management services for accredited investors. | av.vc | |||
Venture capital is provided to technology companies by the firm. | iconiqgrowth.com | San Francisco, United States | ||
Venture capital firm investing in tech sectors | operatorpartners.com | New York, United States | ||
Early-stage companies are invested in by A.Capital Ventures. | acapital.com | Menlo Park, United States | ||
Venture capital firm focused on early-stage startups | globalfounderscapital.com | Berlin, Germany |
Investor details for Savvy Wealth
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Savvy Wealth
31 people are tracked at Savvy Wealth (7 in leadership, 24 in team).
| Name | Role | Group |
|---|---|---|
Ritik Malhotra | Founder & CEO | Leadership |
Amir Har-El | Head of Operations | Leadership |
Jed Entin | Head Of Revenue Operations & Strategic Planning | Leadership |
Lindsay F. | Executive Assistant To CEO | Leadership |
Eric Hurkman | Chief Technology Officer | Leadership |
Ashley Keating | Head Of Client Marketing | Leadership |
Steven Cherucheril | Head Of Business Development & Strategy | Leadership |
Daniel Brady | Founding Principal, Wealth Manager | Team |
Annagreta Peterson | Client Marketing Associate | Team |
Frank Remund | Principal Wealth Manager | Team |
Eric Kirste | Founding Principal, Wealth Manager | Team |
Dan Perrino | Founding Principal, Wealth Manager | Team |
Jonathan M. | Senior People Operations Manager | Team |
Jacqueline Tully | Growth Specialist | Team |
Sydney B. | Client Marketing Manager | Team |
Helen Kamens | Strategic Growth | Team |
Brianna F. | Founding Recruiter | Team |
Tom Zhang | Founding PM | Team |
Kendra Jones | Client Experience Lead | Team |
Craig Suchodolski | Strategic Growth | Team |
11 more people are available in the full profile.
Complete people profiles for Savvy Wealth
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Savvy Wealth
3 dated milestones of Savvy Wealth across 21 years, from founding to its latest funding, stage changes and deals.
- Founded Savvy Wealth is founded.
- Funding First funding round of $7.3M.
- Funding Latest funding round, Series C, of $100.0M.
Competitors of Savvy Wealth
Savvy Wealth has 3 listed competitors in our database, 2 of them funded. They include The Tifin Group, Ascensus and Learnvest.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| tifin.com | 2018 | New York, United States | $219.01M | AI-enabled financial planning and advisory solutions are provided for individuals. | ||
| ascensus.com | 1980 | Dresher, United States | 5,112 | Retirement, health, and college savings services are administered nationwide. | ||
| learnvest.com | 2009 | New York, United States | $85.75M | 148 | Personal finance management and investment advise |
Detailed competitors of Savvy Wealth
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Savvy Wealth
The website of Savvy Wealth (savvywealth.com) receives about 23K visits a month.
- Monthly visits23K
▼ 2.7% vs previous month
Websites whose visitors overlap most with Savvy Wealth. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
pacificawealth.com | pacificawealth.com | 100% | #6,108,379 | – | |
| citywire.com | 100% | 634.4K | #84,403 | View details | |
| altruist.com | 63% | 435.7K | #85,397 | View details | |
| intelliflo.com | 60% | 20.9K | #1,348,214 | View details | |
| calvert.com | 60% | 14.8K | #1,739,926 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 14 similar websites and full traffic analytics for Savvy Wealth
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 14 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Savvy Wealth (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Savvy Wealth
Complete news archive for Savvy Wealth
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- Brand-specific news history
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Frequently Asked Questions about Savvy Wealth
Savvy Wealth was founded in 2005 and raised its 1st funding round 17 years after it was founded.
Savvy Wealth is headquartered in United States.
Ritik Malhotra is the CEO of Savvy Wealth, as recorded in our data. They have also founded this company.
Savvy Wealth is a funded company, having raised a total of $205.8M across 5 funding rounds to date. The company's 1st funding round was a Seed of $7.3M, raised on Feb 2022.
Savvy Wealth was founded in 2005 in the United States as an online platform focused on wealth management and financial advisory for individuals. Operations center on goal-based financial planning, with a client portal used for tracking portfolio performance. Services encompass cash flow analysis, tax optimization strategies, and access to alternative investments, all managed digitally for user convenience.
Savvy Wealth's top competitors include The Tifin Group, Ascensus and Learnvest.
Savvy Wealth offers Savvy Dashboard, Financial Planning, and Investment Management.
Savvy Wealth has 24 investors. Key investors include Opendoor, Figma, Instacart, Plaid, and The University of California.