Savvy
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Savvy is a technology-driven wealth management firm with an emphasis on building software to drive automation and efficiency for wealth managers so they can focus on what truly matters — quality time with clients. We are able to grow rapidly by acquiring traditional wealth management firms and supe... Read more
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Ritik Malhotra
Co-Founder & CEO
Ritik Malhotra
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Dan Perrino
Founding Principal, Wealth Manager
Daniel Brady
Founding Principal, Wealth Manager
Eric Kirste
Founding Principal, Wealth Manager
Nathan Wallace
Founding Principal, Wealth Manager
Brad Weber
Founding Principal, Wealth Manager
Amir Har-El
Head of Operations
Rajat Deva
Head of Marketing
Gwen Brinsmead
Head, Design
Frank Remund
Principal Wealth Manager
Jacqueline Tully
Growth Specialist
Makaela Williams da Graça
Strategic Growth
Eleni Stefanopoulos
Strategic Growth
Eric Uchoa
Strategic Growth
Aaron Wiegman
Principal Wealth Manager
Jamison Holt
Software Engineer
Som Mishra
Engineering
