Savvy Wealth

Directions Website Contact the business

Savvy Wealth Join the nation’s leading advisors, backed by modern technology, to revolutionize wealth management.

For advisors, held-away assets shouldn't be viewed simply as assets to consolidate. Clients often don't fully understand...
10/14/2026

For advisors, held-away assets shouldn't be viewed simply as assets to consolidate. Clients often don't fully understand what they own, where it's held, or how it connects to everything else in their portfolio, and that's where advisors can add real value.

In a new Financial Advisor IQ article, our wealth manager Allen Buckley explains why putting financial planning first helps advisors give clients that clarity and show them how each piece is part of a bigger strategy.

As Allen puts it, when clients see how all of their assets work together, it can reveal concentration and fee overlap they may otherwise mistake for diversification.

Read the full article to learn more from Allen. https://www.financialadvisoriq.com/c/5266353/757553

Retirement plans can be more than a service offering. They can be a bridge to long-term wealth management relationships....
10/09/2026

Retirement plans can be more than a service offering. They can be a bridge to long-term wealth management relationships.

In a new Financial Planning article, our wealth manager Brian Boswell, CFP® shares how his team has built a process around servicing 401(k) plans while creating opportunities to develop deeper relationships with participants and plan sponsors.

The key is having the team and infrastructure in place to service clients at every stage, while giving junior advisors the opportunity to build their skills along the way.

Read the full article below👇

https://www.financial-planning.com/news/retirement-plans-offer-advisors-a-bridge-to-new-wealth-clients

September was the month interest rates moved sharply higher.The Fed raised rates for the first time since 2023, and the ...
10/08/2026

September was the month interest rates moved sharply higher.

The Fed raised rates for the first time since 2023, and the 10-year Treasury yield ended the month at its highest close since 2002. The S&P 500 finished almost unchanged, but the average stock fell much further, as a handful of AI leaders did the lifting.

In Savvy Wealth's September 2026 Global Markets Recap, Ani Vedere and I walk through what pushed yields higher, why the market became so narrow, and what to watch in October.

Swipe through for the key takeaways, then read the full analysis here: https://www.savvywealth.com/blog-posts/september-2026-global-markets-recap

Our CIO Anshul Sharma was quoted in CNBC sharing his insights on the latest Fed rate decision and why advisors should be...
09/22/2026

Our CIO Anshul Sharma was quoted in CNBC sharing his insights on the latest Fed rate decision and why advisors should be prepared for a “higher for longer” environment as policymakers continue to focus on inflation.

As the rate outlook evolves, advisors will need to keep a close eye on what changing borrowing costs and bond yields mean for client portfolios and financial plans.

Read on for more from Anshul.

https://www.cnbc.com/2026/09/16/investors-react-to-fed-hike-market-sell-off-brace-for-higher-rates-for-longer.html

The traditional independent broker-dealer model sells the idea of freedom, but leaves advisors to figure out how to scal...
09/22/2026

The traditional independent broker-dealer model sells the idea of freedom, but leaves advisors to figure out how to scale on their own. At Savvy, we champion independence by providing advisors a viable path to growing their businesses, backed by the technology, investment, operations, and marketing resources they need to make it a reality.

Following the close of our $100 million Series C, our founder and CEO Ritik Malhotra shared with RIABiz.com how funding will be used to enhance Savvy’s offerings to create the best possible platform for advisors.

"Over 90% of funding goes into creating the No. 1 AI platform for advisors—Savvy Intelligence, the AI operating system running underneath the whole platform—and deeper capabilities across investments, tax, and planning. That means broader access to alternatives and deeper custodian integrations.”

And while IBDs work to bolt on AI offerings, Savvy was built as an integrated platform with AI embedded from the start. As Ritik says, “You can't run intelligent workflows across a stack the advisor assembled themselves.”

Read the full article for more on how Savvy is deploying our latest round to give advisors greater simplicity with deeper capabilities, all while keeping them fully independent.
https://riabiz.com/a/2026/9/18/ritik-malhotra-sells-not-for-sale-savvy-stake-for-100-million-after-utah-jazz-owner-showed-up-big-for-his-lpl-disruption-by-ai-play-and-mark-casady-re-upped-at-the-new-price-as-well

Advisor transitions are on the rise, but a successful move is about more than making the transition itself easier. It’s ...
09/15/2026

Advisor transitions are on the rise, but a successful move is about more than making the transition itself easier. It’s about finding the right destination for both the advisor and their clients.

As our wealth manager -Cummings shared with , the right firm should support the business today while creating opportunities for growth tomorrow.

For Gregg, he found those resources at Savvy. Read the full article to hear more about what it takes to build a RIA of choice for advisors.
https://www.investmentnews.com/practice-management/advisors-on-the-move/267774

Rising Treasury yields are raising new questions for investors about what’s driving the move and what it could mean for ...
09/14/2026

Rising Treasury yields are raising new questions for investors about what’s driving the move and what it could mean for portfolios.

Our wealth manager Joshua Barone was featured in Barron's Advisor’s latest Big Q, where he discussed the factors behind higher yields and how the current environment differs from previous periods of rising rates.

Joshua pointed to the pace of government debt issuance as an increasingly important factor alongside inflation, saying, “it’s not just an inflation problem, it’s an issuance problem as well.”

Read the full piece here 👇
https://www.msn.com/en-us/money/general/bond-yields-are-rising-what-investing-pros-say-to-do-now/ar-AA2aZRcO

09/10/2026

Going independent usually means going it alone. At Savvy, independence looks different: a network of 150+ independent advisors across the country, all helping each other win, and all invested in making the platform stronger.

Yesterday's Series C announcement is a testament to what a community can build together.

Hear from advisors in their own words. Then read the story behind it: our founder and CEO, Ritik Malhotra, on how the community at Savvy came to be, and what it's returned to the advisors in it. http://savvywealth.com/blog-posts/community-as-infrastructure

09/09/2026

Today we are announcing our $100M Series C at a $600M valuation, led by Ryan Smith and Ryan Sweeney of Halo Fund, with continued participation from Thrive Capital, Industry Ventures from Goldman Sachs, Canvas Prime, Index Ventures, The House Fund, EUCLIDEAN CAPITAL, LLC, Allianz Life, Alumni Ventures, and Mark Casady’s Vestigo Ventures. The round was oversubscribed and brings total funding to more than $200M.

Read the full story: https://www.axios.com/pro/fintech-deals/2026/09/09/savvy-wealth-100m-series-c-halo-fund
Learn more about our raise: http://savvywealth.com/series-c

August was a good month that ended on a warning.Cooling inflation and softer economic data had investors convinced the F...
09/08/2026

August was a good month that ended on a warning.

Cooling inflation and softer economic data had investors convinced the Fed was finished raising rates. Stocks climbed, gold posted its best month since January, and Bitcoin gained more than 25%. Then Fed Chair Kevin Warsh used his Jackson Hole speech to say inflation is still too high, and markets read it as reopening the door to tightening, repricing in a matter of days. The 10-year Treasury yield finished the month at its high.

In Savvy Wealth's August 2026 Global Markets Recap, Ani Vedere and Anshul Sharma walk through what drove the rally, why the Fed's message changed the math on rates, and what a live September meeting means for portfolios.

Swipe through for the key takeaways, then read the full analysis here: https://www.savvywealth.com/blog-posts/august-2026-global-markets-recap

Address

111 W 33rd Street #1410
New York, NY
10001

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

Website

Alerts

Be the first to know and let us send you an email when Savvy Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Savvy Wealth:

Shortcuts

Share

Category