Meet the RIA: Savvy Wealth

Ritik Malhotra, Founder and CEO of Savvy Wealth, discusses the launch of Savvy Intelligence and explains how an AI-native technology stack helps advisors streamline financial planning, automate complex analysis, and deliver more personalized client service. He also shares early adoption results, the firm’s advisor-driven product development approach, and why AI is designed to enhance—not replace—the advisor-client relationship.

What is Meet the RIA?

Welcome to "Meet the RIA!" In this special podcast edition of the show, you'll hear about the biggest industry trends and get expert insights from some of the top registered investment advisors in the country.