Founder/CEO @savvywealthinc, two startups acquired, YC alum, angel in 20+ startups, always building things.
Manhattan, NY
- Tweets 83
- Following 392
- Followers 904
- Likes 372
Congrats @CharleyMa and @MahdiRazaMR!
Founders - these two are excellent value-add investors that use prior operating experience to provide great advice and introductions. Highly recommend!
Excited to finally share what @MahdiRazaMR and I have been building for the past few years!
We’re thrilled to debut @exponentcap and announce that we’ve closed $75M for fund 2.
TLDR - we write lead / co-lead checks from pre-seed to early A, NYC based, thematic generalists
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Super cool - congrats @noor_siddiqui_!
Exciting news from @OrchidInc! Today, we're announcing the world's first whole genome embryo reports.
This is a massive upgrade – 100x the amount of data – and a major leap in reproductive tech.
And the best part, it's now available at IVF centers across the nation.
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Ritik Malhotra retweeted
🏠Announcing our $115M pre-seed & early-stage Fund III for @Cal founders🍄🧵
Announcing our new $115M pre-seed and early-stage Fund III—dedicated to startups from the remarkable 600,000-person-strong @Cal network, based in Berkeley and worldwide.🧵
tcrn.ch/3FxHcT0
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Ritik Malhotra retweeted
We're thrilled to welcome Frank Remund, EA, CFP, to Savvy as a Principal Wealth Manager!
Frank's expertise will help us grow our digital-first platform built to cater to the unique needs of high-net-worth investors. More in today's announcement:
businesswire.com/news/home/2…
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Super excited to announce our AI-Powered Advisor Platform!
Read more in our latest launch coverage: riaintel.com/article/2bydcp2…
If you're a financial advisor and want to learn more, DM me or reach out at savvywealth.com/advisors
1/ Today, we introduce a new era of wealth management with Savvy Wealth’s AI-Powered Advisor Platform designed for modern financial advisors 🚀
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Ritik Malhotra retweeted
1/ 🚀Introducing Savvy Direct Indexing - a personalized index portfolio with automatic tax-loss harvesting built-in. Boost potential after-tax returns on your taxable accounts: savvywealth.com/direct-index… #SavvyDirectIndexing #Investing
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Ritik Malhotra retweeted
Our very own @RitikM sits down with @RIAIntel to talk shop on what it means to build a digital-first wealth management platform that puts the advisor-client relationship first 🧵
riaintel.com/article/2b6wz1a…
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Super excited to have Brad at @SavvyWealthInc! Proven leader in the wealth mgmt industry with 32yrs of experience.
Exciting times - we've crossed $100M AUM in 5mos & built a robust tech platform that provides a better experience for advisors and clients to work together!
🚀
Today we're thrilled to welcome Brad Weber to our founding class of financial advisors 🎉A truly seasoned industry veteran who has already leveraged his deep expertise to bring our firm to over $100M in AUM. Onward!
businesswire.com/news/home/2…
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Ritik Malhotra retweeted
Digital RIA Savvy attracts $11 million in venture capital as it launches advisory firm with set of proprietary technology built entirely in-house bit.ly/3ti507l #InvestmentNews @ryanWneal
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Ritik Malhotra retweeted
New York-based RIA @SavvyWealthInc has raised $11 million in a Series A-1 funding round led by venture capital firm @thehousefund
wealthmanagement.com/ria-new…
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I’m excited to announce that we’ve closed $11M in Series A-1 funding for @SavvyWealthInc, led by @thehousefund and supported by @IndexVentures, @ThriveCapital, @BrewerLaneVC and notable others!
Great coverage on the round by @wealth_mgmt: wealthmanagement.com/ria-new…
🧵👇
We're very excited to announce we've closed $11M in Series A-1 funding, led by @thehousefund and supported by @IndexVentures, @ThriveCapital, @BrewerLaneVC and many others to build out our vision to modernize human financial advice!
savvywealth.com/blog-posts/s…
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If you are a financial advisor with an existing book ready to take the next step to 10x your growth and potential, we are hiring additional Principal Wealth Managers.
Apply here: jobs.lever.co/savvywealth/84…
Or sign up on our page: savvywealth.com/advisors
Or drop me a DM!
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Ritik Malhotra retweeted
We’re celebrating our Series D today and looking forward to helping more developers build more amazing things in our mission to democratize video (and we’re looking for amazing people to join us!) buff.ly/3eNrB45
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Ritik Malhotra retweeted
In 2011, we gave talented young people $100k to work on something cool instead of attending college. Larry Summers called it “the most misdirected piece of philanthropy” ever.
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Ritik Malhotra retweeted
Mux raises $37M Series C as its API-based video-streaming service scales tcrn.ch/3fKMWcD by @alex
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