Savvy Wealth is hosting a session with Michael Kitces and Ritik Malhotra.
Published
Signal category
Presence & Recognition
Quote
“Looking forward to this session with Michael Kitces and Ritik Malhotra!”
— Lena Allouche|Savvy Wealth team
Company
Savvy Wealth
Technology-enabled RIA and wealth management platform.
- Industry
- Financial Services
- Location
- New York, US
- Company size
- 270 employees
Savvy Wealth is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make great advice easier to deliver. Disclosure: Savvy Wealth, Inc. is a tech company and the parent company of Savvy Advisors, Inc. All advisory services are offered through Savvy Advisors, Inc., an investment advisor registered with the Securities and Exchange Commission (“SEC”). The AI used on Savvy Wealth’s advisor platform is not intended to replace human advice. The AI technology efficiently automates and streamlines processes like new account onboarding, ongoing financial planning and personalized communications across multiple marketing channels. The AI is not intended to interact with retail clients of Savvy Advisors, nor does the AI provide client-facing investment advice or investment decisions.
Founded 2021