Savvy Wealth

?? Big News from Savvy Wealth! ?? We’re excited to officially announce our $26.5M Series A funding round, led by Canvas Ventures with participation from Thrive Capital, Index Ventures, The House Fund, Alumni Ventures, Brewer Lane Ventures and others, marking a significant step forward in becoming a digital-first platform and RIA for financial advisors everywhere. With this new infusion of capital, we’re setting course to: ?? Accelerate the development of our proprietary tech platform for advisors and their clients ?? Grow our marketing support engine with lead gen automation and dedicated, in-house expertise. ?? Expand our talented product, eng, and biz dev teams “As advisors increasingly pursue independence, we see a strong opportunity to partner with the ones who want to provide their clients with a modern, tech-driven experience,” said Founder & CEO Ritik Malhotra. “The human relationship between advisors and their clients is what matters most…we empower advisors with purpose-built technology to transform client relationships and scale their practices exponentially.” A huge thank you to #teamsavvy for believing in our position and empowering us to continue pushing the envelope: Rajat Deva, Gwen Brinsmead, Amir Har-El, Steven Cherucheril, Michael McCarthy, CFP?, Alice Yu, Jed Entin, Ashley Keating, GinaRose Galli, Freddy Chen, Rory Houlding, Rohan Reddy, Edwin Stanley, Hillary Peterson, Jamison Holt, Chae Kwon ??, David G., Perry Kalmeta, MSHRM, Andrew Moody, Breana McDaniel, Lauren George, Eleni Stefanopoulos, Jacqueline Tully, Helen Zheng, ChFC?, Eric Uchoa, Mary Grace Caindoy, Craig Suchodolski, Russell Armitage ?? Join us, we’re growing! ?? 1?? To our valued financial advisors: We’re committed to helping you deliver value to clients. If you’re a financial advisor or wealth manager interested in joining our mission and earning equity in our firm from the get-go, get in touch ??https://lnkd.in/eRhku587 2?? To other interested professionals: We're on the lookout for top talent to join our team in NYC! Explore our open positions at savvywealth.com/careers https://lnkd.in/eQz92etF

Key elements that make HNWI investment management effective: portfolio management strategies. These include: ? Custom asset allocation strategies ? Advanced risk management techniques ? Access to alternative investments ? Tax optimization ? Integrated wealth planning We cover how professional portfolio management can maximize returns for HNWIs while preserving wealth ?? https://bit.ly/4gNKanP

The success and longevity of your organization depend on one key asset: your people. Cultivating a strong leadership pipeline is no longer optional—it's a strategic necessity. ?? Here are the top strategies we cover in our latest guide: ? Identifying high-potential employees through structured assessments ? Offering stretch assignments and leadership roles for hands-on experience ? Succession planning to prepare for seamless leadership transitions ? Fostering a culture that nurtures leadership at all levels Get the guide to learn how your organization can build a leadership pipeline that guarantees sustainable growth ?? https://bit.ly/47V5nYL

At Savvy Wealth, we see AI as a tool that complements the advisor’s work, automating non-client-facing tasks and freeing up more time for advisors to focus on what matters—building relationships, offering personalized guidance, and ensuring clients’ financial success. Financial Planning's latest survey found 33% of advisors feel their firms currently view gen AI and its potential contribution as a high priority, but our CEO Ritik Malhotra believes that number is set to increase quickly. Read the full article here ??https://hubs.ly/Q02SLbd30

Content creators, founders, and professional athletes may experience sudden wealth and atypical income streams. With this in mind, it’s important that their advisors understand their unique needs. In a recent Wealth Solutions Report article, our wealth manager Arynton Hardy, AIF? discusses his experience with these types of clients, and how understanding lifestyle costs, taking advantage of tax planning and managing carrying costs on major purchases are key considerations in their financial lives. Read the full article to discover how Arynton thinks about planning for content creators, founders and professional athletes ??https://hubs.la/Q02SrmZ00

Every investor should have their own process for how they evaluate potential investments. For our wealth manager Louis Green, CPWA?, CFA?, CFP?- that’s valuation. In a recent article written for etf.com, he breaks down why valuations matter, when to consider them, and how to strategically incorporate them into your investment decisions. Read more here ?? https://lnkd.in/e5KHGsMm

Running a small business is challenging enough, without tax complexities adding to the stress. 2024 brings new rules and opportunities for small business owners to minimize tax liabilities, and being informed can make all the difference. Our comprehensive guide covers the important things to know, from calculating your business income to understanding deductible expenses and determining your tax rate. ?? Get ahead of your small business taxes today. Read the full guide here: https://bit.ly/3Y8ppfd

Congratulations GinaRose Galli, for being the newest Recruiter of the Month?? Shoutout to Wealth Solutions Report for recognizing one of our best talents! ??

Small and midsize companies often struggle with inadequate retirement plan services, leaving room for advisors to step in with better solutions. In a recent PLANADVISER article, our wealth manager Brian Boswell, CFP? explains how advisors can help plan sponsors overcome poor service models by leveraging technology and back-office support to simplify processes and deliver a more efficient experience for small business clients. Read more here?? https://lnkd.in/ekxC76k5

Money market rates are defying expectations, staying high despite falling short-term interest rates. Why? Timing, competition, and strategic fund management. From lagging rate adjustments to a "flight to safety," understanding these dynamics can help you make informed decisions about your cash holdings. What we think is important for investors to know: ? Rate adjustment lags provide a cushion ? Demand for safety keeps yields up ? Fund managers are making moves to help protect returns ?? Learn more: https://hubs.la/Q02QDyTD0