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72: Y Combinator and Thiel Fellowship Alum Building Tech-Enabled Wealth Management Firm, Meet Savvy Wealth Co-Founder, CEO Ritik Malhotra
Manage episode 444282480 series 3444076
Nội dung được cung cấp bởi Stacy Havener. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Stacy Havener hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
Today’s guest, Ritik Malhotra, is the co-founder and CEO of Savvy Wealth, a Tech-Enabled Wealth Management Firm that surpassed $700 million in assets in just three years.
In this episode, Ritik and Stacy discuss:
- Ritik’s backstory: How his obsession with coding (that started in elementary school) turned into a thriving business that funded his college education
- How he became an exiting founder at just 21 years old
- Lessons learned from raising a 26.M series A round: Why storytelling matters when fundraising
- Why it pays to provide a modern, tech-forward experience as an advisor in 2024
More About Ritik Malhotra
Ritik Malhotra is the founder and CEO of Savvy Wealth, a digital-first platform for financial advisors centered around modernizing human financial advice. Savvy Wealth builds proprietary technology to empower advisors as its affiliate RIA Savvy Advisors to increase efficiency, automate mid-and-back office workflows and build stronger client relationship. A 32-year-old tech founder with 2 exits in his 20s, Malhotra was inspired to found Savvy Wealth after his second exit, and realized that today's advisors were not providing a modern, tech-forward experience. A YCombinator and Thiel Fellowship alum, Malhotra was named among the “Ten to Watch” in 2023 by WealthManagement.com, one of the most well-regarded publications in the wealth management space.
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Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership
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