The $100M Startup Taking on Wall Street’s Advice Industry

Today on Talking Wealth, Michael Batnick sits down with Ritik Malhotra, CEO and co-founder of Savvy Wealth — a fast-growing digital platform transforming how financial advisors launch, grow, and scale their practices. They'll discuss his journey as a founder, how Savvy is modernizing wealth management, and the biggest opportunities and challenges facing advisors today. From technology adoption to client experience, Ritik shares his insights on what it takes to build a future-ready advisory business. This episode is sponsored by Betterment Advisor Solutions. Grow your RIA, your way by visiting: https://Betterment.com/advisors For more from The Unlock, sign up at: https://www.advisorunlock.com/ Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. #finance #financialplanning #financialeducation #financialadvisor

Learn more about your ad choices. Visit megaphone.fm/adchoices