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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Ritik Malhotra
CEO and Co Founder at Savvy Wealth


Ritik Malhotra the CEO and c-founder of Savvy Wealth, and its RIA affiliate, Savvy Advisors. He is a repeat tech founder with two prior exits (one to Box in 2014 and one to Brex in 2019). Most recently he was Director of Product Management at Brex where he started and built Brex Cash, Brex’s second business line after the corporate card. He’s now building Savvy, a tech-enabled wealth management firm. Ritik is a Y Combinator and Thiel Fellowship alum and holds a B.S. in Electrical Engineering & Computer Science from UC Berkeley.

Agenda Sessions

  • Navigating the AI-driven Future of Wealth Management