Join us as we delve into the remarkable entrepreneurial journey of Ritik Malhotra, Co-Founder & CEO of Savvy Wealth. 

From a childhood passion for technology to the successful sale of two tech companies, Ritik’s story is one of innovation, resilience, and unwavering determination. 

In this episode, he shares his experiences, including starting his first company in middle school, participating in two exits in his twenties, and the birth of his most recently founded company, Savvy Wealth. Listen in and gain insights into his thoughts during exit talks, the importance of meeting people’s needs, and why Savvy Wealth has attracted many mid-career advisors looking for more. Discover Ritik’s valuable advice on choosing the right public relations firm and get to know his interests beyond work.

Ritik discusses: 

• His successful career as an entrepreneur and how he cultivated his passion for technology from an early age
  
• His experience co-founding the company Elph and how his team explored different industries before focusing on financial services
  
• His thought process during exit talks and the importance of creating something that addresses real problems and caters to people’s needs 
  
• Why Savvy Wealth attracts mid-career advisors who are looking to grow and receive support in an independent model
  
• The importance of being specific and understanding the industry’s unique needs when choosing a public relations firm
  
• What career he would pursue if he were not an entrepreneur, and what he likes doing after work
  
• And more!
  

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Connect with Ritik Malhotra:

• Website: Savvy Wealth
  
• LinkedIn: Ritik Malhotra
  
• Twitter: Ritik Malhotra
  

About our Guest: 

Ritik Malhotra 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.