Entrepreneur Launches Firm After Unpleasant Wealth Management Experience

Ritik Malhotra, who made money from selling tech companies, had a tough time with financial advisors.

He found the process old-fashioned and time-consuming for advisors.

He saw that advisors spent too much time on paperwork instead of helping clients.

So, he created Savvy Wealth, a company that helps advisors with the paperwork and other tasks.

This lets advisors spend more time with their clients and use new technology, especially AI, to work independently.