Episode #254 of The VentureFizz Podcast features Ritik Malhotra, Co-Founder & CEO of Savvy Wealth.
Entrepreneurship… is it something that is taught or is it just engrained into some people? Personally, I think the answer is both but in the case of Ritik, it is deeply rooted in his DNA.
His journey into entrepreneurship started in middle school when he built a successful web development & hosting business. He’s now a successful serial entrepreneur, as his last two companies were acquired by Box and Brex. Ritik’s next company, Savvy, could be his biggest success yet.
Savvy is a next-generation wealth management firm that supercharges its wealth managers with enhanced software, sales and marketing automation, and back office servicing. The company recently, announced a $7.3M seed round of funding co-led by Index Ventures and Thrive Capital.
In this episode of our podcast, we cover:
- The benefits of having a waitlist before you launch your product.
- How Ritik got involved in entrepreneurship and stories from his earlier companies.
- His experience as a Thiel Fellow.
- A look at his prior two companies, Stream & Elph, plus advice on the acquisition process.
- All the details on Savvy and how they are disrupting the financial services industry.
- Advice on applying to Y Combinator.
- And so much more.