Huge congratulations to the entire Savvy Wealth team and on surpassing $1B in Assets Under Management (AUM)! 🥳 We’re incredibly proud to have partnered with Savvy Wealth to craft their visual identity and web design, supporting their remarkable journey. Check out our case study to learn more about this collaboration: https://lnkd.in/gZ8QrTgS Here’s to even greater growth and success in 2025 and beyond! cc: Ritik Malhotra
🛎️ Savvy Wealth reaches $1B in assets under management (AUM)🛎️ We’re proud to share that Savvy Wealth has surpassed $1 billion in client assets under management (AUM)—marking an incredible milestone for our team and the advisors we serve. 2024 has been a milestone year of growth. How we got here: 🔹 Quadrupled our AUM in a single calendar year—surpassing industry benchmarks and accomplishing it through bringing on an experienced team of financial advisors seeking more independence, competitive payouts, and the benefits of building equity from day one in their businesses. 🔹 Welcomed new top-tier advisors to our platform including Cindy Alvarez (Sanders) and Janelle V. (Evergreen, CO, Littleton, CO), Erin Niehaus - CFP®, CEPA, (San Francisco, CA), and Sam Saleh, MBA, ChFC, CFP Candidate (Newport Beach, CA), bringing our talented advisor roster to over 40 nationwide. 🔹 Delivering on our vision of human-first financial advice, supercharged by Savvy Wealth’s AI-powered technology platform In 2024, we’ve seen one theme become clear: Advisors are seeking greater autonomy, more competitive payouts, and modern tools—and Savvy is designed to deliver all three. “As we scale, we remain laser-focused on delivering innovative tools and unforgettable client experiences," said Founder & CEO Ritik Malhotra. "Surpassing $1B in AUM is a huge milestone, but it’s just the beginning. We’re proving that human-driven advice, supported by modern technology, is the future of wealth management.” 🌟 Join us as we continue to grow (links below in comments)! 🌟 Read the full announcement in InvestmentNews 👉🏼 https://hubs.la/Q031Th-Z0