Veteran wealth management executive to establish institutional-grade CIO function, expand alternatives and thematic investment offerings

Savvy Wealth (“Savvy”), a digital-first platform for financial advisors centered around modernizing human financial advice, today announced the appointment of Anshul Sharma as chief investment officer (“CIO”). Sharma, a wealth management veteran with more than 25 years of experience building multi-billion-dollar investment platforms, will lead Savvy’s investment office as the firm scales past $3 billion in assets under management (“AUM”). He will be based in New York City, where he will work closely with Savvy’s leadership team and advisors nationwide to help shape the future of investment management for high-net-worth clients.

In this role, Sharma will be tasked with building Savvy’s first institutional-grade CIO office to directly support the independent advisors and advisory teams at its affiliate registered investment advisor (“RIA”), Savvy Advisors. He will help bring portfolio strategy in-house, streamline model portfolios and deliver timely guidance that helps advisors explain the “why” behind investment decisions. Sharma will also expand access to alternatives and thematic strategies while overseeing enhancements to the firm’s proprietary investment platform, Savvy Wealth Investment Management, equipping advisors with the tools and education to support the holistic investment needs of clients and attract prospects.

“The chance to define and build a CIO office at a high-growth, tech-native RIA like Savvy is the opportunity of a lifetime,” said Sharma. “Savvy’s modern platform—free of legacy systems and engineered to shape the future of wealth management—creates a rare opportunity to reimagine how advisors deliver value. I’m thrilled to join the Savvy team to drive innovation across our investment platform and help advisors offer differentiated solutions for their clients.”

Prior to joining Savvy, Sharma held senior roles at leading wealth management and private banking institutions, including Bank of America, U.S. Trust, and Merrill Lynch. Over the course of his career, he has helped scale investment platforms and drive investment strategy across multiple asset classes while partnering with advisors to enhance portfolio construction. He will bring this expertise to Savvy’s investment office to expand offerings and support advisors in delivering differentiated client solutions.

“The hiring of Anshul as Savvy’s CIO marks a pivotal milestone for Savvy Wealth,” said Ritik Malhotra, founder and chief executive officer of Savvy. “As we continue expanding our national advisor base, Anshul brings a deep institutional pedigree as well as the vision and energy to make Savvy’s investment office a true differentiator. His skillset will be fundamental in giving our advisors the confidence, tools and thought leadership they need to deepen client relationships and scale their practices.”

As the firm enters its next phase of growth sparked by the successful close of its recent $72 million Series B, Savvy continues to build upon the sophistication of its investment platform to offer solutions designed to meet the complex needs of high-net-worth clients. Current offerings include personalized investment management with direct indexed portfolios, alternatives and thematic strategies, 401(k) account management, estate plan modeling, financial planning, tax optimization and more. To learn more, please visit savvywealth.com.

About Savvy Wealth

Savvy Wealth is a digital-first platform for financial advisors centered around modernizing human financial advice. Financial advisors who partner with Savvy leverage its purpose-built, integrated technology platform to help build organic growth with enhanced software and sales and marketing automation. Its proprietary technology empowers advisors to scale revenue faster and spend more time with their clients. Follow Savvy on LinkedIn to stay up to date on the latest company news.

Savvy Wealth, Inc. is a tech company and the parent company of Savvy Advisors, Inc. All advisory services are offered through Savvy Advisors, Inc., an investment advisor registered with the Securities and Exchange Commission (“SEC”). The AI used on Savvy Wealth’s advisor platform is not intended to replace human advice. The AI technology efficiently automates and streamlines processes like new account onboarding, ongoing financial planning and personalized communications across multiple marketing channels. The AI is not intended to interact with retail clients of Savvy Advisors, nor does the AI provide client-facing investment advice or investment decisions.

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