Savvy Wealth Announces the Launch of Savvy Custodial Platform

Savvy Wealth. (2026, September 23). Savvy Wealth announces the launch of Savvy Custodial Platform. Business Wire. https://www.businesswire.com/news/home/20260923656434/en/Savvy-Wealth-Announces-the-Launch-of-Savvy-Custodial-Platform

• Savvy Wealth, an AI-native wealth management platform for independent financial advisors, announced a custodial offering built specifically for registered investment advisor (RIA) owners and firms.

• The platform allows independent RIAs to onboard clients in approximately 90 seconds and transfer assets with minimal steps.

• The offering targets legacy custodial processes characterized by extensive paperwork and multi-day delays.

• Stated features include fully digital onboarding with no paper requirements and a user interface built around advisor workflows.

• The platform offers white-label customization that permits firms to retain their own brand identity, alongside integrated CRM, billing, trading, and reporting functions.

• Founder and CEO Ritik Malhotra stated that for an RIA owner, independence should extend to every account, every relationship, and every choice.

• Advisors registered with the existing Savvy RIA currently access the custodial integration, and the launch extends availability to the broader independent RIA market via a waitlist at savvywealth.com/custodial-platform.