Savvy Wealth Announces the Launch of Savvy Custodial Platform

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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.