Savvy Wealth announced the launch of Savvy Custodial Platform, a new platform for RIA owners and firms. Savvy said independent RIAs can use the platform to onboard clients in as little as 90 seconds and move assets in a few clicks.
The platform also includes digital onboarding, white‑labeled client experiences and integrations for CRM, billing, trading and reporting.
Savvy Wealth provides the platform technology and National Financial Services provides clearing, execution and custody.
“The custodial platform uses AI where possible to accelerate data collection and validation, so that advisors and their clients can quickly onboard, open accounts and complete regular account maintenance,” Ritik Malhotra, Founder and CEO of Savvy Wealth, told Wealth Solutions Report by email.
Malhotra said Savvy intentionally designed the platform to “continue to improve as AI models develop” and unlock “even more productivity and efficiency gains.”
The public launch was Wednesday. But Malhotra said, “We started prototyping with dozens of advisors starting in Summer ‘25 and worked closely with them throughout, until going live with advisors on Savvy’s RIA platform in August ‘26.”
He told WSR, “We very deliberately built it by listening directly to advisors. For instance, configurations that didn’t match how their accounts work, transfers with no visibility into what was blocking them, client communications that felt generic instead of coming from their firm. Every fix traces back to something an advisor told us directly. That close feedback loop with advisors is why we felt ready to open this up beyond Savvy’s RIA Platform partners.”
More than 160 advisors have registered under Savvy’s RIA, Malhotra told WSR. “They all have access to opt‑in to this deep custodial integration.”
Malhotra also said, “We have over $2B in assets already committed from our advisors today, and have already seen advisors across the industry interested in what a new, independent custodial option could be.”
Beyond advisors registered under Savvy’s RIA, the firm is making the custodial integration available to the broader RIA market, including independent advisors who maintain their own ADV and operations.
Jeff Berman, Contributing Editor and Reporter at Wealth Solutions Report, can be reached at jeff.berman@wealthsolutionsreport.com.
