08/11/2026
Savvy has been named the #1 fastest-growing financial services company in the U.S. on the 2026 Inc. 5000 list—driven by 13,086% growth from 2022 to 2025.
The numbers are remarkable, but what resonates most with me is how that growth is being achieved.
Through Beyond Wealth Partners, we have ownership of our practice and the freedom to grow at a thoughtful, intentional pace. That allows us to remain focused on what matters most: putting our clients first, delivering highly personal advice, and building lasting relationships rather than pursuing growth simply for growth’s sake.
There is also real durability in Savvy’s model. Every advisor is an owner, creating long-term alignment among our advisors, the firm, and the families we serve. Together, Savvy Wealth and Beyond Wealth Partners give our clients the best of both worlds: the resources, technology, and scale of a rapidly growing national firm, paired with the personal attention, entrepreneurial ownership, and fiduciary mindset of our practice.
We are building Beyond Wealth Partners to endure—not just for the next few years, but across generations.
Congratulations to our founder, Ritik Malhotra, and the entire Savvy Wealth. We are excited about what we’re building and what it means for the long-term future of the families we serve.
