Digital RIA Savvy launches direct indexing
Savvy CEO and co-founder Ritik Malhotra
Instead of using a product that was already on the market, Savvy built its direct indexing software in-house.
Savvy, a digitally native registered investment advisor, is joining the increasingly crowded direct indexing market.
Assets managed in direct indexing products reached $462 billion in the first quarter of 2022, driven by client demand for tax optimization and more personalized investment portfoli
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