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Ritik Malhotra: We're heads down ... [for better software and lead gen].

Savvy raises fresh $11 million from VC backers to fuel an RIA-on-steroids craze that could scale the wall of doubt of RIA experts and eclipse robo-advisors

The unsolicited California cash bought into the New York City startup's vision and early success in attracting advisors, their assets and a disdain for legacy software inconveniences.

November 12, 2022 at 2:38 AM

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