Savvy Wealth Expands Leadership and Onboards $300M Universal Value Advisors Team to Accelerate Growth
Savvy Wealth Inc., a digital-first platform revolutionizing human financial advice, has appointed David Weiner as its Chief Growth Officer to bolster its leadership team and expand its footprint in the financial advisory space. This strategic hire comes on the heels of an impressive year for Savvy Wealth, which saw the firm quadruple its assets under management (AUM) and more than triple its advisor headcount in 2024. Weiner’s role will focus on driving recruitment efforts and expanding the firm’s registered investment advisor (RIA) affiliate, Savvy Advisors, by attracting experienced independent advisors and advisory teams.
Weiner brings over two decades of experience in sales, growth, and marketing leadership roles across startups and SaaS companies, including stints at Compass, David Energy, Electric, and Tekmetric. His proven track record of guiding companies through pivotal growth stages and achieving scalability across multiple industries positions him as a key asset for Savvy Wealth as it enters its next phase of expansion.
“Savvy is at a critical juncture in its growth journey,” said Weiner. “Connecting with advisors who want to harness technology to transform how they serve their clients is essential to our continued success. From my initial conversations with [Founder and CEO] Ritik Malhotra, we were aligned on clear, actionable strategies to engage advisors and help them thrive. I’m excited to contribute to Ritik’s vision of streamlining the advisor space through cutting-edge artificial intelligence applications and our proprietary technology platform.”
Onboarding Universal Value Advisors: A Strategic Acquisition
Adding to its momentum, Savvy Advisors has onboarded the Universal Value Advisors (UVA) team, led by Robert Barone and Joshua Barone, bringing nearly $300 million in AUM to the firm. The father-and-son duo, who founded UVA, collectively possess over 70 years of experience in investment management. Their decision to join Savvy Wealth followed their departure from Farther in 2024, driven by the firm’s innovative technology platform and its ability to deliver a seamless financial planning experience for clients.
“Savvy Wealth’s advisor-centric product roadmap was incredibly appealing as we explored new opportunities for our business,” said Joshua Barone. “Collaborating with Savvy’s management, product, and engineering teams—who deeply value our expertise as advisors—empowers us to create exceptional client experiences and elevate our practice to new heights.”
The Barones’ partnership began in 1999, and their work eventually culminated in the launch of UVA. Robert Barone, who holds a Ph.D. in Economics from Georgetown University, brings a wealth of knowledge as a former bank economist and macroeconomic strategist. His investment philosophy is grounded in a comprehensive understanding of global economic trends and the forces shaping the investing landscape. The team specializes in value investing across both public and private asset classes, helping clients navigate complex economic policies and make informed decisions.
By integrating UVA into its platform, Savvy Wealth not only expands its AUM but also enriches its advisory capabilities, offering clients access to a broader range of expertise and tailored investment strategies.
Welcoming Jason Craine: A Seasoned Financial Planner
In addition to the UVA team, Savvy Wealth has also welcomed Jason Craine, CFP®, AWMA, AAMS, to its growing roster of advisors. Based in Wichita, Kansas, Craine spent the last decade at Mariner Wealth Advisors, where he managed over $100 million in client assets. With a focus on high-net-worth families, Craine provides holistic financial planning services that span multiple generations, offering tax-efficient, customized investment strategies designed to meet each family’s unique needs.
Craine’s expertise in comprehensive financial planning and his commitment to delivering personalized solutions align perfectly with Savvy Wealth’s mission to modernize and enhance the advisory experience. His addition underscores the firm’s dedication to attracting top-tier talent and empowering advisors to grow their practices on their terms.
Savvy Wealth’s Vision for the Future
Savvy Wealth’s rapid growth reflects its commitment to reimagining the financial advisory industry by combining human expertise with advanced technology. At the heart of this vision is the firm’s proprietary technology platform, which streamlines operations, enhances client engagement, and enables advisors to deliver superior service. By leveraging artificial intelligence and data-driven insights, Savvy Wealth empowers advisors to focus on what matters most: building meaningful relationships with their clients.
“We’re creating a home for independent advisors and advisory teams who want to grow without compromising their values or autonomy,” said Founder and CEO Ritik Malhotra. “Our platform is designed to support advisors every step of the way, providing them with the tools and resources they need to succeed in today’s competitive market.”
With the addition of David Weiner, the UVA team, and Jason Craine, Savvy Wealth is well-positioned to continue its upward trajectory. These strategic moves not only strengthen the firm’s leadership and advisory capabilities but also reinforce its reputation as a leader in the digital-first financial advisory space.
Why Savvy Wealth Stands Out
What sets Savvy Wealth apart from other platforms is its unwavering focus on empowering advisors. Unlike traditional models that often prioritize corporate interests over individual needs, Savvy Wealth places advisors—and by extension, their clients—at the center of everything it does. Its advisor-driven product roadmap ensures that the platform evolves in response to real-world challenges and opportunities faced by advisors daily.
For advisors seeking a partner that values innovation, collaboration, and growth, Savvy Wealth offers an unparalleled opportunity. Whether you’re an independent advisor looking to scale your practice or part of a larger team seeking a new home, Savvy Wealth provides the infrastructure, technology, and support needed to thrive.
Join the Savvy Wealth Movement
As Savvy Wealth continues to expand its network of advisors and onboard top-tier talent, the firm remains committed to fostering a community where advisors can grow on their terms. Interested advisors, teams, and emerging RIAs are encouraged to learn more about the opportunities available at savvywealth.com.
With a leadership team dedicated to innovation, a robust technology platform, and a growing roster of experienced advisors, Savvy Wealth is poised to redefine the future of financial advice. By combining human insight with cutting-edge technology, the firm is setting a new standard for excellence in the industry—one advisor and one client at a time.
About Savvy
Savvy Wealth is a digital-first, multi-custodial technology platform for financial advisors centered around modernizing human-generated financial advice. Wealth managers who partner with Savvy Advisors leverage its intentionally built, integrated technology platform to help target organic growth with enhanced software, and sales and marketing automation. Savvy Wealth’s proprietary technology is designed to help empower wealth managers to scale revenue faster and spend more time focused on business development. Follow Savvy on LinkedIn to stay up to date on the latest company news and updates.
Savvy does not provide compensation for advisor endorsements; however, endorsements represent a conflict of interest as advisors may indirectly benefit from the endorsement they have provided. Savvy Wealth, Inc. is a tech company and the parent company of Savvy Advisors, Inc. All advisory services are offered through Savvy Advisors, Inc., an investment advisor registered with the Securities and Exchange Commission (“SEC”). Artificial intelligence (“AI”) used on Savvy Wealth’s advisor platform is not intended to replace human advice, nor does the AI provide client-facing investment advice or make investment decisions. Savvy Advisors and UVA are separately registered with the SEC and are not under common ownership or control.
