Savvy
A Los Angeles native living in New York City, Rajat brings 10+ years of payments and fintech marketing experience from Visa, Square/Block, and Brex to the firm, where he oversees all marketing initiatives on behalf of Savvy’s brand as well as its financial advisors. His specialities and expertise are in Go-to-Market strategy and Product Marketing, developing pricing, packaging, positioning, and campaigns for fintech companies and products. He’s a pretty ok tennis player, completely novice surfer, and enjoys live music performances and reading non-fiction in his free time.
Education: Rajat graduated from UC Berkeley with a major in Political Economy and minor in South Asian studies.
Savvy
Savvy is a technology-driven wealth management firm with an emphasis on building software to drive automation and efficiency for wealth managers so they can focus on what truly matters — quality time with clients. We are able to grow rapidly by acquiring traditional wealth management firms and supercharging them with our software to make them dramatically more efficient and support more clients without adding additional headcount.