How one entrepreneur’s experience as a wealth management client inspired him to launch his own firm
By his mid-20s, Ritik Malhotra needed a crash course in financial planning. He had built and sold two tech companies—Streem, which was acquired in 2014, and Elph, which he exited in 2019—and he had a windfall on his hands. “I went from being a broke college dropout to having a life-changing amount of money,” Malhotra
