Savvy Wealth Inc., a digital-first platform for financial advisors centered around modernizing human financial advice, today announced that Lisandra Wilmott has joined the company as head of legal & compliance. In this role, she will streamline Savvy’s legal operations, lead the development of its compliance program and build out legal workflows across business units.

As Savvy Wealth’s national affiliate registered investment advisor (RIA), Savvy Advisors, recently surpassed 50 advisors, Wilmott joined the company to better support advisors in their transitions to the firm. Wilmott’s appointment will centralize the firm’s legal function, reducing pain points while supporting Savvy’s advisor recruiting strategies.

“Savvy Wealth has become the leading tech-forward platform for entrepreneurial independent advisors seeking to scale their practices,” said Wilmott. “This is a massive opportunity for me to leverage my vast experience in the wealth management industry and build a legal and compliance operation from the ground up. With a strong culture and talented team already in place, I’m eager to help us achieve our mission of modernizing human advice.”

Wilmott joins Savvy Wealth after departing Pathstone, where she served as general counsel for nearly five years and was a key figure in building out the firm’s legal and compliance department. She led Pathstone through multiple acquisitions as it grew from $25 billion to nearly $200 billion in assets. Previously, Wilmott held vice president - assistant general counsel roles at LPL Financial and J.P. Morgan, advising on legal matters, corporate governance and regulatory compliance. Wilmott earned a Master of Business Administration from MIT’s Sloan School of Management in 2024 and holds a Juris Doctor from University of Maryland Francis King Carey School of Law.

“Lisandra’s legal acumen and proven track record of building compliance programs in the wealth management industry make her a perfect fit for our team,” said Ritik Malhotra, founder and CEO of Savvy Wealth. “We’re entering the next phase of our growth, focused on providing advisors with even more capabilities. We believe Lisandra will play an integral role in this effort—especially in supporting new advisors as they join Savvy and in streamlining legal processes that will help drive our expansion well into the future.”

Savvy Wealth has been transforming its leadership team in 2025 with the addition of Eric Hurkman as the firm’s first chief technology officer and David Weiner as its first chief growth officer. Wilmott is the latest addition to Savvy Wealth’s growing executive team, aimed at further supporting modern advisors as they grow their practices at Savvy. The firm’s technology-first approach empowers advisors to deliver better client experiences while achieving faster growth on their terms.

If you're an advisor, advisory team or burgeoning RIA, and are interested in the opportunity to leverage Savvy Wealth's proprietary technology platform built to serve the comprehensive needs of high-net-worth clients, please visit savvywealth.com for more information.

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 supercharge organic growth with enhanced software, and sales and marketing automation. Savvy Wealth’s proprietary technology empowers wealth managers to scale revenue faster and spend more time focused on growth. 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). 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.

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