New York · Hybrid · $128k–$150k/yr
Savvy Wealth
Backed byIndustry VenturesAbout Savvy Wealth
Savvy Wealth is a tech company and the parent entity of Savvy Advisors, Inc., a registered investment adviser with the U.S. Securities and Exchange Commission. It offers a digital-first platform for independent financial advisors that aims to modernize human financial advice by providing integrated technology to drive organic growth and enhance sales and marketing automation. Its proprietary AI automates onboarding, ongoing financial planning, and personalized communications across multiple channels, helping advisors scale revenue while spending more time with clients. The AI is designed to assist rather than replace human advice and is not intended to interact with retail clients or provide client-facing investment recommendations.
Open positions · 18
New York · On-site · $145k–$170k/yr
New York · Hybrid · $170k–$200k/yr
New York · Hybrid · $190k–$225k/yr
New York · Hybrid · $183k–$221k/yr
New York · Remote ok · $70k–$75k/yr
New York · On-site · $175k–$230k/yr
New York · Hybrid · $240k–$265k/yr
New York · Hybrid
New York · Hybrid · $95k–$130k/yr
New York · Hybrid · $220k–$235k/yr
New York · On-site · $120k–$140k/yr
New York · Remote ok · $65k–$75k/yr
New York · Hybrid · $200k–$250k/yr
New York · Hybrid · $130k–$145k/yr
New York · On-site · $117k–$131k/yr
New York · Remote solely · $200k–$1000k/yr
New York · On-site · $190k–$225k/yr
Company at a glance
Founders & Leadership
Investors
- Global Founders CapitalEquity

- BoxGroupEquity

- Brewer Lane VenturesSeries B

- Vestigo VenturesSeries B

- ECEuclidean CapitalSeries B
- OPOperator PartnersEquity
- The House FundSeries B

- Alumni VenturesSeries A Extension

- Index VenturesSeries A Extension

- Thrive CapitalSeries B

- ACA CapitalEquity
- Industry VenturesSeries B

+1 more investors
Location
About the Team
Team Distribution
- Operations62%
- Sales20%
- Engineering9%
- Other Specialized3%
- Product & Design3%
Where the Team Studied
- 1.University of Nevada, Las Vegas
- 2.Northwestern University
- 3.University of Minnesota
- 4.Yale University
- 5.Columbia University
Team Worked At
- JPMorgan Chase
- Morgan Stanley
- Bank of America
- Charles Schwab
- Fidelity Investments
Team Composition
200 people- Finance1 senior61
- Business Development3 senior17
- Customer Success and Support2 senior15
- Engineering1 senior13
- Marketing2 senior8
- Operations1 senior8
- Entrepreneurship6 senior7
- Human Resources4
Funding History
Life at Savvy Wealth
Frequently asked questions
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