Savvy Wealth

Backed byIndustry Ventures
Total raised$105.8M
StageSeries B
Hiring pace18 roles / 90d
Founded2021
Team size51-200
HQNew York, New York
IndustriesFinancial ServicesFinTechWealthTechSaaS

About 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

Company at a glance

Location
New York, New York

Founders & Leadership

AH

Amir Har-El

COO @ Savvy Wealth

LinkedIn
DW

David Weiner

CRO | Investor | Advisor | Leader | Father

LinkedIn
DA

Dustin Parsons, AAMS™

Founder, CEO & Principal Wealth Manager

LinkedIn
EH

Eric Hurkman

CTO at Savvy Wealth

LinkedIn
JL

Jordan Lauber

Financial Planner at Mosaic Wealth Advisors

LinkedIn

Location

About the Team

Team Distribution

  • Operations62%
  • Sales20%
  • Engineering9%
  • Other Specialized3%
  • Product & Design3%

Where the Team Studied

  1. 1.University of Nevada, Las Vegas
  2. 2.Northwestern University
  3. 3.University of Minnesota
  4. 4.Yale University
  5. 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

Cumulative Funding

Life at Savvy Wealth

Frequently asked questions

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