Savvy Wealth

Savvy Wealth is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make great advice easier to deliver.

Savvy Wealth has received investment from Canvas Prime, Brewer Lane Ventures, Industry Ventures, Vestigo Ventures, Euclidean Capital, Alumni Ventures, The House Fund, Thrive Capital, Vamsi Yadlapati, The House Fund. Lead investors include Industry Ventures.

Savvy Wealth was founded by Muller Zhang, Ritik Malhotra.

Savvy Wealth has approximately 126 employees.

Savvy Wealth and has completed 4 funding rounds. The most recent funding was a series b.

Savvy Wealth uses technologies including Ruby on Rails, React, TypeScript, PostgreSQL, GraphQL, Next.js, AWS.

Savvy Wealth operates in the Financial Services industry.

Savvy Wealth currently has 4 open positions on Clera.

The company offers great benefits including Competitive Salary And Equity Package, Unlimited PTO + Paid Company Holidays, Access To Best In Class Medical, Dental, And Vision Plans.

Savvy Wealth offers hybrid work arrangements with 1 hybrid position available. These roles typically combine remote work with some in-office presence.