Savvy Wealth

Technology-enabled RIA and wealth management platform.

Financial Services & Banking · 51–200 employees · New York, New York

Hiring record

How Savvy Wealth hires

Not rated yet. Too few open roles to say how it hires. We rate an employer once it has enough openings for the share to mean something.

Open now: 7

Measured nightly from every posting on its own careers page. How we score

About 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. Disclosure: 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”).

The AI used on Savvy Wealth’s advisor platform is not intended to replace human advice. The AI technology efficiently automates and streamlines processes like new account onboarding, ongoing financial planning and personalized communications across multiple marketing channels. The AI is not intended to interact with retail clients of Savvy Advisors, nor does the AI provide client-facing investment advice or investment decisions.

Specialties

Financial Planning
Estate Planning
Tax Planning
Family Office
RIA
Investment Management
Trust & Estate
Alternative Investments
Retirement Planning
Foundations & Endowments
Investment Services
401k for Businesses
Small Business Tax
Direct Indexing
Portfolio Management
Education Panning
Wealth Management

From Savvy Wealth’s LinkedIn page, matched to the employer’s own website.

Industry: Financial Services & Banking
Company size: 51–200 employees
Headquarters: New York, New York
Founded: 2021

Offices

New York, New York 10001, US
Remote, US

Open jobs at Savvy Wealth

7 open jobs

Need to narrow by location or salary? Filter these jobs on the board

Savvy Wealth

How Savvy Wealth hires

Open jobs at Savvy Wealth

Senior Software Engineer (Remote LATAM)

Senior Product Manager

Senior Financial Data Architect

Senior Engineer - Technical Staff

Senior Developer Experience Engineer

Senior Agent Harness Engineer

Product Manager