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Savvy Wealth

Fintech
Savvy Wealth is an SEC-registered investment advisory firm that combines licensed fiduciary financial advisors with proprietary AI technology to deliver personalized wealth management services to high-net-worth individuals. The company manages $5B+ in assets through a network of 100+ advisors across 30+ U.S. locations, offering comprehensive services including financial planning, investment management, tax optimization, and estate planning. Savvy also provides a technology platform called Savvy Intelligence for independent financial advisors seeking to enhance their practice capabilities.

Company Details

Stage
Series C
Team Size
51-200 employees
Locations
Brazil +4
Open Roles
33
https://savvywealth.com

Recent Fundraise

$100M
Series C

2 months ago

Open Positions (33)

Portfolio Strategist

full time·Yesterday·Remote·NYC Office

Strategy & Operations - GTM

full time·Yesterday·Remote·NYC Office

Director of Advisor Implementation

full time·Yesterday·Remote·NYC Office

Director of Advisor Onboarding

full time·Yesterday·Remote·NYC Office

Senior Financial Data Architect

full time·Yesterday·Remote·NYC Office

Sr. Onboarding Consultant

full time·Yesterday·Remote·NYC Office

Sr. Client Transition Specialist

full time·Yesterday·Remote·Remote - US

Senior Manager, Finance Systems & Data

full time·Yesterday·Remote·NYC Office

Product Marketing Lead, New AI Verticals

full time·Yesterday·Remote·NYC Office

Sr. Implementation Consultant

full time·Yesterday·Remote·NYC Office

Director, Revenue Accounting

full time·Yesterday·Remote·NYC Office

Strategy & Operations Manager - AI

full time·Yesterday·Remote·NYC Office

Strategic Growth Partner (NYC)

full time·Yesterday·NYC Office

Product Lead

full time·Yesterday·Remote·NYC Office

Advisory Operations Manager

full time·Yesterday·Remote·NYC Office

Senior Engineering Manager

full time·Yesterday·Remote·NYC Office

Senior Talent Partner

full time·Yesterday·Remote·NYC Office

Director, Strategic Growth

full time·Yesterday·Remote·Remote - US

Portfolio and Trading Associate

full time·Yesterday·Remote·NYC Office

Senior Software Engineer (Remote LATAM)

full time·Yesterday·Remote·Brazil, Latin America +1

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