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

New York

Open Roles

https://savvywealth.com

Recent Fundraise

$100M

Series C

1 month ago

Open Positions (16)

Senior Revenue Operations Manager

full time·2 weeks ago·New York

Senior Developer Experience Engineer

full time·2 weeks ago·New York

Senior Agent Harness Engineer

full time·2 weeks ago·New York

Brokerage Operations Manager

full time·2 weeks ago·New York

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