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Savvy Wealth

Other · United States

About Savvy Wealth

Wealth management is a massive industry in the US ($545 billion annual revenue), but remains archaic and inefficient with low technology penetration. 75% of financial advisors do not offer any digital communication beyond emails and 62% of them conduct financial planning manually (for example, in Excel), resulting in a poor client experience and over 70% of a financial advisor’s time...

Facts

Industry
Other
Company size
Growth · ~200 employees
Headquarters
United States
Funding stage
Series B
Website
https://savvywealth.com/

Hiring activity

23 open roles right now · 8 added in the last 30 days

Most recent posting: July 8, 2026

Roles they hire for:

  • Engineer - Technical Staff
  • Accounting Manager
  • Client Marketing Associate
  • Director, Revenue Strategy and Operations
  • Manager, Strategic Growth
  • Portfolio and Trading Associate
  • Principal Wealth Advisor
  • Product Designer

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