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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