About the job
About Savvy Wealth:
Savvy Wealth is revolutionizing the $545 billion wealth management industry in the U.S. by addressing its outdated and inefficient practices. With a staggering 75% of financial advisors relying solely on email for digital communication and 62% still crafting financial plans manually in Excel, the client experience suffers, forcing advisors to dedicate over 70% of their time to non-client-facing, manual tasks.
At Savvy, we are changing the narrative. Our advisor-centric platform offers a digital-first solution that enhances human financial advice. Financial advisors who collaborate with us gain access to AI-driven software, automated sales and marketing tools, and streamlined back-office workflows, empowering them to accelerate growth and focus more on their clients.
Having raised over $105 million from top-tier investors such as Thrive Capital, Index Ventures, and Canvas Ventures, our team comprises seasoned founders and operators who have significantly contributed to industry giants like Airbnb, Square, and Facebook.
Savvy is at a critical juncture in its growth, having achieved a remarkable product-market fit and exceeding $2.2 billion in Assets Under Management (AUM) within three years. With a 600% growth in the last 18 months, we are poised to expand our product offerings and continue our revenue growth. Join us on this exciting journey!

