About the job
Join Our Team at Savvy Wealth:
The wealth management sector in the US, valued at $545 billion, is often hindered by outdated practices and limited technological integration. A staggering 75% of financial advisors still rely on basic email for communication, while 62% continue to manually create financial plans using Excel. This inefficiency detracts from the client experience, forcing advisors to allocate over 70% of their time to non-client related, manual tasks.
Savvy is revolutionizing this landscape. We are developing a cutting-edge, advisor-centric platform designed to modernize financial advice through a digital-first approach. Our partners benefit from AI-enhanced software, automated marketing solutions, and streamlined back-office processes that enable them to grow and focus more on their clients.
To date, we have secured over $105 million in funding from prestigious investors such as Thrive Capital, Index Ventures, Canvas Ventures, and Mark Casady, a former CEO of LPL Financial. Our diverse team consists of experienced founders and operators who have previously contributed to the success of companies like Airbnb, Square, Brex, and Facebook, as well as managing over $200 billion in Registered Investment Advisors (RIAs).
Savvy is poised for significant growth, having achieved a remarkable product-market fit and more than $2.2 billion in Assets Under Management (AUM) within just three years. With over 600% growth in the last 18 months, we are entering an exciting phase of rapid product expansion and ongoing revenue growth. Join us in scaling our impact!

