About the job
Join Savvy Wealth as a Senior Software Engineer!
Wealth management in the US is a staggering $545 billion industry that is still bogged down by outdated practices and minimal technological integration. Shockingly, 75% of financial advisors rely solely on email for digital communication, and 62% still create financial plans manually using Excel. This leads to a subpar client experience and forces financial advisors to dedicate over 70% of their time to non-client facing manual tasks.
At Savvy, we are revolutionizing this space. Our mission is to create the most advisor-centric platform in wealth management, offering a digital-first solution that enhances human financial advice. Advisors collaborating with Savvy will benefit from AI-driven software, automated marketing and sales, and streamlined back-office processes that allow them to grow their business faster and focus on client relationships.
With over $105 million raised from esteemed investors like Thrive Capital, Index Ventures, and Mark Casady (former CEO of LPL Financial), our team consists of seasoned founders and operators who have contributed to the success of companies such as Airbnb, Square, Brex, and Facebook, as well as managing $200 billion+ in Registered Investment Advisors (RIAs).
We're at a critical juncture in our growth, having established a robust product-market fit with our modern platform for financial advisors. Within less than three years, we have surpassed $5.1 billion in assets under management (AUM) and achieved over 600% growth in the past 18 months. We are now poised to expand our product offerings rapidly and continue our revenue growth. Join us in scaling!
