Savvy Wealth

Finance & Insurance

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Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home. Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at

Founded
2021
Company size
51-200
Headquarters
New York, US
Funding
Series B

Hiring activity

Open roles
29
Posted in the last 30 days
34
Most common roles
Business Operations ManagerPlatform EngineerBusiness Development Representative

Updated 9h ago

What Savvy Wealth says about its culture

Achievement — work you can point at and feel proud ofwork you can point at and feel proud ofAchievementIndependence — room to make your own decisionsroom to make your own decisionsIndependenceRecognition — getting somewhere, and being recognized for itgetting somewhere, and being recognized for itRecognitionRelationships — colleagues you get on with, and work that helps peoplecolleagues you get on with, and work that helps peopleRelationshipsSupport — managers who back their people upmanagers who back their people upSupportWorking conditions — steady, well-run conditions you can rely onsteady, well-run conditions you can rely onWorkingconditions

What Savvy Wealth says it offers, drawn from its own website.

Check if you fit

Opens the career fit test.

To make great financial advice easier to deliver.

  • Advisor-first

    “We put advisors first by anticipating their needs, removing friction, and measuring our success by their impact.”Source

  • First-principles innovation

    “We challenge legacy systems, rethink with first principles, and build what the industry will follow next.”Source

  • No ego, unified execution

    “We leave ego at the door, debate with conviction, and execute as one team.”Source

  • Continuous improvement

    “We compound through consistent progress, lean from failure, and raise the bar for ourselves and each other.”Source

They say people do well here who…

  • Wants to tackle hard problems
  • Moves fast and sets a high bar
  • Background scaling major fintech companies or running money at high levels

Quoted from Savvy Wealth's own website. TeaKo does not verify these claims.

Latest openings

29 open roles at Savvy Wealth. Members see each one.