Savvy Wealth is a rapidly growing Series B company in the wealth management industry, aiming to modernize the financial advisor experience with an AI-native platform. They partner with independent financial advisors, providing them with a comprehensive business solution including proprietary technology, client portal, marketing support, investment management, and client services. Savvy emphasizes the integration of AI across its operations, with a product called Savvy Intelligence and internal use of tools like Claude, supported by an AI enablement team. The company is experiencing significant growth (over 500% YoY) and is backed by substantial funding. They are recognized as a Certified Great Place to Work and have received accolades for their culture and growth.
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Job Type
Full-time
Career Level
Director
Education Level
No Education Listed