Savvy Wealth is a rapidly growing, Series B wealth management company that is reinventing the industry with an AI-native approach. We partner with experienced financial advisors, providing them with a proprietary tech platform, client portal, marketing support, investment management, and client services, allowing them to service more households and save time. AI is central to our operations, from our AI platform, Savvy Intelligence, to our internal use of AI tools like Claude. We are backed by significant investors and are experiencing over 500% year-over-year growth, with approximately 150 employees. We are recognized as a Certified Great Place to Work and have received accolades for our culture and growth.
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Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed