Savvy Wealth is revolutionizing the wealth management industry, which is currently archaic and inefficient with low technology penetration. We are building the most advisor-centric platform in wealth management, a digital-first solution that modernizes human financial advice. Our platform offers advisors AI-powered software, automated sales and marketing, and seamless back-office workflows to help them scale faster and dedicate more time to clients. Having raised over $105M from top-tier investors, our team comprises experienced founders and operators from leading tech companies. We have achieved strong product-market fit, surpassing $5.1 billion in AUM in under three years and experiencing over 600% growth in the last 18 months. We are now entering a phase of rapid expansion in our product offerings and continued revenue growth.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed