Savvy Wealth is a registered investment advisor (RIA) that partners with experienced financial advisors, offering them a modern, AI-native platform to manage their business. The company provides a comprehensive 'business-in-a-box' solution, including a proprietary tech platform, client portal, marketing support, investment management, and client services. Savvy leverages AI extensively, with its platform Savvy Intelligence and internal use of AI tools like Claude. The company is a Series B startup experiencing rapid growth, with approximately 150 employees and significant backing from venture capital firms. They are recognized as a Great Place to Work Certified company and are focused on scaling their operations.
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Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed