5 open roles
Savvy Wealth is a registered investment advisor (RIA) that partners with independent financial advisors, offering a proprietary tech platform, marketing, investment management, and back-office support so advisors can grow their business without managing operations themselves. The company is AI-native, building tools like Savvy Intelligence to give advisors a complete view of client finances, and is a Series B startup with around 150 employees backed by Thrive Capital, Index Ventures, and others.