Savvy is the modern RIA and wealth management platform that pairs financial advisors with the leading AI-powered CRM for advisors, in-house marketing support, proprietary investment management models, dedicated client service managers, 100% baked-in compliance, investment operations research, and more — so they can focus on their clients while we automate the rest.
Demand Generation Lead
NYC Office · Posted on Oct 29, 2025
Marketing Specialist
NYC Office · Posted on Oct 29, 2025
Senior Client Associate (West Coast)
Remote (US) · Posted on Oct 24, 2025
Senior Product Manager
NYC Office · Posted on Oct 21, 2025
Software Engineer
NYC Office · Posted on Oct 20, 2025
Director, Strategic Growth Managers
Remote (US) · Posted on Oct 10, 2025
Controller
NYC Office · Posted on Oct 4, 2025
Product Marketing Lead
NYC Office · Posted on Oct 4, 2025
Investment Operations and Trading Associate
NYC Office · Posted on Oct 4, 2025
Sr. Engineering Manager
NYC Office · Posted on Oct 1, 2025
Onboarding Manager
NYC Office · Posted on Aug 29, 2025
Senior Client Associate
Remote (US) · Posted on Aug 19, 2025
Explore similar companies to Savvy Wealth
Augment Market
Buy & sell shares in private tech companies.
Natural
Payments for AI agents.
Numeral
Ecommerce sales tax on autopilot.
Anrok
Automated taxes for SaaS companies.
Pivot
Modern procurement platform.
Comulate
Transforming insurance with AI.
Pulley
Equity management for high growth startups.
Crux
Efficient finance for America’s energy future.
Warp
Payroll and compliance for startups.















