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Savvy Wealth

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Raised $72M Series B on July 2, 2025

Raised $72M Series B on July 2, 2025

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.

New York, United States

·

$72M Series B

·

Fintech

·

Remote

·

51–200

Accounting Manager

NYC Office · Posted on Apr 14, 2026

People Operations Manager

NYC Office · Posted on Apr 10, 2026

Senior Research Analyst

NYC Office · Posted on Apr 8, 2026

Technical Recruiter

NYC Office · Posted on Apr 2, 2026

Client Marketing Associate

NYC Office · Posted on Apr 2, 2026

Senior Software Engineer (Mexico)

Mexico · Posted on Apr 2, 2026

Senior Fintech Strategy & Ops Manager

NYC Office · Posted on Mar 23, 2026

Senior Product Designer

NYC Office · Posted on Mar 11, 2026

Legal & Compliance

NYC Office · Posted on Mar 11, 2026

Senior Product Manager, AI

NYC Office · Posted on Mar 11, 2026

Head of Fintech Operations

NYC Office · Posted on Mar 11, 2026

Investment Operations and Trading Associate

NYC Office · Posted on Mar 11, 2026

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