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.

Manager, Strategic Growth Associates

Accounting Manager

People Operations Manager

Senior Research Analyst

Technical Recruiter

Client Marketing Associate

Senior Software Engineer (Mexico)

Senior Fintech Strategy & Ops Manager

Senior Product Designer

Legal & Compliance

Senior Product Manager, AI

Head of Fintech Operations
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