Savvy Wealth
Backed by
Raised $72M Series B on Jul 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.
Onboarding Manager
NYC Office · Posted on Aug 29, 2025
Product Design Manager
NYC Office · Posted on Aug 28, 2025
Marketing Specialist
NYC Office · Posted on Aug 26, 2025
Marketing Manager
NYC Office · Posted on Aug 26, 2025
Advisor Activation Manager
NYC Office · Posted on Aug 22, 2025
Head of Advisor Success
NYC Office · Posted on Aug 21, 2025
Recruiting Operations Specialist
NYC Office · Posted on Aug 19, 2025
Senior Client Associate
Remote (US) · Posted on Aug 19, 2025
Senior Recruiter
NYC Office · Posted on Aug 15, 2025
Content Marketing Lead
NYC Office · Posted on Jul 30, 2025
Software Engineer
NYC Office · Posted on Jul 17, 2025
Strategic Growth Manager
Remote (US) · Posted on Jul 10, 2025
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