Savvy Wealth
savvywealth.com
Actively hiring
Financial Software & Embedded Finance
Wealth Management & Financial Advisors
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Overview
News
Technologies
Salaries
Products
People
Growth
Offices
Jobs
Financials
Funding and backers
Team
79
US Form 5500 (plan participants) · Dec 2025 · +139% in a year
Hiring now
25
+11 posted in 30 days
Backers
1
Index Ventures
Momentum
18/100
hiring for its size
Last sign of life
this month
a posting or a news item
The story so fareach stage dated by its source: the company's releases, the press, registers, filings
2025
Team of 79 was 33 · US Form 5500 (plan participants)
2021
Founded
Tractionpublic signals, read monthly
Web presence
top 0.08%
of 133.2M domains by links, Common Crawl
Backed byfrom the funds' portfolios and accelerator catalogs
Index Ventures Investors in similar startupsfunds that back the companies most like this one
backs Novelty Wealth
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Overview
Savvy Wealth is a digital wealth management company headquartered in New York City and founded in 2021. The company operates a registered investment adviser together with an in-house software platform that automates client onboarding, portfolio administration, compliance, and marketing for the advisers who join it. It recruits established financial advisers away from traditional broker-dealers by offering higher payouts and technology rather than selling directly to end investors.
News
Report
Colorado Wealth, Other Advisors, Join Savvy Advisors, Adding 700M In Assets By Christopher C. Williams February 19, 2026
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Report
When Automation Makes Advice More Human with Ritik Malhotra By Advisorpedia February 13, 2026
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Report
Deals & Moves: Bahnsen Opens Office in Silicon Valley
In addition, Mission Wealth acquires a retirement planning-focused RIA, Carson fully acquires another partner firm and two advisors launch with Osaic.
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Report
Savvy Advisors Adds Colorado Wealth Group, Surpassing 4.5x Growth YOY
With the onboarding of CWG and several other notable advisor teams, Savvy has surpassed 4.5x growth over the last year.
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Report
Altruist's Big Reveal Sent Wealth Management Stocks Tumbling. Here's What's Really Going On. By John Manganaro February 12, 2026
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Report
RIA Boom Redraws Wealth Management Map
Assets at independent advisory firms grew at an annualized rate of 11% over the past five years, while wirehouse assets increased just 8.5%, according to recent data.
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Report
More consumers are buying or selling gold. What to know about the latest rush and swings in value
Gold prices hit new heights in early 2026 - and many consumers have rushed to buy and sell pieces of the precious metal.
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Report
Opinion: Loading up on your employer's stock is tempting in a bull market. But how much is too much? By Matt Nelson January 28, 2026
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Report
Commonwealth loses 653 advisors after LPL deal, retention stands around 77%
A new report finds 22.5% of Commonwealth's advisors left after its sale to LPL Financial, raising questions about whether the firm's touted 90% retention target refers to advisor headcount or assets.
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Tech stack
Technologies named in job postings at Savvy Wealth over the last 12 months, by layer, with the share of postings for each.
Technologies in use
46
Postings analysed
39
Stack modernity
88/100AI adopter
Languages
JavaScript8%
Python3%
Ruby3%
Java3%
Frameworks & libraries
Next.js8%
React.js8%
Django3%
Sidekiq3%
Databases
PostgreSQL10%
BigQuery3%
Google BigQuery3%
Redis3%
Cloud & platforms
AWS15%
GCP13%
GitHub8%
Datadog8%
AI & ML
Claude100%
LLM21%
ChatGPT5%
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Full Savvy Wealth tech stack
46 technologies · by team · pay by technology · changes · similar stacks
Salary insights
Compensation ranges based on this company's open jobs
Median
$200k
Typical range
$75k – $1M
Open positions
25
24
Jobs
Junior
12.5%
Middle
12.5%
Senior
50%
Staff
12.5%
Principal
4.2%
Architect
8.3%
| Level | Jobs | Median | Typical range |
|---|---|---|---|
| Junior | 3 | $140k | $120k – $140k |
| Middle | 3 | $140k | $131k – $200k |
| Senior | 12 | $198k | $75k – $285k |
| Staff | 3 | $230k | $205k – $250k |
| Principal | 1 | $1M | $1M |
| Architect | 2 | $221k | $220k – $221k |
Highest paying role
Principal Wealth Advisor
$1M
Normalized to USD per year
All salaries at Savvy Wealth
By role, level and city, against the market · 25 jobs with pay
Growth
Hiring Momentum
71/100
Growing
Open positions
25
7 opened / 9 closed in 30 days
Median time-to-fill
23 days
faster than 48% of the market
ATS activity
Every ~4 hours
Today
Hiring Dynamics
+100%
Hiring Focus
The percentage next to each role is its share of the company's job openings over the last 90 days; the arrow shows the shift versus the previous period.
Finance
21% ▼
Management
16% ▲
Product
8% ▼
Marketing
8% ▲
Sales
8% ▲
Industrial Engineering
8% ▲
Actively hiring for Management (+5 in 30 days)
Activity Timeline
Added Stripe to stack
Oct 2026
Added Microsoft Excel to stack
Oct 2026
Added Notion to stack
Oct 2026
Added Microsoft Office to stack
Sep 2026
Added SIEM to stack
Sep 2026
Added Google Sheets to stack
Sep 2026
Added Agentic Workflows to stack
Sep 2026
Added Zapier to stack
Sep 2026
Added BigQuery to stack
Sep 2026
Added LinkedIn to stack
Sep 2026
Added IAM to stack
Aug 2026
Added RAG to stack
Aug 2026
Offices
Where the company hires and what each office is for
Cities
1
Hiring now
1
Countries
1
Busiest office
New York
New York
United States
HQ
20 open roles 33 posted in 90 days 5% engineering 50-200 est. staff $190k Avg Salary
hires for Management, Product, Finance
Jobs
$150k – $165k per year • Equity • Hybrid • Full-Time • 5+ years exp • New York
Claude
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$170k – $200k per year • Equity • Hybrid • Full-Time • 3+ years exp • Bachelor's Degree • New York
Cursor
Claude
Claude Code
Apply
$220k – $250k per year • Equity • Hybrid • Full-Time • 5+ years exp • New York
Claude
LLM
Red Teaming
LLM Guardrails
Agentic Workflows
DevOps
GCP
CI/CD
AWS
Cloudflare
GitHub
Cybersecurity
Least Privilege
SIEM
Management
Slack
Google Workspace
Apply
$180k – $235k per year • Equity • In office • Full-Time • New York
Cursor
Claude
Claude Code
AI Agents
OpenAI Codex
DevOps
Platform Engineering
Apply
$220k – $252k per year • Equity • Hybrid • Full-Time • 5+ years exp • Bachelor's Degree • New York
Cursor
Claude
Claude Code
Apply