Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home.
Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at Savvy service up to 50% more households and save 19 hours a week.
AI runs through everything we do. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.
We're a Series B company hitting our stride, with roughly 150 employees and over 500% year-over-year growth, backed by $105M from Thrive Capital, Index Ventures, Canvas Ventures, and Mark Casady (former CEO of LPL Financial). We're also Great Place to Work Certified and shortlisted for Fortune's Best Workplaces in New York. Come help us scale!
The role:
Savvy is hiring an Engineer to help us build the future of AI-powered wealth management. Our platform is where AI meets fiduciary advice, and the engineers who build it are product-minded, technically sharp, and know how to put AI to work in the code they ship, not just the tools they use to write it. You'll own meaningful product and platform work, ship things that advisors rely on every day, and grow into deeper ownership over time.
Responsibilities:
Build and ship product features and platform improvements across our stack, from advisor-facing interfaces to the APIs, pipelines, and services that power them.
Use AI tooling (Claude Code, Cursor, Codex, and whatever's useful) to move faster, write better code, and bring new techniques back to the team.
Own the end-to-end development lifecycle on your work: scope it, build it, ship it to production, and iterate based on real feedback.
Produce production-grade, readable, maintainable code with good testing discipline.
Partner with Product, Design, Data, and business stakeholders to define scope, de-risk execution, and deliver high-impact outcomes.
Work directly with our customers (financial advisors) to learn their workflows and needs from the source.
Must have:
3+ years of professional experience.
You use AI tools actively in your daily workflow: Cursor, Claude Code, Codex, or similar. This isn't occasional or experimental; it's how you work. We expect you to be fluent in AI-assisted development and to bring that fluency into everything you ship.
Experience building and shipping web applications with clear business impact: frontend, backend, or fullstack; what matters is that you've owned real work in production.
Solid full-stack understanding; comfortable working across the stack. We use Next.js, React, Rails, PostgreSQL, and GraphQL.
Clear communicator who collaborates well cross-functionally in a fast-moving startup environment.
Nice to have:
You've shipped product work where AI was part of the feature itself: an LLM-powered workflow, a smart automation, a summarization or extraction feature, a copilot interaction, or similar. Customers used it. You can speak to how it worked and what you learned.
Experience with LLM APIs, prompt engineering, retrieval patterns, or evaluation frameworks.
Fintech domain knowledge: financial services, wealth management, regulatory compliance, or financial data integrations.
Familiarity with vector databases or embedding pipelines (e.g., Pinecone, pgvector, Weaviate).
Modern development ecosystem fluency: macOS toolchains, CI/CD pipelines, IaaS (AWS/GCP), and observability platforms (Datadog, etc.).
Competitive salary and equity package
Unlimited PTO + paid company holidays
Access to holistic medical, dental, and vision plans
Company 401(k), Commuter, and HSA/FSA plans
NYC office in the heart of Manhattan
Lunch and snacks provided in the office
Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
Skills Required
- 3+ years of professional software engineering experience
- Active, daily use of AI-assisted development tools (e.g., Cursor, Claude Code, Codex)
- Experience building and shipping web applications with measurable business impact
- Solid full-stack understanding and comfort working across frontend and backend
- Experience with Next.js, React, Rails, PostgreSQL, and GraphQL
- Produces production-grade, readable, maintainable code with strong testing discipline
- Clear communicator who collaborates well cross-functionally and with customers
What We Do
Wealth management is a massive industry in the US ($545 billion annual revenue), but remains archaic and inefficient with low technology penetration. 75% of financial advisors do not offer any digital communication beyond emails and 62% of them conduct financial planning manually (for example, in Excel), resulting in a poor client experience and over 70% of a financial advisor’s time spent on non-client facing tasks. Savvy is a digital-first platform for financial advisors centered around modernizing human financial advice. Financial advisors who partner with Savvy leverage the integrated technology platform to help supercharge growth with AI-powered software, sales and marketing automation, and back office workflows. Savvy’s proprietary technology empowers financial advisors to help scale revenue faster and spend more time focused on growth. We are a team of former founders and operators who have started and sold two companies and have helped build iconic companies including Airbnb, Square, Robinhood, Facebook, and more. We’ve raised $34M from top-tier VC firms, including Canvas Ventures, Thrive Capital, Index Ventures, Brewer Lane Ventures, The House Fund, and a panel of A-list founders & executives from the technology & wealth management industry. Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit by providing a modern platform to financial advisors. We’ve grown 700%+ in the last 12 months and are entering the next phase of the company, which involves rapid expansion of our product offering and revenue growth. Apply below to help us scale!
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