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.
The trajectory is steep and it's still early. We're a Series C company with 170+ people, $200M raised, and $100M ARR in sight this year. Inc. ranked us the No. 1 fastest-growing financial services company in America in 2026. Come build the next stage with us!
Recognition:
We're a Certified Great Place to Work and have been honored for our culture and our growth:
Newsweek's America's Greatest Startup Workplaces (2026)
Fortune Best Workplaces in New York™ (2026)
Great Place to Work Certified™
Own the end-to-end product development lifecycle of identifying, designing, and shipping large initiatives for clients and advisors.
Produce high-quality, production-ready, readable, maintainable code
Work cross-functionally with product leadership, design, and business partners to deliver the best product.
5-10 years building web applications with experience shipping features in production environments
Full-stack development skills including web frameworks (Rails preferred), TypeScript, frontend frameworks and libraries (Next.js and React preferred), and SQL databases
Experience writing automated tests across the stack (unit, integration, and end-to-end, e.g. RSpec, Vitest, Playwright) and treating tests as part of shipping a feature, not a follow-up
Hands-on experience with AI coding tools (e.g. Claude Code, Cursor) as part of your daily workflow, including reviewing and testing AI-generated code with the same rigor as your own
Strong collaboration and communication working effectively in cross-functional teams with clear technical communication skills
Understanding of web application fundamentals including authentication/authorization, caching, background processing, and API design principles (GraphQL preferred)
Fintech domain knowledge including financial services, wealth management, regulatory compliance, or financial data integrations
Modern development ecosystem experience with macOS toolchains, CI/CD pipelines, IaaS providers, and observability platforms (Datadog)
Competitive salary and equity package
We offer a generous relocation package to help top talent make the move to our NYC office
Unlimited PTO + paid company holidays
Access to holistic medical, dental, and vision plans
Company 401(k) (including Mega backdoor Roth options), Commuter, and HSA/FSA plans
NYC office in Union Square
Lunch and snacks provided in the office, & dinner if you stay late
Access to virtual mental health care (Spring 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
- 2–5 years of experience building web applications and shipping production features
- Full-stack development experience with web frameworks, preferably Rails
- Frontend experience with NextJS and React
- Experience with SQL databases
- Strong collaboration and communication skills in cross-functional teams
- Understanding of authentication and authorization
- Understanding of caching and background processing
- Understanding of API design principles, preferably GraphQL
- Fintech domain knowledge, including financial services, wealth management, regulatory compliance, or financial data integrations
- Experience with macOS toolchains, CI/CD pipelines, IaaS providers, and observability platforms such as Datadog
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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