Savvy Wealth
Company Name
Savvy Wealth
Domain
Employee Count
51 - 200
Location
New York, USA
Funding
Series B
LinkedIn
➡️ Savvy Wealth is a digital-first platform for financial advisors centered around modernizing human financial advice. Financial advisors who partner with Savvy leverage its purpose-built, integrated technology platform to help build organic growth with enhanced software and sales and marketing automation. Its proprietary technology empowers advisors to scale revenue faster and spend more time with their clients.
Disclosure: Savvy Wealth, Inc. is a tech company and the parent company of Savvy Advisors, Inc. All advisory services are offered through Savvy Advisors, Inc., an investment advisor registered with the Securities and Exchange Commission (“SEC”). The AI used on Savvy Wealth’s advisor platform is not intended to replace human advice. The AI technology efficiently automates and streamlines processes like new account onboarding, ongoing financial planning and personalized communications across multiple marketing channels. The AI is not intended to interact with retail clients of Savvy Advisors, nor does the AI provide client-facing investment advice or investment decisions.
Technographics
Technologies used by people at Savvy Wealth
Python
Python is used by 1 recent hire at Savvy Wealth
| Name | Role | Function |
|---|---|---|
Russell Moss Decision Maker | Revenue Operations Manager | Revops |
R
R is used by 1 recent hire at Savvy Wealth
| Name | Role | Function |
|---|---|---|
Russell Moss Decision Maker | Revenue Operations Manager | Revops |
GIS
GIS is used by 1 recent hire at Savvy Wealth
| Name | Role | Function |
|---|---|---|
Russell Moss Decision Maker | Revenue Operations Manager | Revops |
Commerce7
Commerce7 is used by 1 recent hire at Savvy Wealth
| Name | Role | Function |
|---|---|---|
Russell Moss Decision Maker | Revenue Operations Manager | Revops |
Zapier
Zapier is used by 1 recent hire at Savvy Wealth
| Name | Role | Function |
|---|---|---|
Russell Moss Decision Maker | Revenue Operations Manager | Revops |
Klaviyo
Klaviyo is used by 1 recent hire at Savvy Wealth
| Name | Role | Function |
|---|---|---|
Russell Moss Decision Maker | Revenue Operations Manager | Revops |
AWS
AWS is used by 1 recent hire at Savvy Wealth
| Name | Role | Function |
|---|---|---|
| Senior Software Engineer | Full-stack engineering – savvy wealth |
Lambda
Lambda is used by 1 recent hire at Savvy Wealth
| Name | Role | Function |
|---|---|---|
| Senior Software Engineer | Full-stack engineering – savvy wealth |
EC2
EC2 is used by 1 recent hire at Savvy Wealth
| Name | Role | Function |
|---|---|---|
| Senior Software Engineer | Full-stack engineering – savvy wealth |
S3
S3 is used by 1 recent hire at Savvy Wealth
| Name | Role | Function |
|---|---|---|
| Senior Software Engineer | Full-stack engineering – savvy wealth |
DynamoDB
DynamoDB is used by 1 recent hire at Savvy Wealth
| Name | Role | Function |
|---|---|---|
| Senior Software Engineer | Full-stack engineering – savvy wealth |
SQS
SQS is used by 1 recent hire at Savvy Wealth
| Name | Role | Function |
|---|---|---|
| Senior Software Engineer | Full-stack engineering – savvy wealth |
API Gateway
API Gateway is used by 1 recent hire at Savvy Wealth
| Name | Role | Function |
|---|---|---|
| Senior Software Engineer | Full-stack engineering – savvy wealth |
Ruby
Ruby is used by 1 recent hire at Savvy Wealth
| Name | Role | Function |
|---|---|---|
| Senior Software Engineer | Full-stack engineering – savvy wealth |
Ruby on Rails
Ruby on Rails is used by 1 recent hire at Savvy Wealth
| Name | Role | Function |
|---|---|---|
| Senior Software Engineer | Full-stack engineering – savvy wealth |
Datadog
Datadog is used by 1 recent hire at Savvy Wealth
| Name | Role | Function |
|---|---|---|
| Senior Software Engineer | Full-stack engineering – savvy wealth |
Departments
People and jobs organized by department and sub-department
Ai Ml
2 jobs
Data engineering(2 jobs)
Technologies used at Savvy Wealth in the Function of Data engineering
Airflow
Fivetran
Kafka
Kinesis
Looker
Metabase
Python
SQL
Snowflake
dbt
Recent jobs posted at Savvy Wealth Data engineering
Founding Data Engineer
Jun 27, 2025
Founding Data Engineer
Jun 21, 2025
Customer Success
9 people • 11 jobs
Advisor experience – savvy wealth(3 jobs)
Recent jobs posted at Savvy Wealth Advisor experience – savvy wealth
Implementation Manager
Sep 13, 2025
Head of Customer Success
Sep 12, 2025
Onboarding Manager
Aug 29, 2025
Client experience – savvy wealth(3 people, 4 jobs)
Key new hires at Savvy Wealth in the Function of Client experience – savvy wealth
| Name | Role | Joined |
|---|---|---|
Kendra Jones Decision Maker | Client Experience Lead | Mar 2025 |
| Senior Client Service Associate | Jun 2025 | |
| Senior Client Service Associate | May 2025 |
Technologies used at Savvy Wealth in the Function of Client experience – savvy wealth
Google Suite
MS Office
Microsoft Office
Salesforce
Recent jobs posted at Savvy Wealth Client experience – savvy wealth
Senior Client Associate (West Coast)
Oct 24, 2025
Senior Client Associate
Sep 10, 2025
Advisor Experience Manager
Jul 2, 2025
Advisor Experience Manager
May 20, 2025
Financial planning – perspective 6 wealth advisors(1 people)
Key new hires at Savvy Wealth in the Function of Financial planning – perspective 6 wealth advisors
| Name | Role | Joined |
|---|---|---|
| Financial Planning Associate | Jun 2025 |
Financial planning – savvy wealth(1 people)
Key new hires at Savvy Wealth in the Function of Financial planning – savvy wealth
| Name | Role | Joined |
|---|---|---|
| Financial Planning Associate | Jun 2025 |
Wealth management – perspective 6 wealth advisors(1 people)
Key new hires at Savvy Wealth in the Function of Wealth management – perspective 6 wealth advisors
| Name | Role | Joined |
|---|---|---|
Matthew Finley, CFP® Decision Maker | Wealth Manager | Jun 2025 |
Wealth management – savvy wealth(3 people, 4 jobs)
Key new hires at Savvy Wealth in the Function of Wealth management – savvy wealth
| Name | Role | Joined |
|---|---|---|
Dave Sharpe, CRPC®, APMA®, C(k)P®, CRPS®, CPFA®, CLTC® Decision Maker | Wealth Manager | Apr 2025 |
Evan Melching, AWMA™️ Decision Maker | Wealth Manager | Apr 2025 |
| Wealth Advisor | May 2025 |
Recent jobs posted at Savvy Wealth Wealth management – savvy wealth
Senior Wealth Advisor, Scottsdale
Apr 21, 2025
Senior Wealth Advisor, Carmel
Apr 21, 2025
Senior Wealth Advisor, Raleigh
Mar 31, 2025
Senior Wealth Advisor, Baltimore
Mar 31, 2025
Engineering
4 people • 3 jobs
Frontend engineering – savvy wealth(2 people)
Key new hires at Savvy Wealth in the Function of Frontend engineering – savvy wealth
| Name | Role | Joined |
|---|---|---|
| Senior Software Engineer | Jun 2025 | |
| Software Engineer | Mar 2025 |
Full-stack engineering – savvy wealth(1 people, 3 jobs)
Key new hires at Savvy Wealth in the Function of Full-stack engineering – savvy wealth
| Name | Role | Joined |
|---|---|---|
| Senior Software Engineer | May 2025 |
Technologies used at Savvy Wealth in the Function of Full-stack engineering – savvy wealth
API Gateway
API design
AWS
Authentication
Authorization
Background processing
CI/CD
Caching
Datadog
Django
DynamoDB
EC2
GraphQL
Lambda
NextJS
Rails
React
Ruby
Ruby on Rails
S3
SQL
SQS
Spring
macOS
Recent jobs posted at Savvy Wealth Full-stack engineering – savvy wealth
Key new hires at Savvy Wealth in the Function of Engineering
| Name | Role | Joined |
|---|---|---|
| Senior Software Engineer | Jun 2025 |
Finance
2 people • 2 jobs
Accounting & controls – savvy wealth(1 jobs)
Technologies used at Savvy Wealth in the Function of Accounting & controls – savvy wealth
NetSuite
QuickBooks
Recent jobs posted at Savvy Wealth Accounting & controls – savvy wealth
Controller
Oct 26, 2025
Finance and business operations – savvy wealth(2 people)
Key new hires at Savvy Wealth in the Function of Finance and business operations – savvy wealth
| Name | Role | Joined |
|---|---|---|
Vainius Glinskis Decision Maker | Senior FP&A Manager | Sep 2025 |
| Finance and Biz Ops | N/A |
Fp&a – savvy wealth(1 jobs)
Technologies used at Savvy Wealth in the Function of Fp&a – savvy wealth
Brex
Excel
QuickBooks
Ramp
Recent jobs posted at Savvy Wealth Fp&a – savvy wealth
Senior FP&A Manager
Jul 3, 2025
Internal It
1 people • 1 jobs
It operations(1 people, 1 jobs)
Key new hires at Savvy Wealth in the Function of It operations
| Name | Role | Joined |
|---|---|---|
Simon Wu Decision Maker | Senior IT Operations Manager | Sep 2025 |
Technologies used at Savvy Wealth in the Function of It operations
Google Workspace
MDM
Rippling
SOC 2
Recent jobs posted at Savvy Wealth It operations
Senior IT Operations Manager
Jul 24, 2025
Leadership
1 people • 4 jobs
Board member – venture capital(1 people)
Key new hires at Savvy Wealth in the Function of Board member – venture capital
| Name | Role | Joined |
|---|---|---|
| Board Member | May 2025 |
Chief investment officer – savvy wealth(2 jobs)
Recent jobs posted at Savvy Wealth Chief investment officer – savvy wealth
Chief Investment Officer
Jun 27, 2025
Chief Investment Officer
Apr 28, 2025
Engineering management – savvy wealth(1 jobs)
Recent jobs posted at Savvy Wealth Engineering management – savvy wealth
Senior Engineering Manager
Jul 3, 2025
General manager – new products(1 jobs)
Recent jobs posted at Savvy Wealth General manager – new products
GM, New Products
Apr 29, 2025
Marketing
7 people • 11 jobs
Campaign management – savvy wealth(7 jobs)
Technologies used at Savvy Wealth in the Function of Campaign management – savvy wealth
CRM systems
Customer.io
Google Analytics
HubSpot
project management tools
social media management tools
Recent jobs posted at Savvy Wealth Campaign management – savvy wealth
Marketing Manager
Aug 26, 2025
Marketing Specialist
Aug 26, 2025
Marketing Specialist
Aug 6, 2025
Marketing Manager
Jun 10, 2025
Marketing Specialist
Jun 10, 2025
Marketing Specialist
Jun 5, 2025
Marketing Manager
Jun 5, 2025
Client marketing – savvy wealth(2 jobs)
Technologies used at Savvy Wealth in the Function of Client marketing – savvy wealth
HubSpot
Notion
Webflow
Wrike
Recent jobs posted at Savvy Wealth Client marketing – savvy wealth
Senior Marketing Manager, Client Marketing
Aug 26, 2025
Senior Marketing Manager, Client Marketing
Jul 1, 2025
Content marketing – savvy wealth(1 jobs)
Recent jobs posted at Savvy Wealth Content marketing – savvy wealth
Content Marketing Lead
Sep 12, 2025
Demand generation – savvy wealth(2 people)
Key new hires at Savvy Wealth in the Function of Demand generation – savvy wealth
| Name | Role | Joined |
|---|---|---|
Zack Guiliano Decision Maker | Senior Marketing Manager | Sep 2025 |
Andrew Bernstein Decision Maker | Demand Gen Lead | Mar 2025 |
Growth – savvy wealth(3 people)
Key new hires at Savvy Wealth in the Function of Growth – savvy wealth
| Name | Role | Joined |
|---|---|---|
Erin Pearson Decision Maker | Senior Growth Manager | Apr 2025 |
Bryan Belville Decision Maker | Senior Growth Manager | Apr 2025 |
| Strategic Growth | Aug 2025 |
Product marketing – savvy wealth(1 jobs)
Recent jobs posted at Savvy Wealth Product marketing – savvy wealth
Senior Product Marketing Manager
Oct 26, 2025
Key new hires at Savvy Wealth in the Function of Marketing
| Name | Role | Joined |
|---|---|---|
| Marketing | Oct 2025 | |
| Marketing & Communications Coordinator | Jun 2025 |
Operations
3 people • 2 jobs
Advisor operations – savvy wealth(1 people)
Key new hires at Savvy Wealth in the Function of Advisor operations – savvy wealth
| Name | Role | Joined |
|---|---|---|
Jackie Byun Decision Maker | Senior Manager, Advisor Operations | Jun 2025 |
Investment operations – savvy wealth(1 jobs)
Technologies used at Savvy Wealth in the Function of Investment operations – savvy wealth
Fidelity
Orion Eclipse
Schwab
Recent jobs posted at Savvy Wealth Investment operations – savvy wealth
Investment Operations and Trading Associate
Oct 26, 2025
Wealth management operations – savvy wealth(1 jobs)
Technologies used at Savvy Wealth in the Function of Wealth management operations – savvy wealth
Orion Eclipse
YCharts
Recent jobs posted at Savvy Wealth Wealth management operations – savvy wealth
Head of Wealth Management Operations
Aug 4, 2025
Key new hires at Savvy Wealth in the Function of Operations
| Name | Role | Joined |
|---|---|---|
Abbey Marquardt Decision Maker | Practice Manager | Jun 2025 |
| Investment Management | Apr 2025 |
People
2 people • 4 jobs
People operations(1 jobs)
Technologies used at Savvy Wealth in the Function of People operations
Rippling
Recent jobs posted at Savvy Wealth People operations
People Operations Manager
Sep 11, 2025
Recruiting operations(1 jobs)
Technologies used at Savvy Wealth in the Function of Recruiting operations
Ashby
Excel
Google Sheets
Greenhouse
Lever
Recent jobs posted at Savvy Wealth Recruiting operations
Recruiting Operations Specialist
Sep 10, 2025
Talent acquisition – founding(2 people)
Key new hires at Savvy Wealth in the Function of Talent acquisition – founding
| Name | Role | Joined |
|---|---|---|
Rasika Rajagopalan Decision Maker | VP, People and Talent | N/A |
| Founding Recruiter | May 2025 |
Talent acquisition & people operations(2 jobs)
Recent jobs posted at Savvy Wealth Talent acquisition & people operations
Head of People & Talent
Jun 27, 2025
Head of People & Talent
May 12, 2025
Product
2 people • 4 jobs
Design – savvy wealth(1 people, 2 jobs)
Key new hires at Savvy Wealth in the Function of Design – savvy wealth
| Name | Role | Joined |
|---|---|---|
| Senior Visual Designer | Jun 2025 |
Recent jobs posted at Savvy Wealth Design – savvy wealth
Product Design Lead
Jun 24, 2025
Product Design Lead
Apr 29, 2025
Product management – new products(1 people, 1 jobs)
Key new hires at Savvy Wealth in the Function of Product management – new products
| Name | Role | Joined |
|---|---|---|
| GM, New Products | Jul 2025 |
Recent jobs posted at Savvy Wealth Product management – new products
GM, New Products
Jun 27, 2025
Product management – savvy wealth(1 jobs)
Recent jobs posted at Savvy Wealth Product management – savvy wealth
Senior Product Manager
Oct 21, 2025
Revops
2 people • 3 jobs
Revenue operations(3 jobs)
Technologies used at Savvy Wealth in the Function of Revenue operations
Excel
Google Sheets
JavaScript
Javascript
Python
SQL
Salesforce
Zapier
Recent jobs posted at Savvy Wealth Revenue operations
Revenue Operations Manager
Aug 5, 2025
Revenue Operations Manager
Jul 16, 2025
Revenue Operations Manager
Jun 26, 2025
Key new hires at Savvy Wealth in the Function of Revops
| Name | Role | Joined |
|---|---|---|
Russell Moss Decision Maker | Revenue Operations Manager | Sep 2025 |
David Hipperson Decision Maker | Manager, Strategic Growth Associates | Jun 2025 |
Technologies used at Savvy Wealth in the Function of Revops
Commerce7
GIS
Klaviyo
Python
R
Zapier
Sales
8 people • 28 jobs
Advisor recruiting – savvy wealth(3 jobs)
Technologies used at Savvy Wealth in the Function of Advisor recruiting – savvy wealth
Apollo
CRM
Docusign
GSuite
Gong
Google Drive
LinkedIn Recruiter
Salesforce
Slack
Zoom
Recent jobs posted at Savvy Wealth Advisor recruiting – savvy wealth
Strategic Growth Manager
Jul 9, 2025
Senior Strategic Growth Associate
Jun 27, 2025
Direct-to-consumer business development – savvy wealth(1 jobs)
Technologies used at Savvy Wealth in the Function of Direct-to-consumer business development – savvy wealth
Apollo
Clay
HubSpot
LinkedIn Sales Navigator
Recent jobs posted at Savvy Wealth Direct-to-consumer business development – savvy wealth
Business Development Manager
May 22, 2025
Strategic growth management – savvy wealth(1 jobs)
Technologies used at Savvy Wealth in the Function of Strategic growth management – savvy wealth
Apollo
CRM
Gong
Recent jobs posted at Savvy Wealth Strategic growth management – savvy wealth
Director, Strategic Growth Managers
Oct 11, 2025
Wealth advisory – savvy wealth(6 people, 23 jobs)
Key new hires at Savvy Wealth in the Function of Wealth advisory – savvy wealth
| Name | Role | Joined |
|---|---|---|
Jacob LaRue, CFP® Decision Maker | Wealth Manager | Jun 2025 |
Dustin Roberts Decision Maker | Wealth Manager | Apr 2025 |
| Wealth Management Advisor | Aug 2025 | |
| Wealth Advisor | Jun 2025 | |
| Wealth Advisor | Jun 2025 | |
| Wealth Advisor | Mar 2025 |
Recent jobs posted at Savvy Wealth Wealth advisory – savvy wealth
Senior Wealth Advisor
Oct 24, 2025
Financial Advisor/Senior Wealth Advisor
Aug 1, 2025
Senior Wealth Advisor, Newport Beach
Apr 21, 2025
Senior Wealth Advisor, Bellevue
Apr 21, 2025
Senior Wealth Advisor, West Palm Beach
Apr 21, 2025
Senior Wealth Advisor, Naples
Apr 21, 2025
Senior Wealth Advisor, Boulder
Apr 21, 2025
Senior Wealth Advisor
Apr 1, 2025
Senior Wealth Advisor, Tampa
Mar 31, 2025
Wealth management – savvy wealth(2 people)
Key new hires at Savvy Wealth in the Function of Wealth management – savvy wealth
| Name | Role | Joined |
|---|---|---|
Matthew Nelson, CFP® AIF® ECA Decision Maker | Wealth Manager | Jun 2025 |
Luis Miletti Jr, CRPC®, CIMA® Decision Maker | Wealth Manager | Mar 2025 |
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