About Savvy Wealth

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™

Build Your Dream Advisory Practice - Powered by Savvy

At Savvy, our mission is to make great financial advice easier to deliver through empowering experienced financial advisors to build the practices they've always dreamed of. We handle the back-office burden, automate the tedious work, and arm you with AI-powered tools, so you can focus on what actually moves the needle: your clients.

As a Financial Advisor on the Savvy platform, you'll run your own client-first business with maximum autonomy, backed by technology built specifically for advisors like you. No more manual financial plans in Excel. No more chasing paperwork. Just you, your clients, and the modern infrastructure to grow faster than you thought possible.

You will

Build and grow your own firm, powered by Savvy's platform and resources

Develop client relationships and your book of business with the support of AI-powered prospecting and marketing tools

Serve as a trusted advisor across investment strategy, tax planning, retirement, estate planning, stock options, charitable giving, and risk management

Prepare and present comprehensive financial plans that cut through complexity for clients

Design, implement, and monitor long-term investment portfolios and asset allocations

Act as a design partner to Savvy's Product team — your feedback shapes the platform

Help vet and inspire other top advisors to join the Savvy network

Required experience

Currently operating as a financial advisor

Series 65 or equivalent with a clean U4

Existing, transferrable book of business

Proven track record of client acquisition and retention

CFA or CFP certification (preferred)

The ideal candidate

Has an entrepreneurial mindset and wants to grow a practice without the typical overhead

Brings 7+ years of investment advisory experience

Has an existing, transferrable book of business

Communicates financial advice with empathy, clarity, and confidence

Is energized by the idea of spending more time with clients and less time on admin

CFA or CFP certification is a plus

What Savvy brings to the table

AI-powered software that eliminates manual, non-client-facing work