Savvy Wealth

Series B · New York

AI-native platform for financial advisors

Savvy Wealth is a registered investment advisor that gives independent financial advisors a modern home for their practice. Wealth management is a $545 billion industry still running on manual work — 75% of advisors offer no digital communication beyond email, and most build financial plans by hand in spreadsheets. Advisors bring their book to Savvy and operate under their own brand or its, while Savvy provides a proprietary technology platform and client portal, in-house marketing, investment management and a client services team running day-to-day operations. Savvy earns a percentage of the assets those advisors manage.

Last round

$100MSeries CSep 2026led by Halo Fund

9open rolesProduct, GTM, Sales, Marketing, BizOps, Data, and Chief of Staff

RoleEst. Compensation

Strategic Growth Manager (Account Executive)Savvy WealthGrowth · Manager-Lead · Series B · Remote · New York

$250k–$285k

Senior Brokerage Operations ManagerSavvy WealthBusiness Operations · Manager-Lead · Series B · Remote · New York

$160k–$180k

Investment Operations AssociateSavvy WealthBusiness Operations · Junior · Series B · On-site · New York

$120k–$140k

Senior Manager, Marketing OperationsSavvy WealthMarketing · Manager-Lead · Series B · Remote · New York

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Senior Manager, Client MarketingSavvy WealthMarketing · Manager-Lead · Series B · Remote · New York

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Senior Product Manager, Family OfficeSavvy WealthProduct Management · Manager-Lead · Series B · On-site · New York

$190k–$225k

Product Manager, Advisor ExperienceSavvy WealthProduct Management · Manager-Lead · Series B · On-site · New York

$170k–$200k

Senior Product Marketing ManagerSavvy WealthProduct Marketing · Manager-Lead · Series B · Remote · New York

$150k–$180k

Investment Operations and Trading AssociateSavvy WealthBusiness Operations · Junior · Series B · On-site · New York

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