Savvy Wealth | fintech, financial_services, ai, b2b | Standout | Standout

Savvy Wealth

Technology-enabled RIA and wealth management platform.

New York, New York, United States

110 employees

fintech, financial_services, ai, b2b

Series B · $106.0M

Founded 2021

Website

About Savvy Wealth

Savvy Wealth is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make great advice easier to deliver.

Benefits

• 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)

StandoutYBacked by Y Combinator · P26

“LeBron has an agent. Why don’t you?”

— Now you have one too.

Talk to Standout

ProductHow it works For talent For companies Browse jobs Browse companies

CompanyAbout Blog Careers

ConnectTwitter / X LinkedIn

Standout.

Privacy Terms

Company details

Team Size110

LocationNew York, New York, United States

Industryfintech, financial_services, ai, b2b

Funding

Total raised

$106.0M

Last stage

Series B

Investors

Industry Ventures

Canvas Ventures

Thrive Capital

The House Fund

Brewer Lane Ventures

Founders

Muller Zhang

Co-founder and CTO of Savvy Wealth, worked alongside Ritik Malhotra to build the firm's proprietary technology platform from the ground up.

Ritik Malhotra

Ritik Malhotra is the founder and CEO of Savvy Wealth, an innovative RIA wealth management platform empowering financial advisors with leading-edge technology.

What happens next.

No applications, no recruiter spam. Just the intro.

Confirm the fit

A few questions to make sure this role is the right shape for you. Two minutes.

I pitch you to the company

I write the intro, send it to the founder, and handle the back-and-forth.

A meeting lands on your calendar

If they’re a yes, I book the chat. You show up — that’s the whole job-hunt.