Savvy Wealth
Technology-enabled RIA and wealth management platform.
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)
Company details
Funding
Total raised
$106M
Last stage
Series B
Investors
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.
LinkedInWhat 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.