Savvy Wealth

About Savvy Wealth

Savvy Wealth is a modern financial technology company that provides digital wealth management solutions. The company serves individual investors seeking accessible and personalized financial planning services through its technology platform. Their main product is an AI-powered financial advisor platform that helps users with investment management, retirement planning, and financial goal tracking. As a remote-first organization, Savvy Wealth operates with distributed teams across multiple locations, enabling flexible work arrangements while maintaining collaborative workflows through digital tools.

Company Culture

Savvy Wealth fosters a collaborative and innovative work environment where team members are encouraged to take ownership of projects. The company emphasizes transparent communication and regular virtual check-ins to maintain team cohesion despite the distributed nature of the workforce. Employees enjoy autonomy in their work while benefiting from a supportive culture that values continuous learning and professional development.

Our Values

Client-centric innovation, Data-driven decision making, Collaborative excellence, Continuous learning and improvement, Transparency and trust, Entrepreneurial mindset

Benefits & Perks

Savvy Wealth offers comprehensive health insurance including medical, dental, and vision coverage. Employees receive competitive equity packages and have access to professional development resources and learning stipends. The company provides flexible remote work arrangements with home office stipends and supports work-life balance through unlimited PTO policies.

Roles & Teams We Hire For

Skills & Tools You'll Use

Open Positions (20)