Software Engineer, Savvy
$140.1-177.4k
+ Equity
More information about location
3-5 days a week in office
Tech-driven wealth management
Open for applications
Tech-driven wealth management
21-100 employees
Open for applications
$140.1-177.4k
+ Equity
More information about location
3-5 days a week in office
21-100 employees
Company mission
To address the lack of technology adoption and fragmentation of services in the wealth management industry.
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Company mission
To address the lack of technology adoption and fragmentation of services in the wealth management industry.
Few candidates hear
back within 2 weeks
Our take
The wealth management industry is extremely lucrative. It’s a surprise, therefore, that it's adoption of modern tech has been relatively slow. Savvy is here to fix that, by pairing leading financial advisors and firms with proprietary automation, sales and marketing software. This enables them to focus more on client relationships and business growth.
By acquiring and partnering with firms, and hiring top advisors to equip with its suite of solutions, Savvy has the potential to shake up the industry. This combination of technology with expertise is what makes the company stand out and has contributed to its success thus far.
With a string of big fundraises, Savvy has been able to invest in rapid scaling through acquiring the right wealth management firms, as well expanding its own headcount. It is now focussed on advancing the development of its proprietary technology platform to deliver more value for advisors and their clients.
Kirsty
Company Specialist at Welcome to the Jungle
Benefits
- $900 yearly HSA company contribution
- Company 401(k), Commuter, and FSA plans
- Lunch, dinner, and snacks provided in the office
- Fully paid, best in class medical, dental, and vision plans
- Hybrid workplace (NYC office with breathtaking views in the heart of Manhattan, or remote in the US)
- Equity package
- Unlimited PTO + paid company holidays
- Relocation support (if you want to join us in NYC)
- Free virtual medical and mental health care ($550/year)
- Gym reimbursement ($400/year)
- Free access to OneMedical ($150/year)
Funding (last 2 of 4 rounds)
Aug 2024
$15.5m
SERIES A
Nov 2022
$11m
SERIES A
Total funding: $40.8m
This company has top investors
Leadership
Ritik Malhotra
(Founder & CEO)Co-founded and was CEO of digital payments startup Elph, which was acquired by Brex in 2019, and is now known as Brex Cash. Became Director of Product Management at Brex after Elph's acquisition. Co-founded and was CEO of cloud storage solution Streem, which Box acquired in 2014.
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