Marketing Campaign Specialist, Savvy
$82.1-100.3k
+ Equity
3+ days a week in office (Manhattan, NY)
Tech-driven wealth management
Open for applications
Tech-driven wealth management
1-20 employees
Open for applications
$82.1-100.3k
+ Equity
3+ days a week in office (Manhattan, NY)
1-20 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
Savvy is a wealth management firm that pairs leading financial advisors and firms with proprietary automation, sales and marketing software which should allow them to focus more on client relationships and business growth.
The wealth management industry is reported to be worth nearly $30 trillion in the US alone, generating over $500 billion in annual revenue. It’s a surprise therefore, that it hasn’t yet seen much modern tech adoption. 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.
Though it’s still early days for the company, the credentials of co-founders Ritik Malhotra and Muller Zhang should attract plenty of attention. Collectively, the pair have built and sold high growth startups which have been acquired by Brex and Box, as well as serving in senior roles for the likes of Airbnb and Facebook.
After completing a major fundraise, Savvy’s attention now turns towards a rapid scale up by acquiring the right wealth management firms, developing its product further, and expanding its own headcount.
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)
- Competitive salary and 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
(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.
Muller Zhang
(CTO)Former Senior Engineering Manager at Brex. Began career as a Software Engineer at LinkedIn, before joining Facebook as a Product Manager, then Airbnb as an Engineering Manager.
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