Company profile

Savvy Wealth Tech Stack

Tech-enabled RIA platform giving independent advisors infrastructure and AI tools

Financial Services New York, New York 51–200 employees Founded 2021 Privately Held

Savvy Wealth pairs an SEC-registered advisory arm with an in-house advisor platform built on Ruby on Rails, React, GraphQL and PostgreSQL on AWS and Kubernetes. Its heavy use of AI coding tools (Cursor, Codex, Devin) alongside OpenAI and Gemini points to a small engineering team shipping fast. The hiring mix skews toward senior finance and advisor roles, framing recruitment of advisors as the growth engine while the product attacks spreadsheet-driven planning.

Tech Stack 31 technologies

Core StackHubSpot Salesforce Cursor Slack Zoom Rippling Cloudflare AWS Kubernetes PostgreSQL Ruby on Rails React Next.js GraphQL OpenAI DocuSign Datadog Figma NetSuite Brex Stripe Ashby Codex GoDaddy Google Cloud DNS Interactive Brokers OpenAI Codex Devin Gemini Navan

What Savvy Wealth Is BuildingChallenges and projects from their job posts

◆Challenges

Advisors building financial plans manually in Excel
Heavy manual back-office work in wealth management
Chasing client paperwork
Lack of digital client communication
Review burden on advisors

▲Active Projects

Recruiting top advisors into the Savvy network
Savvy Intelligence and advisor platform roadmap
Client servicing function buildout
Building RevOps agents
AppSec tooling pipeline

Hiring Activity

Decelerating50 roles · 10 in 30d

Department

Finance

Engineering

Ops

Sales

Marketing

Operations

Product

Seniority

Senior

Principal

Mid

Manager

Director

Lead

Staff

Notable leadership hires: Engineering Director

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About Savvy Wealth

Savvy Wealth is a New York-based wealth management company founded in 2021 that supports independent financial advisors with infrastructure, service and software. Advisory services run through its subsidiary, Savvy Advisors, an SEC-registered investment advisor. Its platform uses AI to automate account onboarding, ongoing financial planning and multichannel client communications, without giving client-facing investment advice. Service areas span financial, tax, estate and retirement planning, alternative investments and family office work. The company is privately held with 51–200 employees and hires in the United States.

HeadquartersNew York, New York

Company Size51–200 employees

Founded2021

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Savvy Wealth use?

Savvy Wealth runs Ruby on Rails, React, Next.js, GraphQL and PostgreSQL on AWS with Kubernetes, plus Datadog, Cloudflare, OpenAI, Gemini, Salesforce, HubSpot, NetSuite and Interactive Brokers.

Is Savvy Wealth hiring financial advisors?

Yes. Finance roles dominate Savvy Wealth's US openings, mostly at senior level, tied to advisor recruitment and growing its advisor network; engineering, ops and sales roles are also open.

What is Savvy Wealth working on?

Advisor recruitment, a client servicing buildout, its Savvy Intelligence AI layer, an advisor technology platform roadmap, RevOps agents and an AppSec tooling pipeline.

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How this profile is built

Savvy Wealth's technology stack, projects, and hiring signals are inferred from public hiring and company data — career pages, public listings, and company web presence — then clustered and de-duplicated. Figures are estimates that refresh over time. Read our full methodology →

This is not an official vendor or customer list. It is a technology-adoption signal inferred from public data, intended for B2B research.