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Savvy Wealth Tech Stack

Back-office automation platform for independent financial advisors

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

Savvy Wealth operates a tech-enabled RIA platform targeting independent financial advisors drowning in manual work—the pain-point list reveals advisors spend 70% of time on non-client tasks like paperwork, Excel-based planning, and account onboarding. The tech stack (Ruby on Rails, React, GraphQL, Interactive Brokers, DocuSign) reflects a full-stack wealth management build, and the hiring velocity skews heavily toward finance and sales roles, signaling active advisor recruitment alongside product expansion.

Tech Stack 17 technologies

Core StackRuby on Rails React DocuSign Rippling Next.js GraphQL Datadog Cursor Figma SQL Excel Google Sheets Interactive Brokers Google Workspace Claude OpenAI Codex Devin

ReplacingExcel

What Savvy Wealth Is Building

◆Challenges

High time spent on non-client tasks
High manual work time
Manual financial planning in excel
Chasing paperwork
Back-office burden
Low technology penetration
Manual financial plans
Low digital communication
Advisors spending 70% time on non-client work
High manual workload

▲Active Projects

Shaping future roadmap of advisor technology platform
Convincing top wealth managers to join savvy
Training new staff
Help vet and inspire other top advisors to join the savvy network
Design partner to savvy's product team
Build and grow your own firm
Vetting and onboarding top wealth managers
Ci/cd pipeline
Infrastructure-as-code foundations
M&a integration of wealth managers

Hiring Activity

Accelerating70 roles · 35 in 30d

Department

Finance

23

Sales

18

Engineering

8

Ops

8

Product

3

HR

2

Design

1

Legal

1

Seniority

Senior

51

Principal

5

Mid

4

Manager

2

Director

1

Junior

1

Lead

1

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About Savvy Wealth

Savvy Wealth builds infrastructure and tooling for independent registered investment advisors (RIAs), combining a tech platform with direct advisory services through its registered subsidiary. The platform automates back-office workflows—account onboarding, financial planning, client communications—using AI to reduce manual labor, while preserving human advisor-client relationships. The company operates at 51–200 employees and is actively recruiting wealth managers into its network while scaling engineering and product teams. Core offerings span financial planning, estate planning, tax planning, and alternative investments.

HeadquartersNew York, New York

Company Size51–200 employees

Founded2021

Hiring MarketsUnited States, Brazil

Frequently Asked Questions

What tech stack does Savvy Wealth use?

Ruby on Rails, React, Next.js, GraphQL, SQL for core platform; DocuSign for document workflows; Interactive Brokers for trading/custody; Claude and OpenAI Codex for AI automation; Datadog for monitoring.