Savvy Wealth Tech Stack

RIA platform automating advisor workflows with AI and modern infrastructure

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

Savvy Wealth builds a technology backbone for independent financial advisors, combining a Rails + React stack with AI-powered automation (OpenAI Codex, Gemini, RAG pipelines) to reduce manual work in planning, onboarding, and back-office operations. The hiring mix—engineering-heavy (7) with emerging product (3) and sales (4)—reflects both infrastructure buildout (CI/CD, IaC foundations) and a shift toward advisor-facing AI features; notably, they're replacing QuickBooks, signaling tighter integration of financial workflows into the platform itself.

Tech Stack 22 technologies

Core StackRuby on Rails React Next.js GraphQL Datadog Cursor NetSuite Brex Stripe Rippling Salesforce HubSpot Ashby DocuSign Figma OpenAI Codex Devin Gemini Navan LinkedIn Recruiter Interactive Brokers

ReplacingQuickBooks

What Savvy Wealth Is Building

◆Challenges

High manual work time
High non-client work
Manual financial planning
Low technology penetration
Inefficient hiring process
Manual recruiting work
Scaling hiring engine
Low digital communication

▲Active Projects

Infrastructure-as-code foundations
Ci/cd pipeline
Advisor technology platform roadmap
Lead scoring model and list management
Platform improvements based on customer needs
Ai-powered product features for advisors
Savvy ai systems (rag, classification/extraction pipelines, agentic workflows)
Automations for back office workflows
Advisor onboarding and data migration
M&a integration of wealth managers

Hiring Activity

Accelerating25 roles · 10 in 30d

Department

Engineering

Sales

Product

Marketing

Ops

Finance

Legal

Seniority

Senior

Manager

Mid

Director

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About Savvy Wealth

Savvy Wealth operates a registered investment advisor platform (Savvy Advisors, Inc. is SEC-registered) that serves independent RIAs and family offices. The product layer spans financial planning, tax planning, estate planning, retirement planning, and alternative investment management. The core problem they're solving is the time burden on advisors: high manual work in account onboarding, ongoing client planning, and back-office operations. Their approach is twofold—infrastructure (Rails + React, Datadog, Rippling, Salesforce for CRM) and AI automation (Savvy AI systems including RAG, classification/extraction, and agentic workflows for advisor-side tasks, not client-facing). The company operates from New York, is founder-led (founded 2021), and currently hires across the United States and Brazil.

HeadquartersNew York, New York

Company Size51–200 employees

Founded2021

Hiring MarketsUnited States, Brazil

Frequently Asked Questions

What tech stack does Savvy Wealth use?

Core: Ruby on Rails, React, Next.js, GraphQL. Operational: Datadog, NetSuite, Brex, Rippling, Salesforce. AI: OpenAI Codex, Gemini, custom RAG and agentic workflows. Broker integration: Interactive Brokers. They replaced QuickBooks.

What is Savvy Wealth working on?

AI-powered advisor features, Savvy AI systems (RAG, extraction pipelines, agentic workflows), advisor onboarding automation, back-office workflow automation, lead scoring for advisors, CI/CD and infrastructure-as-code foundations, and M&A integration for acquired wealth managers.

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.