Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home.
Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at Savvy service up to 50% more households and save 19 hours a week.
AI runs through everything we do. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.
We're a Series B company hitting our stride, with roughly 150 employees and over 500% year-over-year growth, backed by $105M from Thrive Capital, Index Ventures, Canvas Ventures, and Mark Casady (former CEO of LPL Financial). Come help us scale!
We're a Certified Great Place to Work and have been honored for our culture and our growth:
Savvy is hiring an Engineering Director, Product & AI to lead all engineering teams building our products. You’ll oversee multiple product lines, including our advisor-facing AI product, each with its own Engineering, Product, and Design team. You’ll own engineering strategy, execution, and organizational development across those teams, partnering with Product and Design leaders to decide where to invest and what to build next.
This is a hands-on technical leadership role. You’ll guide architecture, work through difficult decisions with tech leads, and show what good looks like in both the systems we build and how we deliver them. You should be comfortable reviewing a consequential change, challenging an implementation plan, or building a prototype to make an approach concrete. You’ll also develop leaders who can make sound decisions and run their teams independently.
We're looking for someone who has seen this stage of growth before: sales is going well, we're launching new product offerings, new product lines, the team is growing, and the stakes are just getting higher by the day.
Based at our NYC headquarters, you’ll work alongside Product, Design, and business stakeholders while leading multiple engineering teams focused on Savvy's growing product lines.
Savvy Wealth is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make great advice easier to deliver.
Disclosure: Savvy Wealth, Inc. is a tech company and the parent company of Savvy Advisors, Inc. All advisory services are offered through Savvy Advisors, Inc., an investment advisor registered with the Securities and Exchange Commission (“SEC”). The AI used on Savvy Wealth’s advisor platform is not intended to replace human advice. The AI technology efficiently automates and streamlines processes like new account onboarding, ongoing financial planning and personalized communications across multiple marketing channels. The AI is not intended to interact with retail clients of Savvy Advisors, nor does the AI provide client-facing investment advice or investment decisions.
