Full-Time

Software Engineer

Savvy

Savvy

201-500 employees

Technology-powered wealth management platform for advisors

Compensation Overview

$134k - $164k/yr

+ Equity

New York, NY, USA

Hybrid

On-site at NYC office; no remote option stated.

Category
Software Engineering (1)
Required Skills
React.js
SQL
GraphQL
Next.js
Requirements
  • 2-5 years building web applications with experience shipping features in production environments
  • Full-stack development skills including web frameworks (Rails preferred), frontend frameworks and libraries (NextJS and React preferred), and SQL databases
  • Strong collaboration and communication working effectively in cross-functional teams with clear technical communication skills
  • Understanding of web application fundamentals including authentication/authorization, caching, background processing, and API design principles (GraphQL preferred)
Responsibilities
  • Own the end to end product development lifecycle of identifying, designing, and shipping large initiatives for clients and advisors
  • Produce high-quality, production-ready, readable, maintainable code
  • Work cross functionally with product leadership, design, and business partners to deliver the best product
Desired Qualifications
  • Fintech domain knowledge including financial services, wealth management, regulatory compliance, or financial data integrations
  • Modern development ecosystem experience with macOS toolchains, CI/CD pipelines, IaaS providers, and observability platforms (Datadog)

SavvyWealth provides wealth management services for individuals, foundations, and endowments using an all-in-one, technology-powered platform for financial advisors. It combines proprietary technology and automation to offer Personal Direct Indexing, Global Equity Research, Financial Planning & Analysis, and Estate & Trust Planning. The platform helps advisors automate lead generation, streamline a client’s financial life, and grow advisory revenue, while serving a diverse client base across multiple cities; it also partners with LeverageRx to help healthcare professionals find affordable disability insurance and competitive loan rates. Its goal is to enable advisors to deliver personalized, scalable advice and increase the value of their practices.

Company Size

201-500

Company Stage

Series B

Total Funding

$112.8M

Headquarters

New York City, New York

Founded

2021

Simplify Jobs

Simplify's Take

What believers are saying

  • AUM grew 5x to $6B in one year with 4.5x advisor growth.
  • Mark Casady joining board validates AI-augmented advisory as industry future.
  • Advisors reduce non-client work from 70% to focus on revenue growth.

What critics are saying

  • OpenAI GPT-5 Finance Edition commoditizes proprietary tech within 6-12 months.
  • SEC AI oversight directive triggers compliance audits halting advisor onboarding.
  • Betterment's superior scenario modeling causes 20-30% advisor defection in 6-12 months.

What makes Savvy unique

  • Savvy Intelligence unifies real-time client data across investments, tax, and plans.
  • Financial Planning Agent compresses hours of scenario modeling into minutes.
  • Multi-custodial integration with Schwab and Fidelity eliminates reconciliation delays.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Unlimited Paid Time Off

Paid Holidays

401(k) Retirement Plan

401(k) Company Match

Health Savings Account/Flexible Spending Account

Meal Benefits

Parental Leave

Mental Health Support

Company Equity

Growth & Insights and Company News

Headcount

6 month growth

2%

1 year growth

0%

2 year growth

1%
Business Wire
Feb 16th, 2026
Savvy Advisors Adds Colorado Wealth Group, Surpassing 4.5x Growth YOY

With the onboarding of CWG and several other notable advisor teams, Savvy has surpassed 4.5x growth over the last year.

CityBiz
Sep 23rd, 2025
Savvy Wealth Appoints Anshul Sharma as CIO

Savvy Wealth, a digital-first platform for financial advisors centered around modernizing human financial advice, today announced the appointment of Anshul Sharma as chief investment officer.

StreetInsider
Jul 3rd, 2025
Savvy Wealth Raises $72 Million to Drive the Shift Toward AI-Augmented, Human-Centered Financial Advice

Former LPL Financial CEO and Chairman Mark Casady participates in companys Series B funding round, joins its Board of Directors to help build the future of wealth...

FinSMEs
Jul 2nd, 2025
Savvy Wealth Raises $72 in Series B Funding

Savvy Wealth, a NYC-based provider of a digital-first platform for financial advisors centered around optimizing human financial advice, raised $72M in Series B funding.

StreetInsider
Jul 2nd, 2025
Savvy Wealth Raises $72M for AI-Driven Advice

Savvy Wealth raised $72 million in a Series B round led by Industry Ventures, with participation from new and existing investors. Former LPL Financial CEO Mark Casady joins Savvy's Board. The funding will enhance AI-driven financial advisory services, expand recruitment, and accelerate tech development. Savvy's assets under management have grown 500% since 2024, recently surpassing $2 billion. The firm aims to integrate comprehensive financial services for high-net-worth clients.