Engineer - Future Founder

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.

The trajectory is steep and it's still early. We're a Series C company with 170+ people, $200M raised, and $100M ARR in sight this year. Inc. ranked us the No. 1 fastest-growing financial services company in America in 2026. Come build the next stage with us!

We're a Certified Great Place to Work and have been honored for our culture and our growth:

• Newsweek's America's Greatest Startup Workplaces (2026)

• Fortune Best Workplaces in New York™ (2026)

• Great Place to Work Certified™
  
  

Savvy is hiring engineers who want to start a company someday. This is an engineering role for people who want to understand customers (you can DM our customers on Slack!), help decide what’s worth building (road mapping, prototyping, building, shipping), and take responsibility for the results (own company-level OKRs yourself).

You’ll join a high energy team that uses AI aggressively to build, experiment & ship. You’ll work directly with financial advisors and operations teams across Savvy.

You’ll work alongside serial founders, including Ritik Malhotra (Savvy is his third company -- the first two got acquired by Box and Brex), and experienced engineering, product, and business leaders.

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• Experience finding users for something you built, incorporating their feedback, or convincing someone to pay for it (and getting your family to pay for it doesn't count!).

• Experience building AI-powered features, agents, or automations to completely avoid classes of work (customer support, automated re-marketing, etc)