Just raised · Fintech & payments

Savvy Wealth: funding and hiring

Wealth management platform for independent financial advisors. Full operations, compliance, tech & marketing support. $8B+ assets. Join 150+ advisors.

  • $100M Series C
  • 33 open roles
  • 0 since Nov 11
  • Announced Sep 9, 2026
  • Recruiter fit 50
  • Hiring a recruiter
  • Leadership hire

Open roles

33 open roles on Savvy Wealth's job board (opens in a new tab)

Eng 8 · Sales & marketing 9 · Other 16

  • Senior Software Engineer (Remote LATAM)
  • Principal Wealth Advisor
  • Senior Client Associate
  • Senior Client Associate (West Coast)
  • Senior Strategic Growth Partner
  • Portfolio and Trading Associate
  • Strategic Growth Manager (Account Executive)
  • Senior Revenue Operations Manager
  • Director, Strategic Growth
  • Senior Engineer - Technical Staff
  • Product Manager
  • Senior Product Manager
  • Senior Engineering Manager
  • Senior Talent Partner
  • Advisory Operations Manager
  • Strategy & Operations Manager - Brokerage
  • Product Lead
  • Revenue Enablement Lead
  • Senior Developer Experience Engineer
  • Senior Agent Harness Engineer
  • Strategic Growth Partner (NYC)
  • Strategy & Operations Manager - AI
  • Director, Revenue Accounting
  • Product Marketing Lead, New AI Verticals
  • Sr. Implementation Consultant
  • Senior Manager, Finance Systems & Data
  • Sr. Client Transition Specialist
  • Sr. Onboarding Consultant
  • Senior Financial Data Architect
  • Director of Advisor Onboarding
  • Director of Advisor Implementation
  • Strategy & Operations - GTM
  • Portfolio Strategist

Who to contact

Reach the founder or whoever runs hiring while the headcount plan is still being written. Hiring Radar shows any company's open roles and hiring contacts in your browser.

Funding

Savvy Wealth raised $100M Series C, announced September 9, 2026.

Investors: Halo Fund

Savvy Wealth Raises $100 Million Series C Led by Halo Fund

Company

First seen
Sep 9, 2026

Recruiter fit 50/100

  • Recency +5
  • Round size +20
  • Open roles +20
  • Leadership hire +5

How the score works · Report a correction

Open roles by day

DateOpen roles
Nov 1233
Nov 1133

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