Company facts
- Founded
- 2020
- Employees
- 12
- Headquarters
- United States
About
Savvy is a health benefits product offering employees payment cards to buy their own health insurance. One of the first to market after new regulation, Savvy scaled to $10s of millions in volume and expanded into all 50 state health insurance markets. Savvy was backed by Y Combinator, Marc Andreessen, and the founders of One Medical and Indeed. In 2022, the company was acquired by Take Command, the leading incumbent in the health insurance HRA space.
Open positions
Strategy & Operations Manager - Brokerage
About Savvy Wealth: 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…
Strategy & Operations Manager - AI
About Savvy Wealth: 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…
Strategic Growth Manager (Account Executive)
About Savvy Wealth: 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…
Sr. Deployment Strategist
Senior client-facing role at Savvy Wealth (a fintech RIA) leading complex, high-AUM advisor transitions — owning onboarding from planning through post-join asset transfer, coordinating across Compliance, Legal, IT, and Product, and building scalable onboarding playbooks.
Senior Talent Partner
About Savvy Wealth: 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…
Senior Strategy & Operations Manager - Brokerage
About Savvy Wealth: 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…
Senior Revenue Operations Manager
About Savvy Wealth: 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…
Senior Product Manager
Own the family-office layer of a modern, AI-native wealth-management platform: decide which services (tax, estate, trusts, insurance) to build, partner for, or white-label, and productize them so advisors can deliver a full-service experience.
Senior Manager, Finance Systems & Data
About Savvy Wealth: 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…
Senior Developer Experience Engineer
Savvy Wealth, a Series C fintech RIA in NYC, is hiring its first developer experience engineer to own how engineers and coding agents work across the codebase, CI, cloud coding workflows, and internal skills systems. A hands-on platform role on the infrastructure and harness team focused on improving agent output, developer tooling, and measurement.
Product Marketing Lead, New AI Verticals
About Savvy Wealth: 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…
Product Manager
Own the product roadmap for Savvy’s advisor-facing platform, shaping AI-native tools that help financial advisors scale their practices and serve more clients efficiently.
Head of Client Marketing
About Savvy Wealth: 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…
Director, Strategic Growth
About Savvy Wealth: 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…
Director, Revenue Accounting
About Savvy Wealth: 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…
Client Marketing Associate
About Savvy Wealth: 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…
Advisory Operations Manager
About Savvy Wealth: 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…