Client Transition Specialist
Savvy WealthWealth Management company
Remote
Thrive Capital
Index Ventures
Alumni Ventures
Canvas Ventures
Brewer Lane Ventures
The House Fund
About the role
- •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 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.