---
title: 'Engineer - Future Founder at Savvy Wealth'
canonical: 'https://feeny.ai/job/engineer-future-founder-savvy-wealth-new-york-arc4xjsw49e0'
type: 'job'
last_seen: '2026-09-12'
---

# Engineer - Future Founder at Savvy Wealth

- **Company:** Savvy Wealth
- **Location:** New York, NY
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-09-07
- **Last confirmed live:** 2026-09-12
- **Apply:** https://jobs.ashbyhq.com/savvy/a4837df1-b75d-4d26-b902-6569e5cb0fea

## Job description

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.

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!

Recognition: 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™

The role: 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. This role is open to engineers at any career level, and we especially encourage people early in their careers to apply. Your scope and support will reflect your experience. We care more about what you’ve built, how quickly you learn, and the ownership you demonstrate than the number of years on your CV. You're encouraged to read through our other engineering job postings to get more information about our stack, systems, architecture, etc -- they are not present in this role.

Responsibilities:

- Take problems from discovery to production. Partner with Product, Design, and fellow engineers (EPD) to understand problems and build out end to end product solutions.
- Get close to the customer and the business. Work directly with financial advisors and internal teams to uncover friction, challenge assumptions, and identify opportunities to improve client experiences, reduce manual work, or support growth.
- Use AI, like coding agents, to expand what you can accomplish. Use the latest and greatest tools you discovered at 1am on X to deliver even faster the following day. Stay accountable to your product execution (but don't feel like you need to review every line of code written).
- Make thoughtful decisions about what to build. Just because you can build anything doesn't mean you should.
- Own the outcome (one of our core values).

Must have:

- Evidence that you build things. We'll be looking for side projects, attempts at launching businesses, startup accelerator applications, etc.
- Solid AI-enabled engineering fundamentals. You can wield AI to write and debug code. You don’t need to know our entire stack -- Codex and Claude can teach you.
- An AI-first approach to building. You already use AI tools in your development workflow and actively experiment with better ways to build, and you rarely write a line of code yourself. You can evaluate their output, investigate mistakes, and recognize when you need to shift how you're using the agents.
- High agency and follow-through. When you encounter something unclear or broken, you investigate, ask useful questions, propose a path forward, and see it through. You know when to work independently and when to bring others in.
- Desire to build a business. You want to understand who the customer is, why a problem matters, and how solving it creates enterprise value.
- A collaborative & coachable approach. You communicate clearly, seek feedback early, change your mind when the evidence warrants it. You care more about the business impact than the path to get there.
- A willingness to quit after 18 months to be a founder. We expect this to be a short-term stint with Savvy. We want you to learn as much as possible in 18 months and then delight us with a resignation note titled "I got a pre-seed check, goodbye." (Just leave us a little allocation, please!) (And you might even find your co-founder here.)

Nice to have:

- 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)

Benefits:

- Competitive salary and equity package
- Unlimited PTO + paid company holidays
- Access to holistic medical, dental, and vision plans
- Company 401(k), Commuter, and HSA/FSA plans
- NYC office in the heart of Manhattan
- Lunch and snacks provided in the office
- Access to virtual mental health care (Spring Health) and health concierge (Rightway) to help you find the right care
- Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)

## About Savvy Wealth

## Company Overview
- **One-liner**: Savvy Wealth is a technology-driven wealth management firm that provides a modern, digital-first platform for financial advisors to manage client investments, planning, and operations, augmented by an AI-powered operating environment called Savvy Intelligence.
- **Entity Type**: Private (Series B funded – Series A in 2022, Series B in 2025)
- **Headquarters**: New York, NY, United States
- **Founded**: 2021
- **Founders**: Ritik Malhotra

## Core Business
- **Primary industry**: Wealth management / Financial services (technology-enabled RIA)
- **Target customers**: B2B (financial advisors and RIAs) and B2C (high-net-worth individuals served by advisors on the platform)
- **Mission or purpose statement**: “We help people make better financial decisions so they can live the life they aspire to live.” ([savvywealth.com](https://www.savvywealth.com/))

## Products & Services
- **Savvy Wealth Platform**: A unified digital platform for advisors that integrates CRM, back-office operations, client onboarding, performance reporting, and marketing automation. Offers a real-time financial dashboard for clients to track net worth and goals.
- **Savvy Intelligence (AI Platform)**: Launched in April 2026, an AI-powered operating environment that gives advisors a continuously updated view of each client’s investments, tax data, and financial plans. Agents help with scenario modeling, meeting notes, tax strategy, and client communications. Not client-facing; does not use client data to train third-party models. ([savvywealth.com/careers](https://www.savvywealth.com/careers))
- **Wealth Management Services**: Personalized investment management, retirement planning, estate planning, tax strategy, direct indexing, alternative investments, and held-away account tracking. Provided by dedicated fiduciary advisors.
- **Custodial Partners**: Multi-custodial with deep integrations to Charles Schwab and Fidelity for asset custody and execution. ([savvywealth.com](https://www.savvywealth.com/))

## Market Standing
- **Valuation/Market Cap**: Not disclosed (private company)
- **Key Metric**: **$5B** in assets under management (AUM) with **100+** experienced advisors across **29** states. ([savvywealth.com/our-story](https://www.savvywealth.com/our-story))
- **Notable Investors/Partners**: Not publicly disclosed. The company states it is “backed by world-class investors.” ([savvywealth.com/careers](https://www.savvywealth.com/careers)) Partners include Fidelity and Charles Schwab for custody.
- **Growth Signals**:
  - **Headcount growth**: LinkedIn reports ~192 employees (May 2026), with annual growth of +105% and monthly growth of +3.4%. ([LinkedIn](https://www.linkedin.com/company/savvywealth))
  - Series B funding round closed in 2025 to accelerate growth and expand advisor network.
  - Launched Savvy Intelligence in April 2026, a significant AI product milestone.
  - Active job postings: 22 openings as of mid-2026.

## Competitive Advantages
- **Vertically integrated tech stack**: Built a unified platform (RIA, investments, tax, planning, CRM, meeting notes) before layering AI – unlike competitors that bolt AI onto fragmented systems. This gives AI agents access to complete, current client data.
- **Fiduciary alignment**: No transaction-based compensation, eliminating conflicts of interest; advisors are either W2 or 1099 employees.
- **Multi-custodial model**: Advisors can custody assets with either Schwab or Fidelity, providing flexibility while maintaining deep integrations.
- **Rapid onboarding and scale**: Over 100 advisors and $5B AUM in ~5 years suggests efficient platform adoption and advisor attraction.

## Strategic Focus
- **Grow the advisor network** by recruiting experienced advisors and RIAs across the U.S.
- **Expand AI capabilities** with Savvy Intelligence, adding more agents (e.g., for tax, investment analysis) beyond the initial Financial Planning Agent.
- **Deepen product integrations** and continue to unify client data to reduce advisor manual work and improve client outcomes.
- **Enhance client experience** via personalized investment management and real-time dashboard tools.

## Why Work Here
- **Culture & Values**: Emphasis on “Invent the future,” “Unlock everyone’s potential,” and “Get it done.” Team-driven, collaborative environment with ownership and momentum. ([savvywealth.com/careers](https://www.savvywealth.com/careers))
- **Work policy**: Hybrid – required presence in NYC office (111 W 33rd St, Suite 1401). Daily free lunch provided.
- **Perks & Benefits**: Comprehensive benefits, flexible time off, parental leave, company-wide events, and employee-led activities.
- **Engineering & AI focus**: Building a cutting-edge AI platform for wealth management; current openings include Founding Platform Engineer, Applied AI – Infrastructure, and Senior Product Designer. Fast-growing engineering team (technical staff 7% of headcount per LinkedIn).
- **Team size & growth**: ~192 employees (May 2026) with strong year-over-year growth (+105%), offering early-stage impact with established momentum.

## Sources
1. [savvywealth.com – About page](https://www.savvywealth.com/about)
2. [savvywealth.com – Careers page](https://www.savvywealth.com/careers)
3. [savvywealth.com – Homepage](https://www.savvywealth.com/)
4. [savvywealth.com – Our Story](https://www.savvywealth.com/our-story)
5. [LinkedIn – Savvy Wealth](https://www.linkedin.com/company/savvywealth)

## Other roles at Savvy Wealth

- [Enablement Lead](https://feeny.ai/job/enablement-lead-savvy-wealth-new-york-k7k4990n7zbz) — New York, NY
- [Director of Engineering, Product & AI](https://feeny.ai/job/director-of-engineering-product-ai-savvy-wealth-new-york-bcjh5pf7frh0) — New York, NY
- [Senior Product Marketing Manager](https://feeny.ai/job/senior-product-marketing-manager-savvy-wealth-new-york-4hq2btvk7114) — New York, NY
- [Senior Manager, Client Marketing](https://feeny.ai/job/senior-manager-client-marketing-savvy-wealth-new-york-x0g38hjgxpv8) — New York, NY
- [Strategic Growth Manager (Account Executive)](https://feeny.ai/job/strategic-growth-manager-account-executive-savvy-wealth-united-states-wr8tecqbf8wm) — United States
- [Technical Recruiter](https://feeny.ai/job/technical-recruiter-savvy-wealth-new-york-qt8gs4bq5d6q) — New York, NY
- [Senior Brokerage Operations Manager](https://feeny.ai/job/senior-brokerage-operations-manager-savvy-wealth-new-york-5w06fv7dhaq5) — New York, NY
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- [Investment Operations Associate](https://feeny.ai/job/investment-operations-associate-savvy-wealth-new-york-mxe77522q8f1) — New York, NY
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