Senior Manager - Finance Data & AI
Savvy Wealth
About this role
Savvy is transforming wealth management with a digital-first platform that leverages AI and automation to modernize financial advisory services. The company is experiencing rapid growth and offers solutions that improve efficiency and client experience for financial advisors.
Skills
About Savvy Wealth
savvywealth.comSavvy is a technology-driven wealth management firm that specializes in providing tailored financial services and advice to clients across the United States. With a user-friendly digital platform at its core, Savvy offers personalized financial roadmaps, investment management, retirement planning, and various other services designed to enhance clients' financial wellbeing. As a registered investment advisor, the company emphasizes a customized approach, ensuring that each client receives the attention and strategy necessary to achieve their unique financial goals. Savvy aims to redefine traditional wealth management by integrating advanced technology with expert human insight.
Recent company news
401k SpecialistEP Wealth Announces Partnership with Thompson Wealth Management
5 days ago
InvestmentNewsRobinhood, Savvy Wealth tap April for AI-powered tax filings
2 weeks ago
AdvisorHubSavvy Advisors Adds Colorado Wealth Group, Surpassing 4.5x Growth YOY
3 weeks ago
Barron'sRitik Malhotra: A Tech Entrepreneur Turns to Wealth Management
1 week ago
Pulse 2.0Savvy Wealth: $72 Million Raised For Financial Advisor Platform
Jul 3, 2025
About Savvy Wealth
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Savvy Wealth.
Salary
$170k – $185k
per year