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.
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 Rev Ops org building agents in-house. The trajectory is steep and it's still early. We're a Series C company with 170+ people, $200 M raised, and $100 M 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 Newsweek's America's Greatest Startup Workplaces (2026)
Fortune Best Workplaces in New York (2026)
Great Place to Work Certified Responsibilities Own the end-to-end product development lifecycle of identifying, designing, and shipping large initiatives for clients and advisors.
Produce high-quality, production-ready, readable, maintainable code
Work cross-functionally with product leadership, design, and business partners to deliver the best product. Must Have 5-10 years building web applications with experience shipping features in production environments
Full-stack development skills including web frameworks (Rails preferred), Type Script, frontend frameworks and libraries (Next.js and React preferred), and SQL databases
Experience writing automated tests across the stack (unit,



integration, and end-to-end, e.g. RSpec, Vitest, Playwright) and treating tests as part of shipping a feature, not a follow-up
Hands-on experience with AI coding tools (e.g. Claude Code, Cursor) as part of your daily workflow, including reviewing and testing AI-generated code with the same rigor as your own
Strong collaboration and communication working effectively in cross-functional teams with clear technical communication skills
Understanding of web application fundamentals including authentication/authorization, caching, background processing, and API design principles (Graph QL preferred) Nice To Have Fintech domain knowledge including financial services, wealth management, regulatory compliance, or financial data integrations
Modern development ecosystem experience with mac OS toolchains, CI/CD pipelines, Iaa S providers, and observability platforms (Datadog) Benefits Competitive salary and equity package
We offer a generous relocation package to help top talent make the move to our NYC office
Unlimited PTO + paid company holidays
Access to holistic medical, dental, and vision plans
Company 401(k) (including Mega backdoor Roth options), Commuter, and HSA/FSA plans
NYC office in Union Square
Lunch and snacks provided in the office, & dinner if you stay late
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 Work Life Matters EAP) #J-18808-Ljbffr

📌 Senior Software Engineer (remote Latam) (Ciudad de México)
🏢 Savvy
📍 Ciudad de México