Exceptional ownership and learning opportunities. Still building operational maturity - Senior Research Analyst Savvy Wealth Employee Review

- Everyone on the team is exceptionally friendly, and wants everyone to succeed. It's a very professional environment. - Lots of transparency in our operations. - Exciting "upcoming startup" vibes. - Free lunch is a great perk. - They ring a little bell whenever we land a new client and the whole office cheers. Very exciting!

High velocity, very tech forward, and very excited about AI enablement. To me these are reasons why I chose Savvy in the first place, but if they rub you the wrong way, it's probably not a great fit.

Genuinely one of the better places I've worked when it comes to ownership. The role comes with real scope — you're trusted to make decisions and run with them rather than waiting for permission at every step, which makes the work feel like it actually matters. The people are a big part of it too: smart, capable colleagues who know their domains and are easy to collaborate with. And there's a real sense that we're building something, not just maintaining the status quo. The mission is clear and the work ladders up to it, which keeps the day-to-day meaningful even when it's busy.

It's still early-stage, and it feels like it. Processes are a work in progress, and you'll regularly hit gaps where the "right way" to do something just doesn't exist yet — you end up defining it as you go. That's energizing if you like building from scratch, but it can be a source of friction if you're expecting things to already be buttoned up. Some growing pains are inevitable at this stage, but a bit more structure would smooth out the rough edges.