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Savvy Wealth

Engaged Employer

Savvy Wealth reviews

4.9

96% would recommend to a friend

(43 total reviews)

Ritik Malhotra

96% approve of CEO

100% positive business outlook

Ratings by category

4.8

Culture & values

4.8

Diversity & inclusion

4.8

Senior management

4.8

Career opportunities

4.6

Work/Life balance

4.6

Compensation and benefits

Savvy Wealth has an employee rating of 4.9 out of 5 stars, based on 43 company reviews on Glassdoor which indicates that most employees have an excellent working experience there. The Savvy Wealth employee rating is 32% above average for employers within the Financial Services industry (3.7 stars).

Ratings by demographic groups

Reviews by job title

43 reviews
5.0
Oct 6, 2025

Inspiring place to grow and do meaningful work!

Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Savvy Wealth has such a positive and collaborative culture. Leadership is transparent, approachable, and genuinely cares about the team. There’s a strong sense of trust and shared purpose. People here are smart, kind, and motivated to do great work. I feel valued, supported, and excited about the direction the company is headed. It’s rare to find a place that combines ambition with empathy, but Savvy really does.

Cons

It’s a fast-paced environment, so things evolve quickly, but it’s all part of the growth that we're experiencing!

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Savvy Wealth Response
9mo
Thanks so much for this review and feedback! So glad to have you as part of the team! - Rasika VP, People and Talent
5.0
Oct 5, 2025

Exciting place to build with strong growth, great people, and a lot of momentum

Software engineer
Recommend
CEO approval
Business Outlook

Pros

Savvy is solving a real and valuable problem for financial advisors who want to go independent. The product/market fit feels strong, and there is a clear sense that the company is gaining traction. The engineering culture is great, with thoughtful design, high standards, and a focus on doing things the right way. The people are smart, collaborative, and genuinely care about their work. The in-office culture is one of the best parts of the company, there is real camaraderie, and everyone eats lunch together every day we are in. It feels close-knit and energized.

Cons

The company is still figuring out its structure, especially around product leadership. All PMs report to the CTO, which can make priorities feel more execution-focused than strategic. Ritik, the CEO, is very growth driven, which is great for the company’s trajectory, but at times it can feel a bit transactional or demotivating when that focus overshadows individual recognition. Benefits are also on the weaker side compared to other startups, especially healthcare (I’m spending $$$$)

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Savvy Wealth Response
9mo
Thanks so much for this review and feedback! Agree that the PMF energy is something you can tangibly feel. - Rasika VP, People and Talent
5.0
Oct 3, 2025

great product + great team

Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

I've been with Savvy for about a year and have nothing but good things to share about my experience so far. I have worked at a few startups now and feel like Savvy has been such a breathe of fresh air. The team is incredibly smart and welcoming and culture is a big part of why people seem happy here. Theres strong product market fit and they've done really impressive fundraises so far.

Cons

growing pains of any early B startup

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Savvy Wealth Response
9mo
Thanks so much for this review! Totally agree that the culture is what sets us apart! - Rasika VP, People and Talent
Viewing 40 - 42 of 43 Reviews
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ReviewsSavvy Wealth reviews

Glassdoor has 44 Savvy Wealth reviews submitted anonymously by Savvy Wealth employees. Read employee reviews and ratings on Glassdoor to decide if Savvy Wealth is right for you.