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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
Jun 9, 2026

Winning Culture

Director
Recommend
CEO approval
Business Outlook

Pros

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.

Cons

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.

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Savvy Wealth Response
1mo
Thank you so much for this thoughtful review! Agree that the documentation rigor has been really really helpful through scale. Rasika
5.0
Jun 8, 2026

Exciting, tech-forward firm with incredible support and growth

Senior client service associate
Recommend
CEO approval
Business Outlook

Pros

I’ve been with Savvy for a few months now, and the experience has been seamless from my very first interview. Coming from a firm where I spent several years, seeing the pace of innovation and the daily improvements here is incredibly refreshing. The team is dynamic and really demonstrates how technology can elevate financial services. The sheer volume of AUM we continue to surpass is honestly mind-blowing and shows how fast we are scaling. The onboarding process was excellent, providing weeks of thorough training before I fully dove into the role. While the workload requires real effort, the camaraderie makes a huge difference. If you know your role and are driven, you will do great here. Best of all, the consistent support from both my manager and my teammates makes the day-to-day experience genuinely rewarding.

Cons

Because the company is growing so rapidly, processes evolve quickly. You have to be highly adaptable and ready for constant change, but that completely comes with the territory of a successful startup.

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Savvy Wealth Response
1mo
Thanks so much for this thoughtful review and calling out our onboarding process specifically! So glad you're enjoying your time here. Rasika
5.0
Jun 8, 2026

Fast-paced, creative role with real ownership

Client marketing associate
Recommend
CEO approval
Business Outlook

Pros

You get real ownership of client-facing work from day one. The work sits at a fun intersection of design and marketing, and there's a lot of room to bring systems thinking and automation ideas to the table. The team is collaborative and you're not just executing, you're actually shaping how things get built.

Cons

Processes are still being built out, so there's a fair amount of ambiguity and manual work that could be streamlined. If you're someone who likes clear structure and defined workflows from the start, that can be a friction point. Things move fast, which is exciting but can also mean priorities shift quickly.

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Savvy Wealth Response
1mo
Thanks so much for this thoughtful review! Agree that opportunity to make a real impact is huge. Rasika
Viewing 4 - 6 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.