Savvy Wealth reviews

4.9

96% would recommend to a friend

(43 total reviews)

Ritik Malhotra

96% approve of CEO

100% positive business outlook

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).

Reviews by job title

43 reviews
5.0
May 21, 2026

Exciting challenges but requires self-motivation

Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

The interview process was swift and every insightful to how the company works. Working here has proven to an exciting challenge.

Cons

Not necessarily a con but you need to be resourceful and a self starter to work here. Things move fast and everyone has a lot on their plate, but that leaves you with a lot of autonomy in your work.

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Savvy Wealth Response
1mo
Thanks so much for this thoughtful review! Glad you got value add from the interview process! It's always a two way street. - Rasika
1.0
Apr 16, 2026

Promising product, frustrating reality

Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Free lunch is provided daily, and dinner is available if you stay late. For some, that will feel like a perk. For others, it can feel tied to a culture where long hours are expected and staying late becomes normalized.

Cons

The company has grown quickly, but the internal structure and employee experience have not kept pace. Some teams are built out and supported, while others feel extremely lean, reactive, and under resourced, which creates a very uneven experience depending on where you sit. The New York office is now expected to be in office four days a week, with Wednesday as the only day away from the office. For longer tenured employees who joined under a more flexible hybrid setup, that shift has been a major downside. It makes personal scheduling and travel more difficult and reflects a broader move away from flexibility without much consideration for the people already here. Benefits are not especially competitive, compensation is average, and many of the same growing pains continue without meaningful improvement. There are also broader issues around communication, consistency, professionalism, and the overall employee experience. At times, internal processes and support structures do not provide the level of clarity and consistency employees need. It is also worth keeping in mind that some reviews may reflect very early impressions rather than the perspective of employees who have been here longer.

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Savvy Wealth Response
3mo
Thank you so much for taking the time to leave this review, I'm so sorry to hear your experience has not been great. The transition to more in office time was really intended to drive more collaboration - totally hear the feedback and respect that it may not be the right set up for everyone. Would love to dig into some of the other areas you mention so we can continue to improve the experience here. Please send me a note, I would love to chat. Thanks again for taking the time to leave a review, Rasika
5.0
Apr 13, 2026
Recommend
CEO approval
Business Outlook

Pros

Savvy is a great place to work, the culture is the best part. Work is very enjoyable and fast paced, benefits are great and everyone is pulling in the same direction.

Cons

You won't like it here if you don't want to work hard.

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Savvy Wealth Response
3mo
Really appreciate you taking the time to leave this review, so glad you've been enjoying it!! Cheers, Rasika
Viewing 7 - 9 of 43 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.