Portfolio Jobs

Looking for your next start-up role? Take a look at these exciting jobs at Ulu's portfolio companies.
174
companies
970
Jobs

Locations

New York, NY, USA

industry

Finance · Information Technology · Software

Size

11-50 employees

Stage

Series A

founded in

2021

Savvy Wealth, Inc. is a technology-driven wealth management firm with an emphasis on building software to drive automation and efficiency for wealth managers, so they can focus on what truly matters ⁠— quality time with clients. We are able to grow rapidly by acquiring traditional wealth management firms and supercharging them with Savvy Wealth Inc.'s software to make them dramatically more efficient and support more clients, without adding additional headcount.

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