Portfolio Jobs

Looking for your next start-up role? Take a look at these exciting jobs at Ulu's portfolio companies.
173
companies
882
Jobs

Locations

New York, NY, USA

industry

Finance · Information Technology · Software

Size

51-200 employees

Stage

Series A

founded in

2021

Wealth management is a massive industry in the US ($545 billion annual revenue), but remains archaic and inefficient with low technology penetration. 75% of financial advisors do not offer any digital communication beyond emails and 62% of them conduct financial planning manually (for example, in Excel), resulting in a poor client experience and over 70% of a financial advisor's time spent on non-client facing tasks. Savvy is a digital-first platform for financial advisors centered around modernizing human financial advice. Financial advisors who partner with Savvy leverage the integrated technology platform to help supercharge growth with AI-powered software, sales and marketing automation, and back office workflows. Savvy's proprietary technology empowers financial advisors to help scale revenue faster and spend more time focused on growth.

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