Episode Details

The platform turning financial advisors into founders. 

In this episode of Culture Uncovered, Jena Dunay sits down with Rasika Rajagopalan, VP of People, Talent & Places at Savvy Wealth, to talk about what it looks like to build a fast-moving, in-office culture at a fintech company reinventing how financial advisors operate.

Rasika shares how Savvy is empowering advisors to start and scale their own businesses, why the company prioritizes in-person collaboration four days a week, and how a team of around 130 people is building both cutting-edge technology and a deeply connected culture at the same time.

They also get into how Savvy makes decisions quickly through structured writing and weekly reviews, what it means to “invent the future” inside the company, and how they’re investing heavily in learning, from AI bootcamps to leadership summits.

What you’ll learn:

• What Savvy Wealth does and how it’s transforming financial advising
• Why they prioritize in-office collaboration and what it unlocks
• How their writing culture and Weekly Decision Reviews drive speed
• What “inventing the future” looks like in a fintech environment
• How Savvy invests in employee growth and continuous learning

Savvy Wealth highlights:

• Founded: 2021
• Team Size: 130 employees
• Headquarters: New York City
• Work Model: In-office (4 days/week) with strong collaboration focus
• Culture: Curious, ambitious, collaborative, fast-moving, learning-driven

Unique Perks & Programs:

• Strong in-office culture designed for collaboration and connection
• Weekly Decision Reviews (WDR) for fast, transparent decision-making
• Writing-first culture to improve clarity and alignment
• AI bootcamps and leadership development programs
• Regular team events and community-building initiatives
• High transparency, including visibility into company strategy

To learn more about Savvy Wealth:

Careers Page (They’re hiring!)
LinkedIn Page
Rasika’s LinkedIn Profile