Senior Software Engineer (Remote LATAM)

ABOUT the company WEALTH

Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. The company is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started the company to give independent advisors a modern, AI-native home.

The company is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join the company, running under their own brand (or ours), and the company earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at the company service up to 50% more households and save 19 hours a week.

AI runs through everything we do. On the product side, the company Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at the company uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.

The trajectory is steep and it's still early. We're a Series C company with 170+ people, $200M raised, and $100M ARR in sight this year. Inc. ranked us the No. 1 fastest-growing financial services company in America in 2026. Come build the next stage with us!

Recognition

We're a Certified Great Place to Work and have been honored for our culture and our growth:

• Newsweek's America's Greatest Startup Workplaces (2026)

• Fortune Best Workplaces in New York™ (2026)

• Great Place to Work Certified™

RESPONSIBILITIES

• Own the end-to-end product development lifecycle of identifying, designing, and shipping large initiatives for clients and advisors.

• Produce high-quality, production-ready, readable, maintainable code

• Work cross-functionally with product leadership, design, and business partners to deliver the best product.

MUST HAVE

• 5-10 years building web applications with experience shipping features in production environments

• Full-stack development skills including web frameworks (Rails preferred), TypeScript, frontend frameworks and libraries (Next.js and React preferred), and SQL databases

• Experience writing automated tests across the stack (unit, integration, and end-to-end, e.g. RSpec, Vitest, Playwright) and treating tests as part of shipping a feature, not a follow-up

• Hands-on experience with AI coding tools (e.g. Claude Code, Cursor) as part of your daily workflow, including reviewing and testing AI-generated code with the same rigor as your own

• Strong collaboration and communication working effectively in cross-functional teams with clear technical communication skills

• Understanding of web application fundamentals including authentication/authorization, caching, background processing, and API design principles (GraphQL preferred)

NICE TO HAVE

• Fintech domain knowledge including financial services, wealth management, regulatory compliance, or financial data integrations

• Modern development ecosystem experience with macOS toolchains, CI/CD pipelines, IaaS providers, and observability platforms (Datadog)

BENEFITS

• Competitive salary and equity package

• We offer a generous relocation package to help top talent make the move to our NYC office

• Unlimited PTO + paid company holidays

• Access to holistic medical, dental, and vision plans

• Company 401(k) (including Mega backdoor Roth options), Commuter, and HSA/FSA plans

• NYC office in Union Square

• Lunch and snacks provided in the office, & dinner if you stay late

• Access to virtual mental health care (Spring Health) and health concierge (Rightway) to help you find the right care

• Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)

• Benefits are available to full-time employees