Insights

Growing Financial Platform SAVVI Financial demonstrates a strong revenue range of 25 to 50 million dollars, indicating a healthy market presence and potential for expansion in the financial wellness sector.

Strategic Partnerships Recent collaborations with organizations like Voya, PlanSource, and Virtual Benefits Administrator highlight SAVVI’s active engagement in forming strategic alliances, creating opportunities to combine services and expand client reach.

Innovative Tool Launches The launch of advanced tools such as Retirement Income guidance and the SelectSmart decision support platform indicates SAVVI’s focus on innovative solutions, offering prospects for upselling and cross-selling complementary financial planning products.

Focus on Employee Benefits SAVVI’s emphasis on workplace financial guidance and benefits solutions suggests a strong potential for targeting HR departments and employee benefit programs for integration or partnership sales.

Technology-Enabled Advantage Utilizing robust tech infrastructure and security standards like AWS, SOC 2, and HSTS, SAVVI positions itself as a trusted, scalable partner, ideal for clients seeking reliable and advanced financial wellness technology solutions.

SAVVI Financial Tech Stack

SAVVI Financial uses 8 technology products and services including Calendly, Amazon Web Services, Intercom Articles, and more. Explore SAVVI Financial's tech stack below.

  • Calendly
    Appointment Scheduling
  • Amazon Web Services
    Cloud Hosting
  • Intercom Articles
    Documentation Tools
  • Google Fonts API
    Font Scripts
  • SOC 2
    Governance, Risk And Compliance
  • Linux
    Programming Languages
  • HSTS
    Security
  • X-XSS-Protection
    Security

Media & News

SAVVI Financial's Email Address Formats

SAVVI Financial uses at least 1 format(s):
SAVVI Financial Email FormatsExamplePercentage
FLast@savvifi.comJDoe@savvifi.com
41%
Last@savvifi.comDoe@savvifi.com
9%
FLast@savvifi.comJDoe@savvifi.com
41%
Last@savvifi.comDoe@savvifi.com
9%

Frequently Asked Questions

Where is SAVVI Financial's headquarters located?

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SAVVI Financial's main headquarters is located at 465 Waverley Oaks Road Waltham, Massachusetts 02452 United States. The company has employees across 1 continents, including North America.

What is SAVVI Financial's official website and social media links?

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SAVVI Financial's official website is savvifi.com and has social profiles on LinkedIn.

What is SAVVI Financial's NAICS code?

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SAVVI Financial's NAICS code is 52 - Finance and Insurance.

How many employees does SAVVI Financial have currently?

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As of February 2026, SAVVI Financial has approximately 23 employees across 1 continents, including North America. Key team members include President: B. H.Head Of Partnerships And Relationship Management: C. M.Co-Founder And Chief Executive Officer: G. M.. Explore SAVVI Financial's employee directory with LeadIQ.

What industry does SAVVI Financial belong to?

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SAVVI Financial operates in the Financial Services industry.

What technology does SAVVI Financial use?

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SAVVI Financial's tech stack includes CalendlyAmazon Web ServicesIntercom ArticlesGoogle Fonts APISOC 2LinuxHSTSX-XSS-Protection.

What is SAVVI Financial's email format?

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SAVVI Financial's email format typically follows the pattern of FLast@savvifi.com. Find more SAVVI Financial email formats with LeadIQ.

When was SAVVI Financial founded?

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SAVVI Financial was founded in 2013.

SAVVI Financial

Financial ServicesMassachusetts, United States11-50 Employees

SAVVI is a leading technology-enabled financial wellness platform that allows people to easily plan, manage and track their full financial picture in minutes. 

Led by MIT-trained PhDs in mathematics, engineering, and data science, our team brings over 20 years of experience applying quantitative finance, applied analytics, and robust optimization to real-world challenges across finance, healthcare, and transportation systems. Now, we’re on a mission to democratize financial planning—making high-quality, affordable financial advice accessible to everyone.

For our LinkedIn guidelines and legal information:
https://www.savvifi.com/files/SF_Disclosure_LinkedIn.pdf

SAVVI Financial LLC ("SAVVI") is an investment advisor registered with the U.S. Securities and Exchange Commission. SAVVI does not guarantee investment results and past performance is no guarantee of future performance. Information on this site is provided for educational purposes and does not constitute investment advice, which is only provided to registered users who have a valid Investment Advisory Agreement in place with SAVVI. No information on this site should be construed as an offer to buy or sell any security or insurance product.

© 2025 SAVVI Financial LLC

Section iconCompany Overview

Headquarters
465 Waverley Oaks Road Waltham, Massachusetts 02452 United States
NAICS Code
52 - Finance and Insurance
Founded
2013
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    SAVVI Financial's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    SAVVI Financial's revenue is estimated to be in the range of $25M$50M

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