SAVVI Financial Email Format

Financial ServicesMassachusetts, United States11-50 Employees

SAVVI Financial is a financial services company based in Waltham, Massachusetts, that offers a technology-enabled platform designed to help individuals plan, manage, and monitor their full financial picture in minutes. The leadership and technical team includes MIT-trained PhDs in mathematics, engineering, and data science with more than two decades of experience applying quantitative finance, applied analytics, and robust optimization to real-world challenges across finance, healthcare, and transportation. The company emphasizes broad access to high-quality financial planning, aiming to provide affordable financial guidance to a wide audience. SAVVI Financial LLC is registered with the U.S. Securities and Exchange Commission as an investment adviser. In December 2025, the company announced the launch of a Retirement Income guidance tool in collaboration with Voya, illustrating its ongoing development of workplace financial guidance and retirement planning solutions.

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