SAVVI Financial Employee Directory

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

Find SAVVI Financial employees' phone numbers or email addresses

SAVVI Financial Global Highlights

Location
Employees

North America
21

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  • United States Of America
    21

SAVVI Financial's Leadership

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    B. H.
    President
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  • Stylized image of a person
    C. M.
    Head Of Partnerships And Relationship Management
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    G. M.
    Co-Founder And Chief Executive Officer
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    A. S.
    Co-Founder, Cto
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    A. B.
    Co-Founder, Vp Of R&d
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    S. K.
    Co-Founder, Cco
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    J. A.
    Sales Director
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  • Stylized image of a person
    C. E.
    Director Of Product Management
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SAVVI Financial Employee Metrics

100%
50%
0%
2026
2025
  • Engineering
  • Business
  • Research
  • Banking
  • Arts & Design
  • Other

Contact profiles from SAVVI Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. H.
    President
    Phone icon
    United StatesMassachusetts
    Feb 03, 2026
  • Stylized image of a person
    A. S.
    Co-Founder, Cto
    Phone icon
    United StatesMassachusetts
    Aug 26, 2024
  • Stylized image of a person
    G. M.
    Co-Founder And Chief Executive Officer
    Phone icon
    United StatesMassachusetts
    Feb 02, 2026
  • Stylized image of a person
    A. B.
    Co-Founder, Vp Of R&d
    Phone icon
    United StatesMassachusetts
    Aug 30, 2024
  • Stylized image of a person
    S. K.
    Co-Founder, Cco
    Phone icon
    United StatesMassachusetts
    Sep 09, 2025
  • Stylized image of a person
    C. M.
    Head Of Partnerships And Relationship Management
    Phone icon
    United StatesMassachusetts
    Feb 03, 2026
  • Stylized image of a person
    J. A.
    Sales Director
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    United StatesTexas
    Nov 13, 2025
  • Stylized image of a person
    C. E.
    Director Of Product Management
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    United StatesNew York
    Aug 30, 2024
  • Stylized image of a person
    M. M.
    Lead Software Engineer
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    United StatesMassachusetts
    Dec 13, 2025
  • Stylized image of a person
    A. W.
    Senior Software Engineer
    Phone icon
    United StatesNew Hampshire
    Oct 23, 2025

Frequently Asked Questions

What is SAVVI Financial known for?

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SAVVI Financial was founded in 2013 operates in the Financial Services industry. The company's main headquarters is located in 465 Waverley Oaks Road Waltham, Massachusetts 02452 United States. Explore SAVVI Financial's company overview page for more information.

What is SAVVI Financial's most common email format?

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SAVVI Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more SAVVI Financial email formats with LeadIQ.

How many employees does SAVVI Financial have currently?

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SAVVI Financial has approximately 23 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are SAVVI Financial's key employees and leadership?

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As of February 2026, SAVVI Financial's key employees include:

  • President: B. H.
  • Head Of Partnerships And Relationship Management: C. M.
  • Co-Founder And Chief Executive Officer: G. M.
  • Co-Founder, Cto: A. S.
  • Co-Founder, Vp Of R&d: A. B.

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