What departments does SAVVI Financial have?

SAVVI Financial has employees across 7 departments including Engineering, Product Management, Sales, Arts & Design, Analytics.

What is the largest department at SAVVI Financial?

The largest department at SAVVI Financial is Engineering with 6 employees.

Where are SAVVI Financial employees located globally?

SAVVI Financial has employees across 1 continents and 1 countries including United States Of America.

How has SAVVI Financial's team size changed over time?

SAVVI Financial's team has remained stable from approximately 20 to 20 employees based on available data.

SAVVI Financial Employee Directory

Q: Who are SAVVI Financial's key employees and leadership?

SAVVI Financial's key employees include: Co-Founder And Chief Executive Officer: G. M., President: B. H., Head Of Partnerships And Relationship Management: C. M., Co-Founder, Cto: A. S., Co-Founder, Vp Of R&d: A. B..

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.

SAVVI Financial Global Highlights

North America
28

United States Of America
28

SAVVI Financial's Leadership

B. H.
President
Mobile Phone
Email
C. M.
Head Of Partnerships And Relationship Management
Mobile Phone
Email
G. M.
Co-Founder And Chief Executive Officer
Mobile Phone
Email
A. S.
Co-Founder, Cto
Mobile Phone
Email
A. B.
Co-Founder, Vp Of R&d
Mobile Phone
Email
S. K.
Co-Founder, Cco
Mobile Phone
Email
C. E.
Director Of Product Management
Mobile Phone
Email
D. R.
Sales Director
Mobile Phone
Email

SAVVI Financial Employee Metrics

100%

50%

0%

2026

2025

Engineering
Business
Research
Banking
Arts & Design
Other

Contact profiles from SAVVI Financial

Name

Title

Contact

Location

Last Update

B. H.
President
Mobile Phone
Email
United StatesMassachusetts
Jun 02, 2026
A. S.
Co-Founder, Cto
Mobile Phone
Email
United StatesMassachusetts
Nov 10, 2025
G. M.
Co-Founder And Chief Executive Officer
Mobile Phone
Email
United StatesKentucky
May 20, 2026
A. B.
Co-Founder, Vp Of R&d
Mobile Phone
Email
United StatesMassachusetts
Apr 07, 2025
S. K.
Co-Founder, Cco
Mobile Phone
Email
United StatesMassachusetts
Apr 01, 2026
C. M.
Head Of Partnerships And Relationship Management
Mobile Phone
Email
United StatesMassachusetts
Jun 24, 2025
C. E.
Director Of Product Management
Mobile Phone
Email
United StatesNew York
Aug 28, 2024
D. R.
Sales Director
Mobile Phone
Email
United StatesNew York
Apr 16, 2026
R. S.
Director, Platform Integrations
Mobile Phone
Email
United States
Apr 01, 2026
M. M.
Lead Software Engineer
Mobile Phone
Email
United StatesMassachusetts
Apr 01, 2026

Frequently Asked Questions

What is SAVVI Financial known for?

SAVVI Financial was founded in 2013 operates in the Financial Services industry. Explore SAVVI Financial's company overview page for more information.

What is SAVVI Financial's most common email format?

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?

SAVVI Financial has approximately 26 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are SAVVI Financial's key employees and leadership?

As of July 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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SAVVI Financial Employee Directory

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