SAVVI Financial logo

SAVVI Financial Employee Directory

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.

Find SAVVI Financial employees' phone numbers or email addresses

SAVVI Financial Global Highlights

Location
Employees

North America
28

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  • United States Of America
    28

SAVVI Financial's Leadership

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

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
  • Senior Software Engineer at SAVVI Financial
    A. W.
    Senior Software Engineer
    United States, Tennessee
    Apr 15, 2026
  • Principal Product Designer at SAVVI Financial
    D. H.
    Principal Product Designer
    United States, Minnesota
    Apr 01, 2026
  • Principal Qa Engineer at SAVVI Financial
    C. L.
    Principal Qa Engineer
    United States, Massachusetts
    Apr 01, 2026
  • Senior Data Scientist at SAVVI Financial
    J. M.
    Senior Data Scientist
    United States, Massachusetts
    Apr 01, 2026
  • Senior Software Engineer at SAVVI Financial
    R. M.
    Senior Software Engineer
    United States, Kentucky
    Apr 14, 2026
  • Senior Software Engineer at SAVVI Financial
    R. B.
    Senior Software Engineer
    United States, Massachusetts
    Apr 01, 2026
  • Marketing And Innovation at SAVVI Financial
    E. M.
    Marketing And Innovation
    United States, Florida
    Jun 01, 2026
  • Product Marketing Advisor at SAVVI Financial
    K. B.
    Product Marketing Advisor
    United States, New York
    Apr 01, 2026
  • Implementation Specialist; Content Writer, Office Admin at SAVVI Financial
    C. G.
    Implementation Specialist; Content Writer, Office Admin
    United States, Massachusetts
    Apr 01, 2026

Frequently Asked Questions

What is SAVVI Financial known for?

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SAVVI Financial was founded in 2013 and 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?

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SAVVI Financial employees' email format typically follows the pattern of FLast@savvifi.com. 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 27 employees as of August 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 August 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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