Founded in 2018, SAVVI Financial LLC is an SEC-registered investment adviser dedicated to improving financial outcomes for individuals. The company operates on a B2B2C model, primarily offering its platform as an employee benefit through corporate partnerships. SAVVI combines digital tools with access to human financial planners to offer personalized guidance on topics like budgeting, retirement planning (including 401(k) and 403(b) management), investments, and major life events. Their mission is to democratize access to high-quality financial advice and help people achieve their financial goals.

Founded in

United States