Savvi Financial

Savvi Financial company information, Employees & Contact Information

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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

Company Details

Employees
22
Founded
-
Address
465 Waverley Oaks Rd, Waltham,massachusetts 02452,united States
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
HQ
Waltham, Massachusetts
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