SAVVI Financial

www.savvifi.com

SAVVI is a leading technology-enabled financial wellness platform that allows people to easily plan, manage and track their full financial picture in minutes. The company is lead by a team of MIT-trained, PhD mathematicians, engineers and data scientists, specializing in quantitative finance, applied analytics, and robust optimization. For over 20 years the team has applied their expertise to solve real-world problems in the areas of finance, healthcare, and transportation systems. They are now on a mission to democratize financial planning and provide access to affordable and effective financial advice for 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. © 2023 SAVVI Financial LLC

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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. The company is lead by a team of MIT-trained, PhD mathematicians, engineers and data scientists, specializing in quantitative finance, applied analytics, and robust optimization. For over 20 years the team has applied their expertise to solve real-world problems in the areas of finance, healthcare, and transportation systems. They are now on a mission to democratize financial planning and provide access to affordable and effective financial advice for 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. © 2023 SAVVI Financial LLC

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Country

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State

Massachusetts

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City (Headquarters)

Waltham

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Employees

11-50

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Founded

2013

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Social

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Potential Decision Makers

  • Co - Founder , Vice President of Research and Development

    Email ****** @****.com
    Phone (***) ****-****
  • Co - Founder , Vice President Research and Development

    Email ****** @****.com
    Phone (***) ****-****
  • Founding Partner

    Email ****** @****.com
    Phone (***) ****-****
  • Co - Founder , Chief Compliance Officer

    Email ****** @****.com
    Phone (***) ****-****

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