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SAVVI Financial Logo
SAVVI Financial Growth Score
81
CB Rank
267086
Heat Score
47
SAVVI Financial is a fintech firm that creates customized financial plans and portfolio management services for individuals and businesses.
Founded
obfuscation
Private Waltham, Massachusetts, United States11-50 www.savvifi.com/
Angel Investment
Asset Management
Financial Services
Wealth Management
Overview

SAVVI Financial
Growth Score
81
Heat Score
47

Growth Score81
-7 pts
in past quarter
Heat Score 47
-17 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Events
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About SAVVI Financial

CB Rank
267086
SAVVI Financial is a fintech firm that creates customized financial plans and portfolio management services for individuals and businesses.
Founded
obfuscation
Private Waltham, Massachusetts, United States11-50 www.savvifi.com/
Angel Investment
Asset Management
Financial Services
Wealth Management

Key People

Details

Legal Name SAVVI Financial LLC
Also Known As SAVVI
Operating Status Active
Company Type For Profit
Founders  Adrian Becker, Alex Sauer-Budge, Dimitris Bertsimas, Gina Mourtzinou, Steve Kokkotos
Phone Number +1 334 393-6281
Contact Email info@savvifi.com
Diversity Spotlight 
Women Founded
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

SelectSmart Recommendations
A decision support tool that provides personalized benefit selection guidance to employees, helping them optimize savings and confidence in their benefits choices.
NextDollar
A guidance service that helps employees optimize paycheck allocations by maximizing tax advantages, employer contributions, and savings goals.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 4 Contacts 19

Employee Profiles

News

News and Press

News•Dec 23, 2025
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News•Dec 10, 2025
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News•Dec 10, 2025
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News•Sep 16, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

1,866
267.32%
 in past month

Interest Signals

TopicSurge Score
The Wall Street Journal Logo
The Wall Street Journal
79

Active Website Tech Count

17SAVVI Financial is actively using 17 technologies for its website, according to BuiltWith. These include nginx, reCAPTCHA, and  HSTS IncludeSubdomains PreLoad.

Total IP

2SAVVI Financial has registered 2 trademarks with the most popular class being 'Insurance; financial affairs', according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is SAVVI Financial's headquarters? SAVVI Financial is located in Waltham, Massachusetts, United States.Who are SAVVI Financial's competitors? Alternatives and possible competitors to SAVVI Financial may include SoFi, Origin, and  Nayya.
Who We Are
What We Do
Helpful Links
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