SavvyFi enables your employees to open a top-tier 529 account in just a few clicks and with no technical integration, allowing them to save for college and pay off student debt.
Our intuitive dashboard relieves anxiety about future planning.
SavvyFi’s tech auto-opens a 529 account with Vanguard® investment funds.
No payroll integration. No paperwork. No administrative burden to implement.
Easy to use application makes signup simple for employees.
Shopping builds up savings at no cost to employees.
Vanguard is one of the leading investment management advisory firms, with over $7 Trillion in assets under management. The investment options offered have some of the lowest expense ratios in the industry.
Financing education is one of the highest sources of anxiety for Millennials, and is the second most desired employee benefit after flexible work time. Starting a 529 and seeing it grow by using our intuitive dashboard, you can relieve their anxiety and create a connection that can help with employee retention.
SavvyFi’s unique gifting and rewards features enable your team to give and receive contributions, building up their own or their families’ savings faster. And your employees can use our rewards program to earn up to 30% of their purchases from over 10,000 merchants in cashback to their 529 account.
Savvy Financial, Inc. (“SavvyFi”) is an investment adviser registered with the Securities and Exchange Commission. The investment advisory services referred to on this website are made available to U.S. residents only. This website shall not be considered a solicitation or offering for any service or product to any person in any jurisdiction where such solicitation or offer would be unlawful. Nothing in this website should be construed as investment, legal, tax, regulatory or accounting advice. Prospective investors should consult with their own legal, regulatory, tax, business, investment, financial and accounting advisers. While distributions to cover K–12 tuition are tax-free on the federal level, state tax treatment will vary, and you should check with your tax professional for details. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance.
