Savvyfi - Investment Advisers

About Savvyfi

Savvy Financial, Inc., which operates under the name Savvyfi, is registered as an investment adviser and is headquartered in Franklin, Tennessee. It reports $1.88 million in regulatory assets under management and 15 employees. The firm appears in the Directory of US Investment Advisers and among Investment Advisers in Tennessee. Savvyfi describes itself as an education financial benefits platform. Its offerings include 529 education savings plans, student loan repayment, student loan retirement matching, tuition reimbursement, and advisory services for Public Student Loan Forgiveness. The firm works with employers and brokers, financial institutions, and individuals. Its features include a gifting link and cashback rewards, and funds from these can be directed to a 529 plan or toward student debt. Jeffrey Hull is listed as founder and chief executive. The firm's stated focus is helping employers offer education benefits that address student debt and savings for future education costs. Savvyfi argues that employer support for employees' finances can reduce financial strain and contribute to long-term financial wellness. The company also notes that recent federal law allows student loan payments to count as retirement plan matching contributions, and it offers programs built around that provision. --- Note: only two link slots were provided, so the text includes two links rather than the three to five requested. If you can supply more slots, I can add them.

Key Facts

Assets Under Management

$1.88M

Employees

15

SEC File Number

801-116822