Shopping at major merchants and local restaurants build up savings quickly.
Employers can contribute to employees accounts at whatever level they want.
Savvyfi is a digital investment adviser registered with the securities and exchange commission.
Our innovative technology makes it hassle-free and inexpensive for employers to offer college savings and student debt repayment benefits to their entire workforce.
Employees sign up during open enrollment or any time of year – All employees need to complete signup is their work email address, basic information about themselves, information about who they are saving for, and their bank account.
A 529 account is automatically opened within minutes – Once employees input their information online, a 529 account is automatically opened.
Employees make contributions – Employees can make contributions from their own bank accounts, or they can use SavvyFi’s gifting and cashback rewards features to save without using their own income. All contributions are automatically invested in an enrollment-date investment option provided by Vanguard.
Employers can make matching contributions using the SavvyFi platform
Employees who shop online, make purchases in-store or book travel through SavvyFi’s cashback rewards program can earn up to 30% of their purchase in cashback to their 529 account.
Our cashback program covers 10,000+ merchants including major brands such as Target, Home Depot and Walmart. Employees can also earn with local merchants such as the neighborhood pizza shop.
Employees make monthly or one-time contributions from their bank accounts which are directly linked to SavvyFi’s platform
SavvyFi is currently only offered as a workplace benefit; however, the benefit is portable.
Our expert team is on standby to answer any questions you may have about SavvyFi’s platform.
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.
