Provide a benefit your team really needs - saving and paying for college.

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.

Mobile Friendly Platform

Easy to use application makes signup simple for employees.

Cashback Rewards

Shopping builds up savings at no cost to employees without impacting their normal credit card rewards.

Top-Ranked Plan

SavvyFi’s 529 provider has earned Morningstar’s top honor for over ten years straight.

Friends & Family Gifting

Loved ones have the opportunity to contribute to education expenses.

Zero touch for you

No payroll integration, no paperwork, no administrative burden.

Planning Dashboard

Intuitive dashboard relieves anxiety about future planning.

Who it's for

Solutions

Learn more

The fine print

Savvy Financial, Inc. (“SavvyFi”) is a web-based investment adviser. Our investment advisory services 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 investments involve risk, including the possible loss of money you invest, and past performance does not guarantee future performance.

Savvy Financial and the mark SAVVYFI are not associated with Heartland Financial USA, Inc. Savvy Financial will incorporate a legible and unobscured disclaimer on its website and any websites it owns that feature the SAVVYFI mark now or in the future.