About Us

Our mission is to help communities invest in future generations.

College graduates

How We Help

We believe that everyone should have access to tools that will help them achieve their financial goals. SavvyFi makes it easy to set up 529 college savings plans with a user-friendly platform that takes the guesswork out of setting up a plan. No complicated systems or overwhelming paperwork involved. Set up your account in minutes and be on your way to start saving for the future.

Companies We’ve Worked With

Battle Ground Academy
St. Ann
Kirk Day School

Featured In

Nashville Post
Must Have Mom
Finance For Geek

Advisory Board Includes Executives From

The Wondry
CBIZ
Mutual of Omaha
Acrisure

Savings Stats

$118

Average Monthly Gifts Given

$109

Average Monthly Contributions

79%

Users Contributing Monthly

$15k

Largest Birthday Gift Received

Our Team

Jeffrey Hull

Jeffrey Hull

Founder

Stephen Cretin

Stephen Cretin

Founder

Dani Heileman

Dani Heileman

Director of Product Marketing