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
Mutual of Omaha

Savings Stats


Average Monthly Gifts Given


Average Monthly Contributions


Users Contributing Monthly


Largest Birthday Gift Received

Our Team

Jeffrey Hull

Jeffrey Hull


Stephen Cretin

Stephen Cretin


Dani Heileman

Dani Heileman

Director of Product Marketing