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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-01-2013
- Office Locations
- 1
Office Locations
About Savvi Financial LLC
SAVVI is a workplace financial guidance platform helping employers support employees through benefits selection, year-round paycheck savings, financial wellness goals, and retirement transitions (saving, rollovers, income planning). Personalized recommendations are driven by data science and advanced optimization developed by MIT PhDs, and delivered via seamless API integrations with benefits administration partners; used in enterprise guidance experiences at firms like Voya.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DIMITRIS BERTSIMAS
MEMBER OF THE BOARD
- CRD
- --
- Ownership
- 25% but less than 50%
ADRIAN B BECKER
--
- CRD
- #5544336
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
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BRIAN RICHARD HARRISON
--
- CRD
- #3227937
CHRISTOPHER MICHAEL MORAN
Principal
- CRD
- #3003405
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,700,000 | $187,815 |
| Non-Discretionary | $0 | -- |
| Total | $44,700,000 | $187,815 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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