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SavvyFi

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SavvyFi Products (9)

   
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529 College Savings Plan

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Financial Education

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Financial Wellness

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Student Loans

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401(k) Plan

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403(b) Plan

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Employee Discount Program

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Financial Coaching

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Lifestyle Spending Account

Product Description

SavvyFi’s 529 Plan offering is designed to make education savings both accessible and advantageous for employees and their families.

Our platform seamlessly integrates with a leading, nationally-available 529 program, facilitating effortless account setup and management. This integration supports automatic contributions from employers and lifestyle spending accounts,...
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About this product

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SavvyFi’s 529 Plan offering is designed to make education savings both accessible and advantageous for employees and their families.

Our platform seamlessly integrates with a leading, nationally-available 529 program, facilitating effortless account setup and management. This integration supports automatic contributions from employers and lifestyle spending accounts, significantly streamlining the savings process.

Employees can enhance their savings growth potential by receiving direct contributions from friends and family into their 529 accounts. Moreover, our unique cashback rewards program funnels a portion of everyday purchases back into the 529 account, boosting the fund's value effortlessly.

SavvyFi’s 529 Plan isn’t just about saving—it builds a robust financial foundation that supports educational aspirations through tax advantages and growth opportunities. By simplifying the saving process and enhancing its benefits, SavvyFi empowers families to confidently invest in their future.

Min. Group Size

-

Lives Serviced

600,000

Average Cost

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SavvyFi Media

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SavvyFi Info

Founded:

2018

Funding Summary:

None

Location:

Franklin, TN

Links:

Employees:

10
SavvyFi is an education finance benefits platform that helps employers support employees with student debt and education savings in one simple, scalable solution. We bundle student loan repayment, PSLF and income-driven repayment guidance, student loan retirement matching, 529 plan management, tuition... Show More

About this vendor

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SavvyFi is an education finance benefits platform that helps employers support employees with student debt and education savings in one simple, scalable solution. We bundle student loan repayment, PSLF and income-driven repayment guidance, student loan retirement matching, 529 plan management, tuition reimbursement, and education savings tools into a single platform designed for modern benefits teams.

Unlike point solutions, SavvyFi delivers these benefits under one roof with a lightweight implementation process and minimal payroll integration. Direct integrations with 529 plans and student loan servicers enable seamless funding and administration, making it easy for employers to launch and for employees to take action.

Employers see strong engagement, with participation often exceeding 50%, and measurable impact on retention, financial wellness, and total rewards value. Employees benefit from personalized coaching, flexible funding options, gifting features for family and friends, and cashback rewards that accelerate savings and debt reduction.

SavvyFi works with organizations across healthcare, behavioral health, technology, education, and professional services, and continually expands its platform to reflect evolving legislation and workforce needs—making it a comprehensive hub for education finance benefits.

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