SavvyFi

Savvy Financial is a company developing a financial platform. It is a digital investment adviser that sets up college saving accounts for employers, employees, and brokers. The company provides a 529 savings plan, which is an investment account that allows savings to grow tax-free if the funds are used for qualified expenses at higher education institutions. The platform offers various features such as mobile and desktop dashboard, friends and family gifting, cashback rewards, tracking, transfers, contribution changes, etc.