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Cut Healthcare Costs and Maximize Savings, Wealth and Wellbeing with Smarter Benefit Choices. Learn more
About Us
At SAVVI, we are on a mission to democratize financial advice. Our founding team identified a critical need, and our goal is to make high quality financial guidance accessible to everyone.
Join Our Team
“True disruption of the financial services market depends on combining technology with a first-rate leadership philosophy that puts true customer-centricity at the heart of everything a company does.”
We operate with key guiding principles in everything we do. Every solution we create and every action we take is founded on these elements
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We provide tailored advice that matches each client's unique needs, balancing their current financial situation with future goals.
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Using cutting-edge AI and data science, we consider the complete financial picture—accounts, taxes, investments, and more.
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Our clear and practical recommendations empower you to take control, providing not just what to do, but how to do it.
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Our advice evolves with you, adapting to your changing conditions, needs, and goals throughout your life.
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Financial decision support isn't just offering options, it's empowering individuals to confidently choose what's best for their unique life goals. SAVVI Financial is helping Benefitfocus radically simplify the benefit enrollment journey
President, Benefitfocus
SAVVI is powering distinct financial guidance experiences at Voya, propelling us to be industry leaders. Their guidance engine is helping our customers feel more confident in their financial decisions, leading to happier and healthier customers - that’s way more powerful than just pushing products.
VP, Consumer Driven Health, Voya Financial
More working Americans are turning to their employers for help when it comes to their financial wellness goals. SAVVI guidance is an important piece that helps bring together our Health Solutions and Wealth Solutions businesses into one seamless customer experience.
CEO, Workplace Solutions, Voya Financial
SAVVI’s financial guidance solutions help me provide benefits experiences not offered by other brokers. Their data-driven insights and personalized solutions are a real game changer.
Senior Account Manager, USI Insurance Services
SAVVI has revolutionized the way we approach employee benefits. The financial guidance for our employees has empowered our employees to make smarter benefit choices. It's been a game-changer for our organization
Vice President, HR Operations, Dynata
Having SelectSmart available during the enrollment process helped me effectively analyze the options available to me and confidently make a selection for my family. It has proven to save me money over time. I would highly recommend utilizing the tool as a second set of eyes.
SelectSmart User
Dr. Dimitris Bertsimas is a world renowned authority in the field of Robust Optimization and has been applying that expertise to financial decision-making for more than 25 years. Previously, he served as Head of Quantitative Investments at RiverSource Investments where he was responsible for managing $12 billion in assets. On faculty at MIT since 1988, Dr. Bertsimas is the Co-director of the university’s Operations Research Center.
Chairman of the Board, SAVVI Financial
Gina Mourtzinou, Ph.D, has distinguished herself as a leader in Analytics and Operations Research. She is the recipient of the Presidential Award from the National Technical University of Athens and second prize for the national INFORMS George Nicholson paper competition for her MIT PhD graduate thesis. As the Co-Founder and CEO, Gina focuses the organization on leveraging analytics & modeling to develop high-quality, affordable financial advice solutions.
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Chief Executive Officer, SAVVI Financial
We are a group of MIT-trained Ph.D. mathematicians, engineers, and data scientists with over 20 years of experience in quantitative finance, applied analytics, and robust optimization.
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Ph.D.
Co-Founder,
Chairman of the Board
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Ph.D.
Co-Founder,
Chief Executive Officer
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Ph.D.
Co-Founder,
Chief Compliance Officer
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Ph.D.
Co-Founder,
Chief Technology Officer
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Ph.D.
Co-Founder,
Research & Development
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Head of Client Solutions
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MBA, CFP
President,
Head of Consumer Product
Dimitris Bertsimas, Ph.D. & Gina Mourtzinou, Ph.D. founded Dynamic Ideas, providing portfolio optimization software for investment managers.
Acquired by American Express to become their boutique quantitative investment team.
During this time, the team grew global allocation strategies to $12B in assets under management while supporting thousands of advisors and their clients.
The core team regrouped to independently tackle the unmet need of providing affordable and effective financial advice for Americans.
Launched Alpha Dynamics to manage outcome-driven investment portfolios that combine active diversification with shortfall risk control.
SAVVI Financial was founded, and the development of our first product was initiated
Created Analytic Wealth Advisors to combine our deep quantitative approach to financial planning with high-touch concierge service.
Launched SAVVI Financial's first official product to provide Americans access to high-quality financial advice.
SAVVI forms partnership with Benefitfocus
Voya Financial launches new HSA digital assistant powered by SAVVI Financial
SAVVI and Benefitfocus partner to launch integrated enrollment experience
SAVVI reaches key benchmark of guiding 250,000 users with financial advice
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At SAVVI, we merge AI and data science with a deep understanding of personal finance to create a seamless and comprehensive experience. By integrating the latest technology with improved customer journeys, we help individuals achieve better financial outcomes. Our commitment is to make financial advice accessible, actionable, and lifelong, ensuring you have the tools and guidance you need every step of the way.
Join us at SAVVI Financial and be part of a movement to make expert financial advice accessible for everyone.
Join Our Team
Contact our team at pr@savvifi.com for all SAVVI
related inquiries.
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