Savvi Financial
SAVVI is a leading technology-enabled financial wellness platform that allows people to easily plan, manage and track their full financial picture in minutes. Led by MIT-trained PhDs in mathematics, engineering, and data science, our team brings over 20 years of experience applying quantitative finance, applied analytics, and robust optimization to real-world challenges across finance, healthcare, and transportation systems. Now, we’re on a mission to democratize financial planning—making high-quality, affordable financial advice accessible to everyone. For our LinkedIn guidelines and legal information: SAVVI Financial LLC ("SAVVI") is an investment advisor registered with the U.S. Securities and Exchange Commission. SAVVI does not guarantee investment results and past performance is no guarantee of future performance. Information on this site is provided for educational purposes and does not constitute investment advice, which is only provided to registered users who have a valid Investment Advisory Agreement in place with SAVVI. No information on this site should be construed as an offer to buy or sell any security or insurance product. © 2025 SAVVI Financial LLC
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Verified contacts
17
available on Kipplo
LinkedIn employees
23
11 to 50 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
0
tools in use
Monthly traffic
210
organic / mo
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Decision-makers and verified team members
17 contacts with verified email or phone · masked until revealed.
- DH
Dan Holmoe
Principal Product Designer · Sales & Business Development
EmailPhone - CG
Cameron Garriepy
Implementation Specialist Content Writer, Office Admin · Writing/Editing
EmailPhone - MA
Matthew Almeida
Data Scientist · Information Technology
EmailPhone - RM
Rob Mela
Senior Software Engineer · Information Technology
EmailPhone - AW
Andrew Watson
Senior Software Engineer · Other
EmailPhone - GM
Gina Mourtzinou
Co-founder and Chief Executive Officer · Other
EmailPhone - JD
Joel Douglass
Senior Frontend Developer · Other
EmailPhone - SK
Steve Kokkotos
Co-founder, CCO · Other
EmailPhone - BH
Boran Hao
Data Scientist · Information Technology
EmailPhone
Showing 9 of 17 verified contacts
Top roles at Savvi Financial
11 distinct titles indexed · top 10 shown.
- 3senior software engineer
- 2data scientist
- 1cloud architect and devops engineer
- 1co-founder and chief executive officer
- 1co-founder, cco
- 1implementation specialist content writer, office admin
- 1marketing
- 1marketing and innovation
- 1principal product designer
- 1sales manager
- +1more titles
Sign up to unlock all 17 contacts at Savvi Financial
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Sign up to reveal 17 verified contacts at Savvi Financial
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