Savvly is a financial wellness platform focused on empowering individuals to make informed financial decisions. Savvly offers the “first market-driven retirement solution”. By aggregating financial accounts, Savvly provides personalized insights and recommendations to help users optimize their savings, investments, and spending. The platform offers tools for budgeting, goal setting, and tracking progress towards financial objectives, aiming to enhance users’ financial well-being through education and proactive financial management strategies.
Financial Planning for Millennials
Origin
Origin is the only platform that helps your people manage compensation, benefits and personal finances – side by side with financial professionals.
Harness Wealth
Harness Wealth is a platform that connects clients to vetted financial advisory firms that provide a wide range of tailored financial services.
Facet Wealth
Facet is a provider of financial and wealth management services used to simplify the financial planning process. Its services include portfolio management, comprehensive full financial life planning, and personalized goal planning from a dedicated Certified Financial Planner (CFP) on a subscription-based model that enables customers toincrease their financial security and prosperity at an affordable cost.
Ellevest
Ellevest is a full-service robo-advisor aimed at female investors, with a focus on how different incomes, lifetime earnings, events and lifespans add up to the need for a discrete investment approach to help women meet their life and financial goals.