SAVVI Financial Email Formats

Financial Services • Waltham, Massachusetts, United States • 21-50 Employees

SAVVI Financial Email Formats

SAVVI Financial uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@savvifi.com), used 43.5% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@savvifi.com	43.5%
{first name}{last name}	johndoe@savvifi.com	39.1%
{last name}{last name}	doedoe@savvifi.com	8.7%
{last name}	doe@savvifi.com	8.7%

Key Contacts at SAVVI Financial

Jake Aldrich

Sales Director

Gina Mourtzinou

Co-Founder And Chief Executive Officer

Steve Kokkotos

Co-Founder, Cco

Company overview

Headquarters	465 Waverley Oaks Rd, Waltham, Massachusetts 02452, US
Phone number	+13343936281
Website	savvifi.com
NAICS	52
SIC	628
Keywords	Data Analytics, AI, Financial Wellness, Decision Support, MIT, Next Dollar
Founded	2013
Employees	21-50
Socials

About 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: https://www.savvifi.com/files/SF_Disclosure_LinkedIn.pdf 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

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Senior

Manager

Employees by Department

SAVVI Financial has 15 employees across 6 departments.

Departments

Number of employees

Funding Data

SAVVI Financial has never raised funding before.

SAVVI Financial Tech Stack

Discover the technologies and tools that power SAVVI Financial's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Google Workspace

Google Hosted Libraries

CDN

Amazon Web Services

PaaS

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

Slick

JavaScript libraries

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

Calendly

Appointment scheduling

Webflow

Page builders

Frequently asked questions

SAVVI Financial is located in Waltham, Massachusetts, US.

You can reach SAVVI Financial at +13343936281.

SAVVI Financial was founded in 2013, making it 13 years old. The company has established itself as a significant player in its industry over this time.

SAVVI Financial has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.