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Partner with us, for them.

Are you looking to improve the financial wellness of your employees, members, clients, or students? We partner with employers, financial advisors and coaches, benefits brokers, HR software providers, and more to help you create better relationships through accessible digital financial planning.

Savology partners - partner with Savology today
Savology Partners - Digital Financial Planning and Wellness

By partnering with us, you’ll be helping thousands of households reach their financial goals while building trusted relationships.

Savology was built for many types of organizations

Savology for Employers

We partner with corporations and organizations to provide meaningful financial wellness benefits for employees and their families.

Savology for Financial Advisors

We partner with financial advisors to help advisors onboard new clients and provide proprietary planning and management tools.

Savology for Benefits Brokers

We partner with Benefits Brokers to enhance employer's benefits package through our unique and valuable financial wellness offering.

Savology for HR Providers

We partner with HR software providers looking to give their clients better access to financial planning and wellness resources for employees.

Why partner with us? 

By partnering with Savology, you’ll benefit in the following ways:

Empower your community

Help your clients, members, or students to succeed.

Understand your community

Gather valuable financial insights about your community.

Increase engagement

Create more engagement, buy-in, and value.

Make a difference

Your support can change the financial wellness of thousands.

Interested in partnering with us? 

If you are interested in exploring a partnership with Savology or seeing the platform in action, fill out the form here and someone from our team will be in touch.