You care for a community. We add the financial layer.
Savology partners with organizations already addressing the wellbeing of their people — healthcare systems, employers, schools, family programs, and nonprofits. Each community keeps its own brand and its own trust. We add personal financial wellbeing underneath: a free report card, a personalized plan, and the tools to act on it.
Wellbeing partners
Organizations we work alongside — each caring for its community in its own way, with Savology supplying the financial wellbeing dimension.
Financial clarity for physicians and healthcare professionals, powered by Savology — planning built around the realities of a medical career.
Visit Direct Wealth Care →
Invented by the Mayo Clinic
The wellbeing measurement tool invented by the Mayo Clinic. Where organizations measure wellbeing, Savology adds the financial dimension of it.
Visit Well-Being Index →
Wellbeing resources for healthcare organizations and their people. Savology adds personal financial wellbeing alongside VITAL WorkLife’s support.
Visit VITAL WorkLife →
Mental health and human connection resources for families and schools. Savology adds the financial layer of family wellbeing to the Cook Center’s programs.
Visit Cook Center for Human Connection →Community brands built on Savology
Some partnerships go further: a whole community experience, under the community's own name, built on the Savology report card.
Direct Wealth Care
Conflict-free financial clarity for physicians and healthcare professionals, powered by Savology.
Healthcare staffStaffGuidance.Health
The Cook Center's healthcare initiative: expert mentorship for healthcare staff, with Savology adding the financial wellbeing layer.
School staffStaff Guidance
Financial wellness for the people who run our schools, alongside the Staff Guidance support hub.
Parents & familiesParent Guidance
The financial side of family wellbeing, alongside Parent Guidance's support for parents.
Community impact
BOUND — eviction prevention
Savology donated platform licenses to BOUND, a nonprofit that works with landlords and tenants to keep families housed. Tenants BOUND serves get a free financial report card and plan — the layer after the emergency.
Read the announcement →Introductions on purpose, or not at all
Nobody in a partner community is ever resold wholesale or worked as a list. When introductions are part of a community's model — agreed with the partner up front — each one takes the individual's consent, a real need shown by their own report card, and a qualified, well-vetted advisor.
How the separation works →Memberships and community
The organizations whose missions we show up for as members, not vendors.
Savology is a member of the Coalition for Physician & APP Well-Being, the community of health systems and clinicians working to restore joy in medicine. We participate in the Coalition's conferences — including presenting on the financial dimension of clinician well-being — and its mission is the reason our healthcare work exists.
Visit the Coalition →We join the communities we serve
Financial wellbeing for clinicians, school staff, and families can't be built from outside. Membership means showing up to the conferences, learning the language, and earning the right to add our layer — before asking anything of anyone.
How a partnership works
Your brand The community keeps its identity
Co-branded report card, dedicated landing page, or a fully branded front door — your people experience your organization, with Savology underneath.
Their outcome Every member gets graded, free
A financial report card in about three minutes, a personalized plan, and 19 planning modules with 18 literacy courses across 60 lessons behind it.
Your visibility Aggregate progress, zero data handling
You see participation and aggregate outcomes — never anyone's personal finances, and there is no member data for your organization to hold.
What your community sees.
Here's how a wellbeing partner's version looks — the Well-Being Index masthead over the same three-minute survey. Your community's version carries your name the same way.
Members tap through in about three minutes
Your masthead over Savology's engine — tap-only answers, no documents, nothing for your organization to administer.
Every member gets graded, privately
A full report card, A to F — seen only by the member. Your organization sees aggregate participation.
The financial layer is live
Each member leaves with a personalized plan, and your community has the dimension of wellbeing nobody else was covering.
Source: Savology platform data, August 2026.
Common questions
What does a Savology partnership look like?
Your organization keeps its own brand and its own relationship with the people you serve. Savology adds the personal financial wellbeing layer underneath: every member of your community gets a free financial report card in about three minutes, plus a personalized plan, action items, education, and tools. Communities can run on a co-branded experience, a dedicated landing page, or a community brand of their own.
Do our members’ finances ever come back to our organization?
No. Organizations see aggregate participation only. Each report card and plan belongs to the individual, and there are no data feeds or integrations for you to manage.
Are the people we bring to Savology ever sold or marketed to?
Never wholesale, and never as a list. Savology does make advisor introductions — and not only because it keeps the platform free. Some grades take a professional to raise, and matching is how a member with a real need actually accomplishes what their plan set out: each introduction happens with the individual’s own consent, when their report card shows a real need and a good fit, and only to qualified, well-vetted advisors. Whether introductions are part of your community’s model at all is agreed with your organization up front, and clients of advisory firms and employees arriving through employers are always excluded — that boundary is documented on our data separation page.
What kinds of organizations partner with Savology?
Organizations already caring for the wellbeing of a community: healthcare organizations, employers and plan sponsors, schools and school districts, family and parent programs, nonprofits, and content creators whose audiences trust them on money. If your organization serves people whose financial lives matter to your mission, the model fits.