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Partner with Savology

Are you looking to improve the financial wellness of your employees, members, clients, or students? Savology partners with universities, financial institutions, financial advisors, employers, and more to make financial planning accessible.

Savology partners - partner with Savology today

Savology is on a mission to help millions of households gain access to affordable and effective financial planning. By partnering with us, you can help thousands of households reach their financial goals.

Savology partners with many types of organizations

Savology for Financial Institutions

We partner with financial institutions to provide their clients with more value by offering holistic planning and more products

Savology for Employers

We partner with corporations and organizations to provide free 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 conversion tools.

Savology for Higher Education

We partner with colleges and universities to provide access to financial planning for students, staff, and alumni for free.

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, fill out the form here and someone from our team will be in touch.