Providers you can trust.
We’re proud to partner with and recommend the most reputable providers to help households bring their plan to life. By partnering with reputable providers, we’re able to help you make important financial decisions with confidence.
Savology helps households save significant time and money providing access to industry leading providers
Our selection process
We only recommend the best providers to make it easier for you to reach your goals. Providers are selected and rated based on the following:
Build your plan today to access the full list of providers
Frequently asked questions
Savology really has a free plan option. You can get a free financial plan, free report card, free action items, and more!
Savology does have to make money somehow to support the development of such a robust platform, so there are upgrade options for premium memberships.
Savology is on a mission to improve the financial well-being of millions of American households. It would be difficult to impact that many households by charging thousands of dollars per plan the way that other traditional financial planners do. Instead, Savology is providing a free financial planning option so that as many people can use it as possible. If you find value in your plan, make sure to share Savology with your friends and family or upgrade to a premium membership.
Some of the services or providers that are recommended within Savology are free to use as well, but some are not. Savology makes tailored recommendations, connecting you to the best providers to help you manage your finances and to complete your action items. You can choose to use the providers or ignore them based on the value that they provide to you. You have no obligation to use any free or paid services, but you do support future development and distribution when you do.
No. Your personalized action items are generated completely independently of any associated providers and are only in your interest to help you improve. Many action items have no associated provider recommendations at all. Provider recommendations are, however, included whenever possible with the primary purpose of helping you improve your finances more efficiently and effectively.
Compensation to Savology is not a prerequisite or qualifier for providers to be included in the platform. Providers cannot pay to be included on the platform, pay to improve their ratings, or otherwise influence recommendations. Instead, Savology works to find the best providers available and chooses to add them to the platform for the benefit of all users.
Savology partners with quality financial service providers that bring value to our users by helping them complete parts of their plan and improve their financial well-being. If you are interested in becoming one of Savology’s recommend providers, reach out to us by email at partners[at]savology[dot]com.