The startup operates a financial services platform that provides retirement planning, personal pension programs, and hedge fund investment options to enhance financial security for individuals. By offering tailored investment funds and security programs, the company enables users to achieve higher returns and ensure a stable retirement income.
Funding
$3.4M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Many individuals face challenges in securing adequate retirement savings due to factors like inadequate savings, rising healthcare costs, longevity risk, and insufficient Social Security benefits. Traditional retirement planning options may not provide the necessary returns or flexibility to meet individual needs and ensure lifelong financial security.
Solution
Savvly offers a market-driven retirement solution designed to provide lifelong financial security and peace of mind. The platform allows users to plan their investments, create retirement accounts, and receive monthly pension paychecks that include investment returns and a variable bonus. Savvly aims to help users increase their monthly income, save less while achieving more, retire early, and extend their retirement savings to last throughout their lives.
Target Audience
Savvly targets individuals seeking to enhance their retirement savings and secure a reliable, lifelong income stream, particularly those concerned about inadequate savings, rising healthcare costs, and longevity risk.
Features
- Savvly Planning Tool to tailor investment strategies based on individual retirement goals
- Access to the Savvly Fund, managed by top-tier firms like Vanguard
- Monthly pension paychecks comprising investment returns and a variable bonus
- Portable accounts accessible from a phone
- Investment strategies designed to maximize returns and ensure savings longevity