Savi Finance
Savi Finance is a financial planning platform designed to help users achieve their financial goals by consolidating all their accounts and transactions in one place. It offers real-time transaction updates secured by bank-grade encryption through providers like Plaid and Finicity. The platform supports personal, brokerage, crypto, and metals accounts, allowing users to track spending, set life goals, and forecast cash flow with inflation considerations. Savi Finance differentiates itself by enabling collaboration with family and friends, providing social insights for smarter spending, and offering multiple subscription tiers including free, basic, and pro plans. It supports CSV imports from Mint, Google Sheets, and Excel, and is available on web and mobile. The company emphasizes data privacy, promising never to sell user data to third parties. Savi Finance is primarily targeted at individuals and households in the US and Canada, aiming to replace traditional budgeting tools with a more engaging and community-supported financial planning experience.
Savi Finance
Savi Finance is a financial planning platform designed to help users achieve their financial goals by consolidating all their accounts and transactions in one place. It offers real-time transaction updates secured by bank-grade encryption through providers like Plaid and Finicity. The platform supports personal, brokerage, crypto, and metals accounts, allowing users to track spending, set life goals, and forecast cash flow with inflation considerations. Savi Finance differentiates itself by enabling collaboration with family and friends, providing social insights for smarter spending, and offering multiple subscription tiers including free, basic, and pro plans. It supports CSV imports from Mint, Google Sheets, and Excel, and is available on web and mobile. The company emphasizes data privacy, promising never to sell user data to third parties. Savi Finance is primarily targeted at individuals and households in the US and Canada, aiming to replace traditional budgeting tools with a more engaging and community-supported financial planning experience.