# Savology

> Publicly sourced profile assembled by Optimly, in the Optimly AI Brand Index. Last refreshed 2026-10-04.

- **Business Profile:** https://optimly.ai/brand/savology
- **Dataset:** https://optimly.ai/brand/savology.json
- **Markdown:** https://optimly.ai/brand/savology/llms.txt
- **Official website:** https://savology.com
- **Slug:** savology
- **Categories:** personal-finance-apps

## Overview

- **Tagline:** Provides a free, 99% accurate financial report card and personalized plan in minutes without requiring account linking, document uploads, or a sales pitch. It grades the whole financial life and provides actionable, prioritized steps. Offers white-labeled solutions for B2B clients to provide financial wellness without handling sensitive data.
Source: Brand's website (https://savology.com) · 2026-10-04

- **Description:** Savology provides a free, personalized financial report card and plan, designed to help individuals understand their financial standing and take action to improve it, without account linking or sales pitches. It also offers white-labeled financial wellness solutions for advisors, employers, partners, and creators.
Source: Brand's website (https://savology.com) · 2026-10-04

## Offerings

- **Core capabilities:**
  - Free personalized financial report card; free personalized financial plan; educational library with planning modules and literacy courses; white-labeled financial wellness solutions for businesses (advisors
  - employers
  - partners
  - creators).
Source: Brand's website (https://savology.com) · 2026-10-04

- **Pricing:** Freemium for individuals (report card and plan are free); B2B subscription/partnership model for advisors, employers, partners, and creators.
Source: Brand's website (https://savology.com) · 2026-10-04

## Audience

- **Target industry:** Individuals and households; Financial advisors; Employers (for employee wellness benefits); Community partners (healthcare systems, schools, family programs, nonprofits); Content creators.
Source: Brand's website (https://savology.com) · 2026-10-04

Page last updated 2026-10-04.