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Become a Savvly founding investor

Free 2 year test drive. No early withdrawal fees within the first two years of investing — for all future contributions, for life. Think of this as a free test drive for two years.

To qualify, you must be an accredited investor. This means at least one of these must apply to you:

  • You earn $200k/year or more
  • You and your spouse earn $300k/year or more
  • You have a net worth of $1M or more
  • You are an investment professional

Still deciding?

Check out our FAQs to get answers to your questions like “What happens if something happens to Savvly?” Spoiler alert: your shares including any market gains and your Savvly bonus will be transferred back to you.

Let’s reinvent retirement, together.


David Blanchett, PhD, CFA, CFP®

Managing Director and Head of Retirement Research, PGIM DC Solutions |

I think it really is an innovative and fun advancement.

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Scott Smith

Director of Advice Relationships at Cerulli Associates | RIA Biz

This can really make a difference for accredited investors who live well into their 80s or 90s.