Savvi Financial Revenue, Growth & Competitor Profile

DBA SAVVI FINANCIAL LLC

Company Profile & Annual Report for Savvi Financial

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Savvi Financial Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	465 Waverley Oaks Rd Ste 315 Waltham, MA 02452

Note: Revenues for privately held companies are statistical evaluations.


Savvi Financial's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Savvi Financial's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Savvi Financial is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Savvi Financial Annual Revenue and Growth Rate

Savvi Financial	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Savvi Financial's revenues are gauged from an analysis of company filings.

Savvi Financial's Income Statement (based on Industry Averages)

Savvi Financial P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Savvi Financial is developing and marketing. Savvi Financial doesn't have any recent trademark applications, indicating Savvi Financial is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
RETIRESAVVI Financial advice; Financial advice and consultancy services; Financial management via the Internet; Financial planning and investment advisory services; Financial planning for retirement; Investment advice; Providing a web site featuring personal financial information and financial advice	08/19/2014
THINKSAVVI Consulting and information concerning insurance; Financial advice; Financial advice and consultancy services; Financial management via the Internet; Financial planning and investment advisory services; Financial planning for retirement; Insurance information and consultancy; Investment advice; Providing a web site featuring personal financial information and financial advice	08/05/2014

See all trademarks and details in the Full Report.

Market Share of Savvi Financial's Largest Competitors

A competitive analysis shows these companies are in the same general field as Savvi Financial, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Savvi Financial. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
COMMONWEALTH FINANCIAL NETWORK	Waltham, MA	100
ADVISER INVESTMENTS	Newton, MA	8
ADVISER INVESTMENT MANAGEMENT	Newton, MA	6
GW & WADE	Wellesley, MA	6
GROVESTREET	Newton, MA	3
WEBSTER EQUITY PARTNERS	Waltham, MA	3

Other Companies at 465 Waverley Oaks Rd, Waltham MA

Company	Headquarters	Revenue ($ MM)
EASTERN BEARINGS	Waltham, MA	100
C & K COMPONENTS	Waltham, MA	14
PRO-TECK SERVICES	Waltham, MA	12
BEACON INTERACTIVE SYSTEMS	Waltham, MA	8
BUSINESS FORECAST SYSTEMS	Waltham, MA	3

Future Competition: Savvi Financial's Fastest Growing Competitors

These companies are in the same general field as Savvi Financial and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)