--- title: Savology Reviews meta\_title: 'Savology Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 12 reviews by the users' company size, role or industry to find out how Savology works for a business like yours. aggregate\_rating: rating\_value: 4.8 review\_count: 12 scale: '5' date\_modified: '2026-07-12' parent\_category: name: HR url: https://www.g2.com/categories/hr --- # Savology Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by Savology but has limited features. Are you part of the Savology team? [Upgrade your plan](https://my.g2.com/savology-savology/upgrade?utm_campaign=s3&utm_medium=claim-popup&utm_source=g2) to enhance your branding and engage with visitors to your profile! Savology's modern financial wellness benefit actually makes a difference in employees’ lives through personalized financial planning, coaching, and education. By partnering with Savology, employers are able to affordably provide employees with a comprehensive financial plan, financial wellness scores and report card, personalized recommendations that provide actionable next steps, 1-on-1 access to our financial coaches, financial education, and much more. * * * Seller [Savology](https://www.g2.com/sellers/savology) Discussions [Savology Community](https://www.g2.com/products/savology-savology/discuss) Languages Supported English Overview by Spencer Barclay Show More ## Top-Rated Alternatives [ ![Betterment at Work](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Betterment at Work") Betterment at Work 4.3/5(709) ](https://www.g2.com/products/betterment-at-work/reviews) [ ![SmartDollar](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "SmartDollar") SmartDollar 4.8/5(599) ](https://www.g2.com/products/smartdollar/reviews) [ ![ZayZoon](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "ZayZoon") ZayZoon 4.6/5(220) ](https://www.g2.com/products/zayzoon/reviews) [ View All Alternatives ](https://www.g2.com/products/savology-savology/competitors/alternatives) ## User Insights Average based on 12 real user reviews. [Log in to unlock pricing and user insights](/login) ![Gilbert W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Gilbert W.") GW Gilbert W. consulting Mid-Market (51-1000 emp.) 2/1/2023 "a better financial plan for me" 4.5/5 What do you like best about Savology? I have managed to have a more stable and orderly financial planning to make achievements of more adequate savings with the best plans and decisions they have achieved Review collected by and hosted on G2.com. What do you dislike about Savology? I do not dislike all its process has been correct Review collected by and hosted on G2.com. What problems is Savology solving and how is that benefiting you? It is possible to have clearer and more fixed goals of money to also have a quieter and more orderly stability of the entire financial part Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Joseph D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Joseph D.") JD Joseph D. Executive Assistant Small-Business (50 or fewer emp.) 2/18/2021 "I can see clearly now and the rain is gone!" 5/5 What do you like best about Savology? Your whole life you hear that you need to make a budget and if you don't you will regret it. However, if you ever have sat down to make one you know one of the biggest struggles is knowing how much you should be budgeting in each category. Is it crazy to be budgeting $300 a month for a single person for groceries? Who knows!? I love that Savology is the first budgeting service I have ever used that made a customized plan suggesting how much I should be budgeting in all categories based on my specific financial situation. Review collected by and hosted on G2.com. What do you dislike about Savology? The next addition I would LOVE to see in Savology is a way to track my expenditures. It is a wonderful service as is, and the ability to add my cards and bank accounts so that it will tell me how to spend and keep track of that spending would make it the ultimate all in one package. Review collected by and hosted on G2.com. What problems is Savology solving and how is that benefiting you? Knowing how I should be divvying up my budget. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![A.J. R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "A.J. R.") AR A.J. R. CMO Small-Business (50 or fewer emp.) 2/17/2021 Business partner of the seller or seller's competitor, not included in G2 scores. "The next big thing in financial planning - I love it!" 5/5 What do you like best about Savology? The fact that I can get a financial plan in 5 minutes or less is incredible. They send out reminders to work on bit size tasks so I can get my financial affairs in order. With financial literacy at an all time low in the U.S. this is a must for everyone. Review collected by and hosted on G2.com. What do you dislike about Savology? I'm excited for the app that will soon be released Review collected by and hosted on G2.com. Recommendations to others considering Savology: Savology is a great tool to use for those who are seeking more information about ways they can improve their finances. I love it because it helps the user jump into the financial world of planning with overwhelming. I share it with those that need help with their finances or simply want more education. The interface is simple and easy to use and the grade/followup received is invaluable. Review collected by and hosted on G2.com. What problems is Savology solving and how is that benefiting you? I'm solving the problem of truly assessing my financial health all on one dashboard...without needing an expensive financial planner. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Sydni R. D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sydni R. D.") SD Sydni R. D. New Business Development Specialist, Analyst Small-Business (50 or fewer emp.) 3/9/2021 "Personal finances made easy!" 5/5 What do you like best about Savology? I love that Savology can diagnose my financial needs in 5 minutes. They provide a path to success with baby steps to help me hit important milestones that weren't even on my radar previously. I also love that it grades my current statuses to help me conceptualize how far I have come in my personal financial management. Review collected by and hosted on G2.com. What do you dislike about Savology? So far, so good! At first, it felt like another financial app, but the more I use it, the more value I see! You get out of it what you put into it! Review collected by and hosted on G2.com. Recommendations to others considering Savology: Take advantage of this great tool! It has a lot of features that could easily be overlooked (and often when financial planning). This gives you the ability to see everything in one place and break down tasks into bite-sized chunks to be able to move forward with confidence. Not sure where to start with personal finances? The Savology diagnostic is super fast and easy, and significantly more robust than I expected. Review collected by and hosted on G2.com. What problems is Savology solving and how is that benefiting you? I am now using investment vehicles that I previously was too nervous to touch! For example, Savology is helping me optimize the use of my HSA funds and better expand my investment portfolio. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Mid-Market (51-1000 emp.) 2/18/2021 "Fast, Easy, Secure, Useful" 5/5 What do you like best about Savology? They don't even take personal information! That is how I know its secure. They can't sell my personal data, because they don't have it! They don't even know my last name, let alone my account numbers, address, identify ing info etc. The survey only takes about 10 minutes but gives me a comprehensive view of my financial position. Their occasional emails (quarterlyish) remind me to update my info so I can track my improvements. Their content helps me understand why their recommendations are important for me to improve my finances. So much more valuable than a paid financial advisor without the headache! Review collected by and hosted on G2.com. What do you dislike about Savology? I don't dislike much. They have a one size fits most solution, so if you are stupid rich and have super complex holdings, it may not work for you. But I have a regular job, and make regular money, and need help tracking how I'm using it and where my money is ending up, and how to protect myself. It's perfect for that. Review collected by and hosted on G2.com. Recommendations to others considering Savology: You will be able to tell within 10 minutes if it is useful for you. If it isn't, you haven't given them any personal information, so there is no risk! Review collected by and hosted on G2.com. What problems is Savology solving and how is that benefiting you? Peace of mind. I know how much I need to save, how much I am saving, how quickly I am saving toward my goal, and getting pointers on where to look to save money and how to make adjustments to achieve my goals. It helps me see what insurance I should consider, and is even educating me on wills and trusts, which I didn't really know to look at before. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Christy H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Christy H.") CH Christy H. Sales & Growth Director | Boxstorm Small-Business (50 or fewer emp.) 2/17/2021 "A definite YES." 5/5 What do you like best about Savology? Where do I start?! Savology has given me the tools and transparency I needed in order to be more fiscally responsible in my own life. not only have I been able to save money, but I've learned so much about different aspects in the financial world that I was unfamiliar with which in essence changed so much about my thoughts & behaviors regarding money. Review collected by and hosted on G2.com. What do you dislike about Savology? Nothing yet! If that changes, I will come back to this review and make a change. Review collected by and hosted on G2.com. What problems is Savology solving and how is that benefiting you? Honestly the overall wellness score and report card helped me shift behavior. It's not that I didn't have money, it's that I wasn't always putting it in the most beneficial places. Having a simple score helped me become a little obsessed with areas that I could improve. I'd say the biggest impact for me was solving behavior & habit. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Jason C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jason C.") JC Jason C. Chief Operating Officer Small-Business (50 or fewer emp.) 2/17/2021 "Savology is the tool to get your financial life in order." 4.5/5 What do you like best about Savology? I like the score that Savology creates so it's easy to get a snapshot of where you are currently at. Then they give you a roadmap of bite size things you can do to improve that score. Review collected by and hosted on G2.com. What do you dislike about Savology? Not a lot of downsides to Savology. They do have affiliate marketing so they will suggest services to use, I'm more of a - If I want it, I'll go find it person. Review collected by and hosted on G2.com. What problems is Savology solving and how is that benefiting you? It helps me to understand my overall financial health. I don't want to go to a high prices financial planner at this point so Savology fills that gap for me. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Dru H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Dru H.") DH Dru H. EVP Sales & Marketing Small-Business (50 or fewer emp.) 2/18/2021 "A simple yet powerful tool!" 5/5 What do you like best about Savology? Ease of use, insightful information, helps me get on target with my financial goals. Review collected by and hosted on G2.com. What do you dislike about Savology? I haven't found anything I dislike about Savology. Review collected by and hosted on G2.com. What problems is Savology solving and how is that benefiting you? It helped me quickly analyze my personal financial health and pointed out areas I should work to improve in. The app also made suggestions on how to achieve these needed changes. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Tyler S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tyler S.") TS Tyler S. Software Engineer Small-Business (50 or fewer emp.) 6/9/2021 Business partner of the seller or seller's competitor, not included in G2 scores. "Fills a huge need" 5/5 What do you like best about Savology? I love savology. Makes finances make sense and actionable. Review collected by and hosted on G2.com. What do you dislike about Savology? I wish they had a few more years under their belt. Review collected by and hosted on G2.com. Recommendations to others considering Savology: Look back frequently. Review collected by and hosted on G2.com. What problems is Savology solving and how is that benefiting you? It has helped be more financially aware and responsible Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Tay K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tay K.") TK Tay K. President Small-Business (50 or fewer emp.) 2/24/2021 "Less Bias" 4.5/5 What do you like best about Savology? There isn't a bias pitch. I got a "B" rating :) Review collected by and hosted on G2.com. What do you dislike about Savology? I can't really think of anything. It is easy and I can use it on my computer, rather than just an App. Review collected by and hosted on G2.com. What problems is Savology solving and how is that benefiting you? Understanding what I need to do for retirement savings. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ## Questions about Savology? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Savology ](https://www.g2.com/products/savology-savology/discussions/new) GU Guest User What is Savology used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-savology-used-for) [ View all Discussions ](https://www.g2.com/products/savology-savology/discuss) ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. 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