private wealth management
for the people
Saveday curates tailored financial solutions so your team can focus on giving their all.
customized financial strategy
Like a private wealth advisor, Saveday learns your goals and values and curates solutions that align with them for your life and business.
Preventative, Not Reactive financial wellness
Protect your business and your team from life’s lemons with tools like life insurance and Trust & Will.
Pre-Tax Investment Accounts and Loan Options
Saveday offers pre-tax investment accounts like IRAs and 401(k)s with:
Fiduciary responsibility off your shoulders.
Whiteglove reporting. We do all the Department of Labor reporting for you.
Creative Rewarding for Top Performers
Reward your top performers in ways that make a difference, like matching on student loan repayment.
No searching for tools
Saveday takes the manual work out of finding the tools to execute on your plan. Pay less to do it all in one platform, and spend more time on what matters.
Integrates with Your stack
Saveday integrates with most payroll providers and the top software solutions in bookkeeping.