Alex Sauer-Budge, Ph.D.

Co-Founder, Chief Technology Officer

Alex Sauer-Budge is Chief Technology Officer at SAVVI Financial, where he leads product innovation and technology architecture for the company’s data-driven financial guidance platform. He earned a Ph.D. in Computational Fluid Dynamics with a minor in Optimization Methods from MIT and brings deep expertise in quantitative finance, modeling, and applied optimization. Prior to SAVVI, Alex served as an Associate Portfolio Manager at RiverSource Investments, leading quantitative research across global equity markets. He is also a registered investment adviser representative.

LinkedIn

Articles
‍

Disruption Is Not the Enemy: How Leaders Can Build Organizations That Thrive in Permanent Change

Ethics Isn't a Constraint on AI Innovation. It's the Engine.

The Great AI Replatforming: Why Your Business Needs to Rebuild, Not Just Retrofit

1 Individuals benefiting from guidance powered by the SAVVI financial engine reported as of December 2025

2 Calculated using methodology outlined on this SAVVI calculator- https://www.savvifi.com/selectsmart-roi and selecting 10K employees, $70K salary, 40 avg age employee, 30% HDHP usage, 30% guidance utilization, cost $4 PEPY

3 Industry Average HDHP enrollment reported KFF 2024 vs Q4 2023 SAVVI guidance user for Benefitfocus/Voya 2024

4 230% is the average increase for SAVVI Guidance election vs Industry average results reported at the 2024 Workplace Benefits Conference in the “Workplace Benefits Innovation: Broker Trends and Insights for 2024” Report. 230% in average increase for accident insurance (289% increase), critical illness insurance (218% increase) and hospital indemnity (189% increase)

5 Industry average results reported at the 2024 Workplace Benefits Conference in the “Workplace Benefits Innovation: Broker Trends and Insights for 2024” Report. LIMRA/AON reporting vs. SAVVI - Benefitfocus Integrated platform enrollment for 2023 open enrollment period

6 Industry Average HSA enrollment reported HealthEquity vs Q4 2023 SAVVI guidance user for Benefitfocus/VOYA 2024

7 Results from one pilot customer (Voya Financial) with a total of 6,410 employees eligible for the tool. 944 eligible employees used the tool (myVoyage app and Personalized Enrollment Guidance) Results may vary. May not be representative of all client experiences and is not indicative of future performance or success.

8 https://www.tfgroup.com/the-impact-of-financial-wellness-in-the-workplace/

9 https://www.benefitspro.com/2024/04/04/employees-want-financial-wellness-but-what-are-they-really-asking-for/

10 https://news.northwesternmutual.com/planning-and-progress-study-2024

11 2024 Users, based on aggregated data from SAVVI Financial guidance experiences integrated within the Benefitfocus and myVoyage platforms

SAVVI Financial LLC (‘SAVVI’) is an investment advisor registered with the Securities and Exchange Commission. SEC registration does not imply a certain level of skill or training. SAVVI does not guarantee investment results and past performance is no guarantee of future results. Information in this presentation is provided for educational purposes and does not constitute investment advice, which is only provided to registered users who have a valid Investment Agreement in place with SAVVI. No information on this presentation should be construed as an offer to buy or sell any security or insurance product.