Savology
PrivateLast Round
Seed
Apr 2, 2020
Total Funding Raised
$750,000
Momentum
Top 10%
of companies Caplight tracks
Company Overview
Savology operates in FinTech and is based in Lehi, Utah. Its latest recorded funding round was a Seed round in April 2020.
Savology is a financial software company that provides a digital platform for financial planning and wellness, offering personalized plans, report cards, and actionable recommendations to individuals, employers, and financial advisors.
Sector
FinTech
Verticals
Personal Finance, Wealth Management, HR, Vertical SaaS
Business Model
B2B
Customer Profile
Subscription SaaS, Freemium, Services & Consulting
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Savology Comparables
Compare Savology with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Ovation Ventures | 86% | |
| Addition Wealth | 85% | |
| Aura Finance | 85% |
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Savology Funding Rounds
Historical fundraising activity
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Key People
Founding team and executive leadership
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Market signals
Structured signals derived from secondary market and firmographic data.
- Aug 21, 2026
Monthly visitors grew 279% MoM, reaching 14.9K.
- Apr 2, 2020
$750K round led by Brady Murray
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Recent news
Latest coverage and updates
- launchesSep 23, 2026
Savology partners with WealthReach and Domain Money to launch a Combined Offering for Advisory Firms on Sep 23rd '26, giving advisory firms a way to convert more website visitors and existing database contacts through tailored financial services and education.
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Savology Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about Savology's valuation, stock price, and market status.
Is Savology a public or private company?
Savology is a private company.
What is the current stock price of Savology?
Savology is a private company, so its shares have no public market price. Caplight tracks Savology's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Savology worth (valuation)?
Valuation information for Savology is not publicly available.
Can I buy Savology stock?
Savology shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Savology's last funding round?
Savology's most recent funding round was Seed on April 2, 2020.
Who are the main investors in Savology?
Investor information for Savology is not publicly disclosed.
Will Savology IPO soon?
No public IPO plans have been announced for Savology.
How can I track Savology secondary market activity?
Caplight tracks bids, offers, and trades in Savology's shares on secondary markets.