Savvy Financial
PrivateLast Round
VC Round
Feb 15, 2024
Total Funding Raised
$4.9M
Company Overview
Savvy Financial is a fintech company that provides an education financial benefits platform for employers, offering services for 529 plans, student loan repayment, and tuition reimbursement.
Sector
FinTech
Verticals
HR, Lending & Credit, Wealth Management, Personal Finance
Business Model
B2B
Customer Profile
Subscription SaaS, Payment Processing Fee, Marketplace Commission
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Savvy Financial Comparables
Compare Savvy Financial with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Highway Benefits | 93% | |
| Paidly | 89% | |
| Peanut Butter, Inc. | 86% |
Savvy Financial Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| VC Round | Feb 15, 2024 | ||||
| Series A | Sep 13, 2022 | ||||
| Convertible Debt | Jul 15, 2020 |
Savvy Financial Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Aligned Partners | Series A |
| Sparq Capital | Series A |
| Sand Hill Angels | Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 23, 2026
Monthly visitors grew 252% MoM, reaching 3K.
- Jan 21, 2025
Monthly visitors increased 35% MoM.
Savvy Financial 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.
Request accessFrequently Asked Questions
Common questions about Savvy Financial's valuation, stock price, and market status.
Is Savvy Financial a public or private company?
Savvy Financial is a private company.
What is the current stock price of Savvy Financial?
Savvy Financial is a private company with no public stock price. No recent secondary market data is available.
How much is Savvy Financial worth (valuation)?
Valuation information for Savvy Financial is not publicly available.
Can I buy Savvy Financial stock?
Savvy Financial shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was Savvy Financial's last funding round?
Savvy Financial's most recent funding round was VC Round on February 15, 2024.
Who are the main investors in Savvy Financial?
Key investors in Savvy Financial include Aligned Partners.
Will Savvy Financial IPO soon?
No public IPO plans have been announced for Savvy Financial.
How can I track Savvy Financial secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Savvy Financial's secondary market activity and sign up for updates.