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SavvyMoney

SavvyMoney

Private
Dublin, CaliforniaFinTechhttps://www.savvymoney.com/

Last Round

Private Equity

Oct 27, 2025

Total Funding Raised

$272M

Momentum

Top 50%

of companies Caplight tracks

Company Overview

SavvyMoney is a fintech company that provides an integrated credit score, reporting, and financial wellness platform for financial institutions to offer to their customers.

Sector

FinTech

Verticals

Digital Banking, Personal Finance, Lending & Credit, Credit Scoring

Business Model

B2B2C

Customer Profile

Subscription SaaS, Data as a Service

AI Layer

Application

Keywords

financial wellness platformloan offer automationcredit score monitoringembedded financedigital banking toolslead generationAPI integrationB2B2C fintechpersonalized marketingloan growthfintech SaaSbanking engagementcredit pre-qualificationneobank toolsbanking-as-a-service

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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SavvyMoney Comparables

Compare SavvyMoney with similar companies based on industry and business-model similarity.

SavvyMoney comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Array
81%
ConsumerDirect
81%
Credit Sesame
81%

SavvyMoney Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Private EquityOct 27, 2025
Growth EquityJan 25, 2022
Series DSep 23, 2016
Series A ExtensionSep 9, 2010
Series AApr 14, 2010

Key People

Founding team and executive leadership

JB Orecchia

President and CEO

Executive Team

Corey Scobie

Chief Technology Officer

Executive Team

David Dowhan

Chief Product Officer

Executive Team

SavvyMoney Investors

Notable investors and investment history

SavvyMoney investors
InvestorRounds
TransUnionGrowth Equity, Private Equity, Series D
Spectrum EquityPrivate Equity, Growth Equity
Providence Strategic GrowthPrivate Equity
Tugboat GroupSeries D
Core Innovation CapitalSeries A Extension
Canapi VenturesPrivate Equity
Tugboat VenturesSeries A Extension, Series D, Series A

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jan 15, 2026

    Integrates identity restoration services into Credit Score experience.

  • Oct 27, 2025

    $225M round led by Providence Strategic Growth and Canapi Ventures

Recent news

Latest coverage and updates

  • recognized_asAug 11, 2026

    SavvyMoney, Inc. recognized as 2026 Inc. 5000 on Aug 11th '26.

  • recognized_asAug 11, 2026

    SavvyMoney, Inc. recognized as No. 80 in the San Francisco Bay Area, No. 175 in financial services and No. 310 in California on Aug 11th '26.

  • recognized_asAug 11, 2026

    SavvyMoney, Inc. recognized as No. 2227 on the 2026 Inc. 5000 list on Aug 11th '26.

SavvyMoney Filings

Explore SEC and related filing metadata, where available.

SavvyMoney filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

Common questions about SavvyMoney's valuation, stock price, and market status.

Is Savvymoneycom a public or private company?

Savvymoneycom is a private company.

What is the current stock price of Savvymoneycom?

Savvymoneycom is a private company with no public stock price. No recent secondary market data is available.

How much is Savvymoneycom worth (valuation)?

Valuation information for Savvymoneycom is not publicly available.

Can I buy Savvymoneycom stock?

Savvymoneycom 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 Savvymoneycom's last funding round?

Savvymoneycom's most recent funding round was Growth Equity on October 27, 2025.

Who are the main investors in Savvymoneycom?

Key investors in Savvymoneycom include TransUnion, Spectrum Equity, Providence Strategic Growth, Canapi Ventures, Tugboat Ventures.

Will Savvymoneycom IPO soon?

No public IPO plans have been announced for Savvymoneycom.

How can I track Savvymoneycom secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Savvymoneycom's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersDublin, California
Employee Range141
Year Founded2009
Last FundingOct 27, 2025

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