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Savology

Savology

Private
Lehi, UtahFinTechhttps://savology.com/

Last Round

Seed

Apr 2, 2020

Total Funding Raised

$750,000

Company Overview

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

Keywords

financial wellness platformfinancial planning platformemployee financial wellnessadvisor techemployee benefits platformfinancial coachingB2B SaaSfinancial planning softwareHR techB2B2Cdigital financial plansfinancial literacy

Historical Pricing

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Caplight Momentum Score

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Savology Comparables

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Savology comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Ovation Ventures
86%
Aura Finance
85%
BrightDime
84%

Savology Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
SeedApr 2, 2020

Key People

Founding team and executive leadership

Certified Financial Planner® Brian Case

CEO, Advisor Investor

Executive Team

Market signals

Structured signals derived from secondary market and firmographic data.

  • Apr 2, 2020

    $750K round led by Brady Murray

Savology Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Savology Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersLehi, Utah
Employee Range12
Year Founded2019
Last FundingApr 2, 2020

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