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Savvly

Savvly

Private
Boulder, ColoradoFinTechhttps://www.savvly.com/

Last Round

Accelerator

Jan 17, 2023

Est. Valuation

$330,000

Total Funding Raised

$20,000

Momentum

Top 10%

of companies Caplight tracks

Company Overview

Savvly is a financial technology company that provides a capital market solution designed to provide longevity protection.

Sector

FinTech

Verticals

Wealth Management, Investment Platforms, Personal Finance, HR

Business Model

B2B2C

Customer Profile

Services & Consulting

AI Layer

Infrastructure

Keywords

longevity riskpooled investment fundrisk poolingtontineretirement incomelongevity benefitde-accumulation productworkplace benefitclosed-end fundmodern tontineretirement techB2B2C fintechRIA toolsSEC-registered fundfintech API

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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Savvly Comparables

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

Savvly comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
TontineTrust
80%
Guardian Capital Group
74%
NISA Investment Advisors
66%

Savvly Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
AcceleratorJan 17, 2023

Key People

Founding team and executive leadership

Dario Fusato

Chief Executive Officer

Executive Team

Savvly Investors

Notable investors and investment history

Savvly investors
InvestorRounds
TechstarsAccelerator

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jul 28, 2026

    Monthly visitors increased 90% MoM.

  • Nov 11, 2025

    Grew 21% QoQ, from 14 to 17 employees.

Savvly Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Savvly Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersBoulder, Colorado
Employee Range14
Year Founded2022
Last FundingJan 17, 2023

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