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
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Savvy Financial's valuation, stock price, and market status.