Savvy Financial

Private

Franklin, TennesseeFinTechhttps://savvyfi.co/

Last 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

student loan repayment529 plan contributionsemployee benefits platformstudent loan retirement matchfinancial wellnessSECURE 2.0 benefitsbenefits administrationHR techtuition reimbursementB2B SaaSPSLF supportPublic Service Loan Forgivenessstudent loan coachingregistered investment adviser

Historical Pricing

Historical view of private secondary pricing and transaction trends.

Unlock Pricing Charts

Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

View Momentum History

Track how buyer interest and sentiment changes over time.

Savvy Financial Comps

Public and private peers based on sector, stage, and business model.

Savvy Financial comps — public and private peers by sector, stage, and business model
Company	Status	Est. Valuation	Rev Multiple
OpenAI	Private	$86.0B	~40x
Cohere	Private	$5.0B	--
Competitor 1	Public	$XX.XB	XXx
Competitor 2	Public	$XX.XB	XXx

View Full Comps Set

Access detailed peer comparisons, multiples, and valuation benchmarks.

Savvy Financial Funding Rounds

Historical fundraising activity

Data table
Round	Date	Amount Raised	Valuation	Investors	Sources
VC Round	Feb 15, 2024
Series A	Sep 13, 2022
Convertible Debt	Jul 15, 2020

View all Funding Rounds

Key People

Founding team and executive leadership

Jeffrey Hull

Founder & CEO

Founding Team

Savvy Financial Investors

Notable investors and investment history

Savvy Financial investors
Investor	Rounds
Aligned Partners	Series A
Sparq Capital	Series A
Sand Hill Angels	Series A

View all Investors

Savvy Financial Filings

SEC and related filings with document metadata.

Data table
Typed	Date	Amount Offered	Amount Sold	Filling	Pages	Download
Mock Valuation	Sign Up to view	Mock Valuation	Sign Up to view	Mock Valuation	Sign Up to view	Mock Valuation
Mock Valuation	Sign Up to view	Mock Valuation	Sign Up to view	Mock Valuation	Sign Up to view	Mock Valuation
Mock Valuation	Sign Up to view	Mock Valuation	Sign Up to view	Mock Valuation	Sign Up to view	Mock Valuation
Mock Valuation	Sign Up to view	Mock Valuation	Sign Up to view	Mock Valuation	Sign Up to view	Mock Valuation

Savvy Financial Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersFranklin, Tennessee

Employee Range11

Year Founded2017

Last FundingFeb 15, 2024

Institutional Data Access

Join leading institutional investors using Caplight to access private market data, discover pricing, and execute secondary block trades.

Requires verified institutional or accredited status.