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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 Comps

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

SavvyMoney comps — public and private peers by sector, stage, and business model
CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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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.

  • Sep 24, 2025

    Selected for the Credit Union Times 2025 Luminaries Awards.

SavvyMoney Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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SavvyMoney Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersDublin, California
Employee Range181
Year Founded2009
Last FundingOct 27, 2025

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