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Savvy Trader

Savvy Trader

Private
Scottsdale, ArizonaFinTechhttps://savvytrader.com/

Momentum

Top 50%

of companies Caplight tracks

Company Overview

Savvy Trader is a fintech company that provides a social investing platform for users to discover, create, share, and track virtual paper portfolios.

Sector

FinTech

Verticals

Investment Platforms, Personal Finance, Wealth Management, Creator Economy

Business Model

B2C

Customer Profile

Marketplace Commission, Freemium

AI Layer

Application

Keywords

social investingcopy tradingvirtual portfoliopaper tradingportfolio trackingretail investingcreator economyinvestment insightsfintech platformtrading strategiesinvestment communityfinfluencerAI finance assistantsubscription marketplacereal-time notifications

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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Track how buyer interest and sentiment changes over time.

Savvy Trader Comparables

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

Savvy Trader comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Involio Inc.
87%
NVSTly
84%
Xtrades
81%

Savvy Trader Funding Rounds

Historical fundraising activity

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Access detailed round history, amounts raised, valuations, and investors.

Key People

Founding team and executive leadership

Dan Suceava

Co-Founder & CTO

Founding Team

Hamid Shojaee

Founder and CEO

Founding Team

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jun 23, 2026

    Monthly visitors increased 39% MoM, reaching 608K.

  • May 16, 2026

    Monthly visitors increased 31% MoM to 438.3K.

Savvy Trader Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
Mock Valuation
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Mock Valuation

Savvy Trader Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersScottsdale, Arizona
Employee Range5
Year Founded2022
Last Funding

Institutional Data Access

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

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