About Savology
Savology is a company based in Lehi (United States) founded in 2017 by Spencer Barclay. Savology has raised $1.7 million across 3 funding rounds from investors including Brady Murray, Derrin Hill and Bruce Miller. Savology offers products and services including Financial Planning Platform, Financial Literacy Resources, and Personal Financial Management Tools. Savology operates in a competitive market with competitors including The Tifin Group, Ascensus, Learnvest, Farther and Pocketnest, among others.
- Total Equity Funding$1.7M (USD)
in 3 rounds
- Latest Funding Round$550K (USD), Seed
May 2022
Products & Services of Savology
Savology offers a comprehensive portfolio of products and services, including Financial Planning Platform, Financial Literacy Resources, and Personal Financial Management Tools.
Enables creation of financial plans and personalized action items.
Provides lessons and quizzes for improving financial knowledge.
Offers budgeting and credit tracking for better financial decisions.
Apps and channels of Savology
its YouTube channel Savology has 22 subscribers and 1 videos.
Videos from Savology
The most watched videos on Savology's YouTube channel, Savology (22 subscribers). Click a video to play it here.
More on Savology.
Funding Insights of Savology
Savology has successfully raised a total of $1.7M across 3 strategic funding rounds. The most recent funding activity was a Seed round of $550 thousand completed in May 2022. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $1.7M
- Total Rounds 3
- Last Round Seed — $550,000
- First Round $750,000
(Apr 2020)
- Investors Count 4
All 3 funding rounds of Savology with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| May 2022 | $550,000 | Seed | – | – | – |
| Aug 2021 | $400,000 | Seed | – | – | – |
| Apr 2020 | $750,000 | Seed | – | Brady Murray, Derrin Hill | – |
4 investors in total: 0 institutional and 4 angel.
Investors in Savology
Savology has secured backing from 4 investors, including angel investors. Prominent investors backing the company include Brady Murray, Derrin Hill and Bruce Miller.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
BM Brady Murray | - | – | unknown_daf28ab1a15848f48 | - |
DH Derrin Hill | Angel investor and entrepreneur, founder of Angellist India, focused on startups. | – | unknown_ba11593031594237a | - |
BM Bruce Miller | - | – | unknown_d9cd98ec01f94b43b | - |
BT Ben Tejes | - | – | unknown_9bff0a0037d4468f8 | - |
Investor details for Savology
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Savology
4 people are tracked at Savology (1 in leadership, 3 in team).
| Name | Role | Group |
|---|---|---|
Spencer Barclay | Founder & CEO | Leadership |
Jordan Pinedo | Advisor | Team |
Kellie Hecht | Associate Software Engineer | Team |
Cfp® Kenny Johnson Crpc® | Financial Planner | Team |
Complete people profiles for Savology
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Savology
3 dated milestones of Savology across 5 years, from founding to its latest funding, stage changes and deals.
- Founded Savology is founded.
- Funding First funding round of $750K.
- Funding Latest funding round, Seed, of $550K.
Competitors of Savology
Savology operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as The Tifin Group, Ascensus, Learnvest, Farther and Pocketnest, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| tifin.com | 2018 | New York, United States | $219.01M | – | AI-enabled financial planning and advisory solutions are provided for individuals. | |
| ascensus.com | 1980 | Dresher, United States | – | 5,112 | Retirement, health, and college savings services are administered nationwide. | |
| learnvest.com | 2009 | New York, United States | $85.75M | 148 | Personal finance management and investment advise | |
| farther.com | 2019 | New York, United States | $118M | – | App-based financial planning and management platform for individuals | |
| pocketnest.com | 2017 | Michigan, United States | $9M | – | An app-based platform is provided for individual wealth management. | |
| hicapitalize.com | 2019 | New York, United States | $33.5M | – | Financial planning and advisory platform | |
| harnesswealth.com | 2018 | New York, United States | $35.95M | – | Data-driven wealth management platform | |
| earnedwealth.com | 2021 | New York, United States | $224M | – | Financial advisory and wealth management are provided to healthcare professionals. | |
| newretirement.com | 2005 | San Francisco, United States | $20M | 16 | Operates a digital hub for comprehensive retirement planning services. | |
| finlocker.com | 2015 | St. Louis, United States | $43.48M | 23 | Online financial management platform for individuals and businesses |
Detailed competitors of Savology
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Savology
The website of Savology (savology.com) receives about 5.1K visits a month.
- Monthly visits5.1K
▼ 20% vs previous month
Websites whose visitors overlap most with Savology. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| moneypatrol.com | 100% | – | #1,757,579 | View details | |
| monarchmoney.com | 84% | 28.3K | #1,157,909 | View details | |
mustachianpost.com | mustachianpost.com | 50% | – | #190,403 | – |
| globalfintechseries.com | 50% | – | #1,205,764 | View details | |
| ynab.com | 50% | 7.4M | #6,528 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 7 similar websites and full traffic analytics for Savology
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 7 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Latest news on Savology
Complete news archive for Savology
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to Savology
10 companies that operate in the same segment as Savology (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | – | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | – | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | – |
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Frequently Asked Questions about Savology
Savology was founded in 2017 and raised its 1st funding round 3 years after it was founded.
Savology is headquartered in Lehi, United States. It is registered at Lehi, Utah, United States.
Spencer Barclay is the current CEO of Savology. They have also founded this company.
Savology is a funded company, having raised a total of $1.7M across 3 funding rounds to date. The company's 1st funding round was a Seed of $750K, raised on Apr 2020.
Savology was founded in 2017 and is based in Lehi, United States. An online platform is maintained for retirement planning and advisory services within the financial technology sector. Tools are offered to construct financial plans, monitor performance, oversee savings, address risk management, and obtain investment recommendations. Retirement funds are calculated, while financial strengths and weaknesses are forecasted for users.
Savology's top competitors include The Tifin Group, Ascensus and Farther.
Savology offers Financial Planning Platform, Financial Literacy Resources, and Personal Financial Management Tools.
Savology has 4 investors. Key investors include Brady Murray, Derrin Hill, Bruce Miller, and Ben Tejes.