About SavvyFi
SavvyFi is a Technology company based in Franklin (United States) founded in 2017 by Jeffrey Hull. Goal-based savings plans for childrens college education are provided. SavvyFi has raised $5.72 million across 4 funding rounds from investors including Aligned Partners Venture Services. SavvyFi offers products and services including Student Loan Retirement Match, Student Loan Repayment, 529 Education Savings Plan, and Tuition Reimbursement. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Savings Platforms. Its legal entity is Savvy Financial, Inc. Its competitors include Backer, EduFi and Quatromoney; 1 of its 3 listed competitors has raised funding.
Company details
SavvyFi was founded in 2017 and is based in Franklin, United States, operating in the fintech sector focused on education savings. Goal-based plans for childrens college funds are offered to individuals and employees. Tools for setting aside savings, managing college debts, and making future investments are included. Electronic documentation is utilized, employer benefits are administered, and user transfers along with contributions are tracked.
- Headquarters Franklin, United States
- Founders Jeffrey Hull
- SectorsTechnology
- Email••••••••
- Website savvyfi.co
- Social LinkedIn
- Legal Name Savvy Financial, Inc.
- Total Equity Funding$5.72M (USD)
in 4 rounds
- Latest Funding Round$35K (USD), Series A
Feb 2024
- Investors
Products & Services of SavvyFi
SavvyFi offers a comprehensive portfolio of products and services, including Student Loan Retirement Match, Student Loan Repayment, 529 Education Savings Plan, and Tuition Reimbursement.
Program matching retirement contributions with student loan payments.
Assists employees in repaying existing student loans.
Platform for saving or crowdfunding education expenses.
Reimburses employees for continuing education costs.
Funding Insights of SavvyFi
SavvyFi has successfully raised a total of $5.72M across 4 strategic funding rounds. The most recent funding activity was a Series A round of $35 thousand completed in February 2024. 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 $5.72M
- Total Rounds 4
- Last Round Series A — $35,000
- First Round $755,000
(Aug 2020)
- Investors Count 1
All 4 funding rounds of SavvyFi 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 |
|---|---|---|---|---|---|
| Feb 2024 | $35,000 | Series A | – | – | – |
| Sep 2022 | $4.9M | Series A | – | Aligned Partners Venture Services | – |
| Jun 2022 | $30,000 | Series A | – | – | – |
| Aug 2020 | $755,000 | Seed | – | – | – |
1 investors in total: 1 institutional.
Investors in SavvyFi
SavvyFi has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Aligned Partners Venture Services.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Early-stage US tech investments are made by Aligned Partners. | alignedvc.com | Menlo Park, United States |
Investor details for SavvyFi
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
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People of SavvyFi
2 people are tracked at SavvyFi (2 in leadership).
| Name | Role | Group |
|---|---|---|
Jeffrey Hull | Co-Founder | Leadership |
Stephen Cretin Jr | President & Co-founder | Leadership |
Complete people profiles for SavvyFi
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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Verified entity values are shown only after access is granted.
Timeline of SavvyFi
3 dated milestones of SavvyFi across 7 years, from founding to its latest funding, stage changes and deals.
- Founded SavvyFi is founded.
- Funding First funding round of $755K.
- Funding Latest funding round, Series A, of $35K.
Competitors of SavvyFi
SavvyFi has 3 listed competitors in our database, 1 of them funded. They include Backer, EduFi and Quatromoney.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| backer.com | 2015 | San Francisco, United States | $18.03M | 11 | College savings plans are managed via an online platform. | |
| edufi.co | 2020 | San Francisco, United States | Provides an educational savings and expense management platform for individuals. | |||
| quatromoney.com | 2019 | Springfield, United States | A savings platform is offered for children's education funding. |
Detailed competitors of SavvyFi
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
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Web traffic of SavvyFi
Websites that share an audience with SavvyFi (savvyfi.co).
Websites whose visitors overlap most with SavvyFi. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| financialfinesse.com | 100% | 8.2K | #2,936,279 | View details | |
garfunkelwild.com | garfunkelwild.com | 90% | #3,335,152 | – |
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as SavvyFi (Investment & Financial Technology) in United States, 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 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Savvyfi
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Frequently Asked Questions about SavvyFi
SavvyFi was founded in 2017 and raised its 1st funding round 3 years after it was founded.
SavvyFi is headquartered in Franklin, United States.
SavvyFi is a funded company, having raised a total of $5.72M across 4 funding rounds to date. The company's 1st funding round was a Seed of $755K, raised on Aug 2020.
SavvyFi was founded in 2017 and is based in Franklin, United States, operating in the fintech sector focused on education savings. Goal-based plans for childrens college funds are offered to individuals and employees. Tools for setting aside savings, managing college debts, and making future investments are included. Electronic documentation is utilized, employer benefits are administered, and user transfers along with contributions are tracked.
SavvyFi's top competitors include Backer, Quatromoney and EduFi.
SavvyFi offers Student Loan Retirement Match, Student Loan Repayment, 529 Education Savings Plan, and Tuition Reimbursement.
SavvyFi has 1 investor. Key investors include Aligned Partners Venture Services.
SavvyFi operates through Savvy Financial, Inc..