About SavvyFi
SavvyFi is a company based in Franklin (United States) founded in 2017 by Jeffrey Hull.. 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. SavvyFi operates in a competitive market with competitors including Backer, EduFund, EduFi, Quatromoney and Hadley, among others.
- Headquarter Franklin, United States
- Founders Jeffrey Hull
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Sectors
Technology
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Email
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Phone
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Website
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Social
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- Legal Name Savvy Financial, Inc.
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$5.72 M (USD)
in 4 rounds
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Latest Funding Round
$35 K (USD), Series A
Feb 08, 2024
- Investors
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Employee Count
Employee Count
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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
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.
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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 Total Funding
- Total Rounds 4
- Last Round Series A — $35,000
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First Round
First Round
(28 Aug 2020)
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Feb, 2024 | Amount | Series A - SavvyFi | Valuation |
investors |
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| Sep, 2022 | Amount | Series A - SavvyFi | Valuation | Aligned Partners Venture Services |
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| Jun, 2022 | Amount | Series A - SavvyFi | Valuation |
investors |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in SavvyFi
SavvyFi has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Aligned Partners Venture Services. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Early-stage US tech investments are made by Aligned Partners.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by SavvyFi
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - SavvyFi
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Savvyfi Comparisons
Competitors of SavvyFi
SavvyFi 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 Backer, EduFund, EduFi, Quatromoney and Hadley, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
College savings plans are managed via an online platform.
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| domain | founded_year | HQ Location |
Platform offering education planning, investment options, loans, and immigration services
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| domain | founded_year | HQ Location |
Provides an educational savings and expense management platform for individuals.
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| domain | founded_year | HQ Location |
A savings platform is offered for children's education funding.
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| domain | founded_year | HQ Location |
Goal-based educational savings are enabled for individuals via mobile platforms.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Savvyfi
Frequently Asked Questions about SavvyFi
When was SavvyFi founded?
SavvyFi was founded in 2017 and raised its 1st funding round 3 years after it was founded.
Where is SavvyFi located?
SavvyFi is headquartered in Franklin, United States.
Is SavvyFi a funded company?
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 Series A of $30K, raised on Aug 28, 2020.
What does SavvyFi do?
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.
Who are the top competitors of SavvyFi?
SavvyFi's top competitors include Backer, EduFund and Quatromoney.
What products or services does SavvyFi offer?
SavvyFi offers Student Loan Retirement Match, Student Loan Repayment, 529 Education Savings Plan, and Tuition Reimbursement.
Who are SavvyFi's investors?
SavvyFi has 1 investor. Key investors include Aligned Partners Venture Services.
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