SavvyFi

Franklin, United States Founded: 2017 • Age: 9 yrs
Goal-based savings plans for childrens college education are provided.
Annual revenue - Latest available
Total funding $5.7M 4 rounds
Employees - Tracked headcount
Investors 1 Known backers
Products 4 Services tracked
Competitors 8 Brand Intelligence

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
  • Sectors
    Technology
  • 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.
Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Total Equity Funding
    $5.72 M (USD)

    in 4 rounds

  • Latest Funding Round
    $35 K (USD), Series A

    Feb 08, 2024

  • Investors
  • Employee Count
    Not available
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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.

Product name locked
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Primary

Program matching retirement contributions with student loan payments.

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Assists employees in repaying existing student loans.

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Platform for saving or crowdfunding education expenses.

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Reimburses employees for continuing education costs.

People of SavvyFi

Headcount 1-10
Employee Profiles 2
Employee Profiles
People
Jeffrey Hull
Founder & CEO
People
Stephen Cretin Jr
President & Co-founder

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Teams

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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.

Investors in SavvyFi

SavvyFi has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Aligned Partners Venture Services.

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Venture Fund
Investor Description Founded Year Domain Location
Early-stage US tech investments are made by Aligned Partners.
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Investor details for SavvyFi

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Investments & Acquisitions by SavvyFi

Investments
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Investment portfolio details for SavvyFi

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Financial Statements - SavvyFi

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Detailed financials for SavvyFi

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Savvyfi Comparisons

SavvyFi Primary company
Description
Goal-based savings plans for children's college education ar...
Location
Franklin, United States
Founded Year
2017
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for SavvyFi

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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.

Company Name Domain Founded year HQ Location Description
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College savings plans are managed via an online platform.
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Platform offering education planning, investment options, loans, and immigration services
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Provides an educational savings and expense management platform for individuals.
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A savings platform is offered for children's education funding.
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Goal-based educational savings are enabled for individuals via mobile platforms.
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Detailed competitors of SavvyFi

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Latest news on Savvyfi

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Complete news archive for 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.

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, EduFund and Quatromoney.

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.

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