About Savvymoneycom
Savvymoneycom is a Financial Services company based in Pleasanton (United States) founded in 2009. DIY debt payoff tools and advice are offered to borrowers. Savvymoneycom has raised $274 million across 6 funding rounds from investors including TransUnion, Spectrum Equity and Tugboat Ventures. The company has 74 employees. Savvymoneycom has completed 1 acquisition, including CreditSnap. Its chief executive, as recorded, is JB Orecchia. Its website savvymoney.com draws about 1.5 million monthly visits. Savvymoneycom offers products and services including Credit Score Analytics, Offer Engine, Loan Application Submission, and Pre-Approved Marketing. Its focus areas include FinTech, Banking Tech, Loan Life Cycle Management and Credit Assessment. Its legal entity is SAVVYMONEY. Its competitors include Nova Credit and Applied Data Finance; 2 of its 2 listed competitors have raised funding.
Company details
Savvymoneycom was founded in 2009 and is based in Pleasanton, United States. Operations focus on a website that provides resources for self-managed debt reduction in the financial services sector. Services include articles, calculators, and tools for debt management, along with a community forum for user interaction and advice sharing. Borrowers are supported through these DIY-oriented features.
- Headquarters Pleasanton, United States
- Employees 74
- SectorsFinancial Services
- Website category Finance · Banking Credit and Lending
- Website savvymoney.com
- Social LinkedIn X Facebook Instagram
- Legal Name Savvymoney
- Total Equity Funding$274M (USD)
in 6 rounds
- Latest Funding Round$225M (USD), Series F
Oct 2025
- InvestorsTransUnion
& 6 more
- Employee Count74
- Investments & Acquisitions
Products & Services of Savvymoneycom
Savvymoneycom offers a comprehensive portfolio of products and services, including Credit Score Analytics, Offer Engine, Loan Application Submission, and Pre-Approved Marketing.
Offers real-time credit data insights for financial institutions
Delivers targeted ads to increase loan conversions
Streamlines loan processes for banks and users
Personalizes digital experiences for better engagement
Funding Insights of Savvymoneycom
Savvymoneycom has successfully raised a total of $274M across 6 strategic funding rounds. The most recent funding activity was a Series F round of $225 million completed in October 2025. 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 $274M
- Total Rounds 6
- Last Round Series F — $225M
- First Round $2M
(Apr 2010)
- Investors Count 7
All 6 funding rounds of Savvymoneycom 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 |
|---|---|---|---|---|---|
| Oct 2025 | $225M | Series F | – | Canapi Ventures, PSG | |
| Jan 2022 | $45M | Series E | – | Spectrum Equity | |
| Sep 2016 | Series D | – | – | ||
| Sep 2010 | Series A | – | – | ||
| Apr 2010 | $2M | Series A | – | – | |
| Apr 2010 | $2M | Series A | – | – |
7 investors in total: 7 institutional.
Investors in Savvymoneycom
Savvymoneycom has secured backing from 7 investors, including venture fund and institutional investors. Prominent investors backing the company include TransUnion, Spectrum Equity and Tugboat Ventures.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Growth equity investments and partnerships in finance and related sectors. | spectrumequity.com | |||
Support is provided to entrepreneurs and venture-backed companies. | tugboatventures.com | Palo Alto, United States | ||
Venture capital investments in fintech and technology for wealth and health. | corevc.com | |||
| newcyclecapital.com | ||||
Investing in B2B software and fintech for the financial services economy. | canapi.com | |||
Capital and operational support are provided to growth-stage software companies. | psgequity.com | |||
Provider of credit scoring data for consumers and businesses | 1968 | transunion.com | Chicago, United States |
Investor details for Savvymoneycom
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 Savvymoneycom
104 people are tracked at Savvymoneycom (49 in leadership, 7 in board & advisors, 48 in team); the tracked headcount is 74.
| Name | Role | Group |
|---|---|---|
JB Orecchia | President & CEO | Leadership |
David Dowhan | Chief Product Officer | Leadership |
Jean Chatzky | Director, Education & Editor in Chief | Leadership |
Jeff Bergmann | Chief Financial Officer | Leadership |
Gillian Layman | Partner Engagement Specialist | Leadership |
Amanda Kempker | Senior Partner Manager | Leadership |
Shana Sistek | Strategic Partner Manager | Leadership |
Andi Tonietti-Caldwell | Senior Sales Director | Leadership |
Mike Nolan | Head of Strategic Finance | Leadership |
Hanna Mejia | Director, Design | Leadership |
Nick Orecchia | Senior Partner Engagement Manager | Leadership |
Sayan Dey | Director, Product Development | Leadership |
Julie Lim | Chief Legal Officer | Leadership |
Vickie Moul | Head of People | Leadership |
Liz Henderson | Partner Manager | Leadership |
Seth Dewberry | Partner Support Manager | Leadership |
Bradley White | Partner Manager | Leadership |
Colin Dow | Partner Support Specialist | Leadership |
Sara Portis | Senior Partner Manager | Leadership |
Harout Aklian | Partner Manager | Leadership |
84 more people are available in the full profile.
Complete people profiles for Savvymoneycom
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
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- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Savvymoneycom
Savvymoneycom has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include CreditSnap.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
AI-enabled lending-as-a-service platform | creditsnap.com | San Antonio, United States | 2017 | May 2025 | •••• |
Complete acquisition details for Savvymoneycom
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Timeline of Savvymoneycom
4 dated milestones of Savvymoneycom across 16 years, from founding to its latest funding, stage changes and deals.
- Founded Savvymoneycom is founded.
- Funding First funding round of $2.0M.
- Acquisition Acquires CreditSnap.
- Funding Latest funding round, Series F, of $225.0M.
Competitors of Savvymoneycom
Savvymoneycom has 2 listed competitors in our database, 2 of them funded. They include Nova Credit and Applied Data Finance.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| novacredit.com | 2016 | San Francisco, United States | $156.25M | 51 | Nova Credit is focused on consumer credit data solutions. | |
| applieddatafinance.com | 2014 | New York, United States | $202.3M | Lender focused on non-prime and unbanked borrowers |
Detailed competitors of Savvymoneycom
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
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- Benchmarks
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Verified entity values are shown only after access is granted.
Web traffic of Savvymoneycom
The website of Savvymoneycom (savvymoney.com) receives about 1.5M visits a month and ranks #35,846 among all websites worldwide, #2,267 in Banking Credit and Lending.
- Monthly visits1.5M
▲ 2.1% vs previous month
- Unique visitors830.1K
per month
- Global rank#35,846
among all websites
- Category rank#2,267
Finance · Banking Credit and Lending
- Bounce rate41%
- Pages per visit2.9
- Average visit1 min 54 sec
- DevicesDesktop 29% · Mobile 71%
Websites whose visitors overlap most with Savvymoneycom. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| golden1.com | 100% | #16,127 | View details | ||
wpcuonline.net | wpcuonline.net | 99% | #82,240 | – | |
| wpcu.coop | 98% | 677.1K | #104,516 | View details | |
| fnb-online.com | 95% | 1.1M | #50,938 | View details | |
| flagstar.com | 90% | 1.9M | #24,910 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Savvymoneycom
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Banking & FinTech Platforms
3 companies that operate in the same segment as Savvymoneycom (Banking & FinTech Platforms) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Online business banking and financial workflow tools are provided. | 2010 | San Francisco, California, United States | USD 546 M | USD 2.71 M | 1,807 | |
Digital banking services are offered to individuals via mobile apps. | 2012 | San Francisco, California, United States | USD 3.15 B | USD 1.96 B | 2,516 | |
Digital sustainable banking services are offered to consumers. | 2013 | Los Angeles, California, United States | USD 865 M | 237 |
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Related news about Savvymoneycom
Complete news archive for Savvymoneycom
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Frequently Asked Questions about Savvymoneycom
Savvymoneycom was founded in 2009 and raised its 1st funding round 1 year after it was founded.
Savvymoneycom is headquartered in Pleasanton, United States. It is registered at Pleasanton, California, United States.
JB Orecchia is the CEO of Savvymoneycom, as recorded in our data.
Savvymoneycom is a funded company, having raised a total of $274M across 6 funding rounds to date. The company's 1st funding round was a Series A of $2M, raised on Apr 2010.
Savvymoneycom has 74 employees.
Savvymoneycom was founded in 2009 and is based in Pleasanton, United States. Operations focus on a website that provides resources for self-managed debt reduction in the financial services sector. Services include articles, calculators, and tools for debt management, along with a community forum for user interaction and advice sharing. Borrowers are supported through these DIY-oriented features.
Savvymoneycom's top competitors include Applied Data Finance and Nova Credit.
Savvymoneycom offers Credit Score Analytics, Offer Engine, Loan Application Submission, and Pre-Approved Marketing.
Savvymoneycom has made 1 acquisition, including CreditSnap.
Savvymoneycom has 7 investors. Key investors include TransUnion, Spectrum Equity, Tugboat Ventures, Core Innovation Capital, and New Cycle Capital.
Savvymoneycom operates through Savvymoney.
The website of Savvymoneycom receives about 1.5 million visits a month and ranks #35,846 among all websites worldwide.