Shift Savings

Milwaukee, United States Founded: 2016 • Age: 10 yrs Acquired By SafetyNet
Personal savings are facilitated via an employer-matched rounding platform.

About Shift Savings

Shift Savings is a company based in Milwaukee (United States) founded in 2016 by Craig Sweeney, Tom Wondra, and Robert Schwartz was acquired by SafetyNet in May 2018.. Shift Savings has completed 1 acquisition, including SafetyNet. Shift Savings operates in a competitive market with competitors including Icon Savings Plan, Onward, DoubleNet Pay, Sunny Day Fund and Scope Zero, among others.

  • Headquarter Milwaukee, United States
  • Founders Craig Sweeney, Tom Wondra, Robert Schwartz
  • Sectors
    Technology
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Investments & Acquisitions
  • Acquired by
    SafetyNet

    (May 17, 2018)

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Funding Insights of Shift Savings

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in Shift Savings

Shift Savings has secured backing from 1 investor. Prominent investors backing the company include SafetyNet. 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.

All
Investor Description Founded Year Domain Location
Unemployment and disability insurance is offered via an online platform.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Shift Savings

Shift Savings has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include SafetyNet. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Unemployment and disability insurance is offered via an online platform.
1996
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Shift Savings

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Shift Savings Comparisons

Employees
+
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Competitors of Shift Savings

Shift Savings 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 Icon Savings Plan, Onward, DoubleNet Pay, Sunny Day Fund and Scope Zero, 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
domain founded_year HQ Location
Online platform for retirement planning
domain founded_year HQ Location
Employee finances are tracked and planned via Onward's software platform.
domain founded_year HQ Location
Employer-enabled platform for automated bill tracking and savings progress.
domain founded_year HQ Location
Workplace emergency savings and financial wellness programs are provided.
domain founded_year HQ Location
Impact-based savings accounts are provided to employees for sustainability engagement.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Shift Savings

Frequently Asked Questions about Shift Savings

When was Shift Savings founded?

Shift Savings was founded in 2016.

Where is Shift Savings located?

Shift Savings is headquartered in Milwaukee, United States. It is registered at Milwaukee, Wisconsin, United States.

Who is the current CEO of Shift Savings?

Craig Sweeney is the current CEO of Shift Savings. They have also founded this company.

What does Shift Savings do?

Shift Savings Inc. is an employer enabled savings platform for employees. Users have to link their bank account to the platform. It automatically rounds up transactions of the user to the nearest dollar and adds this money to shift savings account weekly. This round-up amount is matched by the employer. Users can set their financial goals and track their goal progress. The platform charges a monthly service fee per employee. The platform is currently in beta, mobile apps are not available for public download.

Who are the top competitors of Shift Savings?

Shift Savings's top competitors include Icon Savings Plan, Onward and Sunny Day Fund.

How many acquisitions has Shift Savings made?

Shift Savings has made 1 acquisition, including SafetyNet.

Who are Shift Savings's investors?

Shift Savings has 1 investor. Key investors include SafetyNet.

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