SavvyMoney Stock
SavvyMoney integrates into digital banking platforms to provide real-time credit scores, reports, and monitoring, along with personalized financial education and tailored loan offers. It empowers financial institutions to deepen customer engagement and optimize lending through analytics-driven insights and seamless integration across channels.
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Buy + SellSavvyMoney Funding
Sign up to gain insights into SavvyMoney funding history, including the funding round, time period, and amount raised.
Sign Up to Unlock the Data| Financing Round | Date | Amount | Price per share* | Valuation* |
|---|---|---|---|---|
| Series F | Jan 25, 2022 | 45.00M | ||
| Series D | Sep 30, 2016 | 7.34M | ||
| Series D | Aug 20, 2014 | 1.85M | ||
| Series C | Dec 10, 2012 | 3.64M | ||
| Series B | Apr 16, 2010 | 2.00M |
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*Sample data + company shown for illustrative purposes only
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SavvyMoney Management Team
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Board Member
Adam Margolin
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Board Member
Dave Whorton
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Board Member
Liz Pagel
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Board Member
Mike Azevedo
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Board Member
Rahul Gupta
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CFO
Jeff Bergmann
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Chief Product Officer
David Dowhan
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Chief Revenue Officer
Christopher Fraenza
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COO
Lon Huffman
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CTO
Corey Scobie
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President, CEO, Board Member
JB Orecchia
SavvyMoney Major Investors
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New Cycle Capital
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TransUnion
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Spectrum Equity Investors
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TB Capital
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Tugboat Ventures
Learn More About SavvyMoney Stock
Buy SavvyMoney Stock
01SavvyMoney stock does not trade on public stock exchanges. SavvyMoney stock is considered a private security and you need to be an accredited investor to trade shares. To invest in SavvyMoney stock you can either buy shares directly through the company or work with a secondary trading marketplace like Nasdaq Private Market.
Learn more about the secondary market for private company shares on the investors page.
Sell SavvyMoney Stock
02SavvyMoney Stock does not trade on public stock exchanges. In order to sell SavvyMoney shares you need to work directly with the company or with a secondary trading marketplace like Nasdaq Private Market. NPM has more than a decade of experience helping sell shares on the private market to our network of institutional investors.
Learn more about NPM services for selling privately held stock on the Employee Shareholders page.
Read more about how to sell private company stock on the private secondary market:
SavvyMoney Stock Price
03SavvyMoney does not have a publicly available stock price because it is privately held and not traded on public stock exchanges. Through the Tape D™ database from Nasdaq Private Market, you can view SavvyMoney share price and other valuable private market data.
Read more about secondary market private company stock prices:
SavvyMoney Stock Ticker Symbol
04There is no ticker symbol for SavvyMoney stock because it is a private company. Private companies do not have ticker symbols like public companies, they are identified primarily by using the company ‘street’ name or legal name.
Criteria to Sell SavvyMoney Stock
05Nasdaq Private Market currently works with employees, ex-employees, and other company investors. In order to sell SavvyMoney stock you need to receive the company’s approval, which Nasdaq Private Market manages on your behalf.
Learn more about selling privately held stock on the Employee Shareholders page.
Read more about how to sell shares of a private company and eligibility for selling privately held stock:
Criteria to Buy or Invest in SavvyMoney Stock
06Currently, Nasdaq Private Market only works with accredited entities and institutional investors to purchase private company stock. In order to invest in SavvyMoney stock, you need to be an accredited entity or institutional investor.
Learn more about the Nasdaq Private Market tool kit for investors on the Investor Trading page.
SavvyMoney Stock Settlement
07Once you buy or sell, stock share ownership must transfer before funds are wired. With Nasdaq Private Market, clients leverage our patent-pending Transfer and Settlement technology which streamlines and manages transfer activity from match to settlement.
To learn more about private company stock Transfer and Settlement, check out the Transfer and Settlement page.
SavvyMoney IPO
08SavvyMoney is a private company and has not had an IPO. There is currently no SavvyMoney IPO price. Get started to begin exploring the Nasdaq Private Market Tape D™ database and gain access to actionable data related to SavvyMoney IPO.
Learn more about Tape D™ private company stock data for institutional investors on the on the Tape D™ Product Page.
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