SavvyMoney

Delivers credit insights and personalized financial tools to drive engagement and loan growth via seamless banking integration.

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Overview

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.

Sector

Financials

Founded

2008

Headquarters

Dublin, CA

SavvyMoney Funding

SavvyMoney Funding History

Sign up to gain insights into SavvyMoney funding history, including the funding round, time period, and amount raised.

Financing Round Date Amount Price per share Valuation
Round Date Amount PPS Valuation
Series F Jan 25, 2022 45M
XXXXX
XXXXX
Series D Sep 30, 2016 7M
XXXXX
XXXXX
Series D Aug 20, 2014 2M
XXXXX
XXXXX
Series C Dec 10, 2012 4M
XXXXX
XXXXX
Series B Apr 16, 2010 2M
XXXXX
XXXXX

Access the PPS, Valuation details, and a wealth of other data by signing up. Source: Nasdaq Private Market Tape D®

Buy

Buy SavvyMoney shares

Sign up to view historical trading trends and place an offer.

Sell

Sell SavvyMoney shares

Understand share pricing, list anonymously, and benefit from transparent fees.

SavvyMoney Management Team

SavvyMoney people and management

  • Board Member
    Adam Margolin
  • Board Member
    Dave Whorton
  • Board Member
    Liz Pagel
  • Board Member
    Mike Azevedo
  • Board Member
    Rahul Gupta
  • CFO
    Jeff Bergmann
  • Chief Product Officer
    David Dowhan
  • Chief Revenue Officer
    Christopher Fraenza
  • COO
    Lon Huffman
  • CTO
    Corey Scobie
  • President, CEO, Board Member
    JB Orecchia

Investors

Major SavvyMoney investors

  • New Cycle Capital

  • TransUnion

  • Spectrum Equity Investors

  • TB Capital

  • Tugboat Ventures

SavvyMoney Valuations & Financials

Gain insights Into SavvyMoney Stock Valuation & Share Prices

View real-time NPM data on SavvyMoney stock including most recent valuation and historical share price information. Are you an institutional investor or employee shareholder? Sign up to the SecondMarket trading platform.

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FAQ

Questions?

We have answers

Buy SavvyMoney Stock

SavvyMoney 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

SavvyMoney 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

SavvyMoney 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

There 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

Nasdaq 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

Currently, 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

Once 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

SavvyMoney 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.