SavvyMoney is a comprehensive resource for people taking control of their finances.
Location: United States
Employees: 11-50
Total raised: $225M
Founded date: 2009
Investors 2
| Date | Name | Website |
| - | Core Innov... | corevc.com... |
| - | Tugboat Gr... | tugboatven... |
Funding Rounds 1
| Date | Series | Amount | Investors |
| 28.10.2025 | - | $225M | PSG |
Mentions in press and media 17
| Date | Title | Description |
| 28.10.2025 | SavvyMoney Secures $225M: Powering AI, Financial Wellness, and Digital Growth | SavvyMoney secured $225 million in funding. PSG and Canapi Ventures co-led the pivotal investment. This capital propels AI innovation, product expansion, and market penetration. SavvyMoney delivers financial wellness and growth solutions. I... |
| 28.10.2025 | SavvyMoney: $225 Million Raised For Advancing AI Innovation And Growth For Financial Institutions | SavvyMoney, a leading provider of financial wellness and growth solutions for banks, credit unions, and fintechs, announced a $225 million minority investment co-led by PSG and Canapi Ventures, with continued participation from Spectrum Equ... |
| 27.10.2025 | SavvyMoney Raises $225M to Accelerate Innovation for Financial Institutions | SavvyMoney Raises $225M to Accelerate Innovation for Financial Institutions Minority investment round brings together tech expertise, AI resources and a comprehensive bank network to validate and accelerate SavvyMoney’s growth DUBLIN, Calif... |
| 27.10.2025 | SavvyMoney Raises $225M in Funding | SavvyMoney, a Dublin, CA-based provider of financial wellness and growth solutions, received a $225m minority investment. The round was co-led by PSG and Canapi Ventures, with continued investment from Spectrum Equity. The company intends t... |
| 12.05.2025 | SavvyMoney Acquires CreditSnap | SavvyMoney, a Dublin, CA-based provider of financial wellness tools and personalized loan offerings, acquired CreditSnap, a San Antonio, TX-based fintech solution provider. The amount of the deal was not disclosed. With the acquisition, fin... |
| 20.11.2024 | The Financial Technology Report Announces The Top 100 Financial Technology Companies of 2024 | The Financial Technology Report The Financial Technology Report is pleased to announce The Top 100 Financial Technology Companies of 2024. NEW YORK, Nov. 20, 2024 /PRNewswire-PRWeb/ -- The Financial Technology Report is pleased to announce ... |
| 21.08.2023 | Nearly 40 housing tech firms make the 2023 Inc. 5000 list | The past year hasn’t been particularly good for tech or housing. As a consequence, the number of real estate, mortgage and general housing tech firms to make the annual Inc. Magazine list of the 5,000 fastest growing private companies in Am... |
| 07.02.2023 | Fintech Platform Co-op Solutions Announces Provider Program to Connect Credit Unions with Suitable Partners | Co-op Solutions is introducing its Strategic Provider Program, giving credit unions access to pre-vetted, “best-in-class” products and services outside of Co-op’s core offerings, while also helping “to streamline their procurement processes... |
| 21.12.2022 | 4 Easy Ways To Improve Your Credit Score In 2023 | (Photo by Alfred Gescheidt/Getty Images)Getty Images |
| 23.09.2022 | Sogolytics partners with SavvyMoney to help credit unions support members in tough economic times | Credit unions are uniquely positioned to be trusted financial partners for their members and communities, especially during economic uncertainty. HERNDON, Va. (PRWEB) September 23, 2022 Sogolytics, leader in feedback and experience manageme... |
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