SavvyMoney Overview

  • Founded
  • 2008
Founded
  • Status
  • Private
  • Employees
  • 38
Employees
  • Latest Deal Type
  • Series F
  • Latest Deal Amount
  • $45M
Latest Deal Amount
  • Investors
  • 8

SavvyMoney General Information

Description

Developer of a credit score platform designed to help people understand and improve their scores. The company's platform provides free credit scores, reports, and daily monitoring to educate and empower, review concrete ideas for improving it and better their financial health, enabling clients to spend less time identifying leads and more time helping users find savings.

Contact Information

Website
www.savvymoney.com
Formerly Known As
GoalSpring Financial, DebtGoal
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Other Financial Services
Other Industries
Financial Software
Information Services (B2C)
Primary Office
  • 7901 Stoneridge Drive
  • Suite 207
  • Pleasanton, CA 94588
  • United States

SavvyMoney Timeline

2019202020212022
Financing RoundFinancing RoundCaptured Employee CountEstimated Employee Growth
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SavvyMoney Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
9. Later Stage VC (Series F) 25-Jan-2022 $45M 000.00 00000 Completed Generating Revenue
8. Debt - PPP 28-Apr-2020 000.00 Completed Generating Revenue
7. Later Stage VC (Series E) 22-Jun-2018 00.00 000.00 000.00 Completed Generating Revenue
6. Later Stage VC (Series D) 23-Sep-2016 00.00 000.00 000.00 Completed Generating Revenue
5. Later Stage VC (Series C) 02-Jul-2014 000 000.00 000.00 Completed Generating Revenue
4. Later Stage VC (Series B) 10-Dec-2012 00.00 00.00 00.00 Completed Startup
3. Early Stage VC (Series A3) 08-Sep-2010 00.00 00.00 00.00 Completed Startup
2. Early Stage VC (Series A2) 14-Apr-2010 $2.5M $3.3M 00.00 Completed Startup
1. Early Stage VC (Series A1) 01-Dec-2008 $800K $800K 00.00 Completed Startup
To view SavvyMoney’s complete valuation and funding history, request access »

SavvyMoney Cap Table

Stock # of Shares
Authorized		 Par Value Dividend Rate ($) Original
Issue Price		 Liquidation Liquidation
Pref. Multiple		 Conversion Price % Owned
Series F 000,000,000 00.000000 00.00 00.00 00.00 00 00.00 00.000
Series E 000,000,000 00.000000 00 00.00 00.00 00 00.00 00.000
Series D 000,000,000 00.000000 00 00.00 00.00 00 00.00 00.000
Series C 00,000,000 00.000000 00 00.00 00.00 00 00.00 0.000
Series B 00,000,000 00.000000 00 00.00 00.00 00 00.00 0.000
Series A3 00,000,000 00.000000 00.00 00.00 00.00 00 00.00 0.00
Series A2 7,352,939 $0.000100 $0.03 $0.34 $0.34 1x $0.19 1.26%
Series A1 2,408,000 $0.000100 $0.02 $0.25 $0.25 1x $0.15 0.4%
To view SavvyMoney’s complete cap table history, request access »

SavvyMoney Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Developer of a credit score platform designed to help people understand and improve their scores. The company's platform
Other Financial Services
Pleasanton, CA
38 As of 2022
000.00
0000 0000-00-00
00000000000 000.00

000000 0

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00000 000000000 00000000
San Francisco, CA
0000 As of 0000
00000
0.00 0000-00-00
000000&0 00000

00000000

esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in
000000000 00000000
Mumbai, India
000 As of 0000
000.00
00000000000 000.00
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SavvyMoney Competitors (12)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Credit Karma Formerly VC-backed San Francisco, CA 0000 00000 000000&0 00000
00000000000 Venture Capital-Backed Mumbai, India 000 000.00 00000000000 000.00
000 Venture Capital-Backed Draper, UT 000 00000 000000 - 000 00000
0000000000 Formerly VC-backed San Francisco, CA 000 00000 00000000 00000
000000 000000 Venture Capital-Backed Mountain View, CA 000 00000 000000000 00000
You’re viewing 5 of 12 competitors. Get the full list »

SavvyMoney Executive Team (10)

Name Title Board Seat Contact Info
JB Orecchia Chief Executive Officer, President & Board Member
Lon Huffman Chief Operating Officer & Chief Technology Officer
Jean Chatzky Director of Education and Editor in Chief
Bhavna Guglani Senior Vice President, Product
Jeffrey Bergmann Chief Financial Officer
You’re viewing 5 of 10 executive team members. Get the full list »

SavvyMoney Board Members (9)

Name Representing Role Since
Adam Margolin Self Board Member 000 0000
Dao Boyle Self Board Member 000 0000
David Whorton Tugboat Group Board Member 000 0000
Edward Ojdana Self Board Member 000 0000
JB Orecchia SavvyMoney Chief Executive Officer, President & Board Member 000 0000
You’re viewing 5 of 9 board members. Get the full list »

SavvyMoney Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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SavvyMoney Investors (8)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Spectrum Equity Growth/Expansion Minority 000 0000 000000 0
TransUnion Corporation Minority 000 0000 000000 0
Michael Tanne Angel (individual) Minority 000 0000 000000 0
Core Innovation Capital Venture Capital Minority 000 0000 000000 0
TB Capital Other Minority 000 0000 000000 0
You’re viewing 5 of 8 investors. Get the full list »

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