SavvyMoney

United States
Belgium, Wisconsin, United States, 94568

Company profile

SavvyMoney company profile

SavvyMoney offers a digital platform that provides financial institutions with tools to deliver credit-score access, credit-report insights, monitoring alerts, and personalized offer experiences to their customers. The company’s solution allows banks, credit unions, and fintechs to embed a credit dashboard into their online or mobile channels, combining real-time credit scores with analytics on consumer behavior, wallet share gaps, and competitor dynamics. Users can view their full credit report—including open accounts, inquiries, and public records, set credit-goals, explore hypothetical “what-if” scenarios, and receive alerts when key changes occur in their profiles. For institutions the service supports campaign activation, targeted loan origination workflows, and deposit growth by leveraging data-driven credit insights. SavvyMoney’s model emphasizes free consumer registration, soft-inquiry credit checks, and integration into digital banking environments to enhance financial wellness and engagement.

Business identity

Contact email
[email protected]
Phone number
(844) 513-5777
Operating status
Active
Company type
For Profit
Employee range
101-250 employees
Revenue range
$1M-$10M
Founded
2009-01-01, Year

Headquarters

Postal code
94568
Country code
US
Continent
North America

Capital profile

Funding and company signals

Funding stage
Private Equity
Funding rounds
4
Total equity funding
$272M
Last funding
Private Equity / $225M / 2025-10-27
Last equity funding
Private Equity / $225M
Investors
6
Lead investors
4
Founders
1
Articles
68

Founders and investors

Founders

Steve Richmond

Lead investors

Canapi VenturesPSG EquitySpectrum EquityTransUnion

Investors

Canapi VenturesPSG EquitySpectrum EquityTransUnionTugboat Ventures