Savvy Financial, Inc. Asset Profile

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Year established

2017

Location

Franklin TN US

Primary Industry

Financial Services

About

Based in Tennessee, US, and founded in 2017 by Jeffrey Hull, and Stephen Cretin, Savvy Financial, Inc., operates as a digital investment adviser that helps users by providing fintech solutions for college savings and student loans bringing accessibility and crowdfunding to employee benefits. In September 2022, Savvy Financial, Inc. raised USD 4.9 million in series A funding led by Aligned Partners. As of 2022, the company has partnered with companies like Willis, AON, CBIZ, and many more. The company offers a web-based platform that provides various financial solutions like a tax-free savings plan known as the 529 plan, using which users can pay for universities, community colleges, trade schools, and private K-12 schools fees. The company also provides employee benefit solutions by allowing employees to contribute towards savings accounts through its payroll and provides a dashboard to monitor the savings. The company plans to use September 2022 funding to expand its education financing platform to accommodate interest from global partners in joint partnerships.

Current Investors

Aligned Partners

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Primary Industry

Financial Services

Sub Industries

Consumer Finance, e-Financial, Investment Banking

Website

www.savvyfi.co

Verticals

FinTech, FinTech

Company Stage

Series A

Total Amount Raised

Subscriber access only

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