Savvy Financial

Finance · 11-50 Employees

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Overview

Phone Number

(615) 241-0144

Revenue

$9 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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Feb
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Jun
ZI Rank
2
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About Savvy Financial

Savvy Financial, Inc. (SavvyFi) is a web-based investment adviser.We believe that everyone should have access to tools that will help them achieve their financial goals. SavvyFi makes it easy to set up 529 college savings plans with a user-friendly platform that takes the guesswork out of setting up a plan. No complicated systems or overwhelming paperwork is involved. Set up your account in minutes and be on your way to start saving for the future.Explore more
Savvy Financial's Social MediaPopular SearchesSavvy Financial IncSavvyFiSavvyfinancialcoSIC Code 62,628NAICS Code 52,523Show more

Savvy Financial Org Chart

JH

Founder & Chief Executive Officer

PhoneEmail
AW

Director, Growth Operations

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IL

Director, Technology & Architecture

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AB

Manager, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Savvy Financial

$9M
11-50
Private
<$5M
2017
JH
Jeffrey HullFounder & CEO
$9.8M
11-50
Private
-
2013
LG
Lisa GeiserDirector, Client Engagement & Senior Relationship Manager
$5.1M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2009
SS
Stewart ShieldsFinancial Advisor
<$5M
1-10
Private
-
-
LC
Larry ChavezWealth Advisor
<$5M
1-10
Private
-
2000
Andrew Bos, President at Eastown Financial Services
Andrew BosPresident
<$5M
1-10
Private
-
2019
BH
Bradley HablutzelPresident & Certified Financial Planner
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Savvy Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Savvy Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Savvy Financial.

Savvy Financial financials insights

Gather financial insights about Savvy Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2022

Series A

$4.9M

See All Savvy Financial's Financials Insights

Savvy Financial Tech Stack

A closer look at the technologies used by Savvy Financial

Savvy Financial News & Media

  • SavvyFi Closes $4.9M Series A Funding

    SavvyFi, a Nashville, Tenn.-based fintech platform that makes college savings and student loan repayment plans accessible and a benefit for employees, raised $4.9M in Series A funding. The round was led by Aligned Partners. The company intends to use the funds to expand its education financing platform to accommodate interest from global partners in joint partnerships. Led by […] The post SavvyFi Closes $4.9M Series A Funding appeared first on FinSMEs.
Read more news

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Frequently Asked Questions Regarding Savvy Financial

What is Savvy Financial's official website?
Savvy Financial's official website is www.savvyfi.co
What is Savvy Financial's Revenue?
Savvy Financial's revenue is $9 Million
What is Savvy Financial's SIC code?
Savvy Financial's SIC: 62,628
What is Savvy Financial's NAICS code?
Savvy Financial's NAICS: 52,523
How many employees does Savvy Financial have?
Savvy Financial has 11-50 employees
What industry does Savvy Financial belong to?
Savvy Financial is in the industry of: Finance, Securities Trading
What is Savvy Financial competition?
Savvy Financial top competitors include: Summit Group Retirement Planners, Eastown Financial Services, Invest for the Glory of God, Bruce Shields & Associates
What technology does Savvy Financial use?
Some of the popular technologies that Savvy Financial uses are: WordPress.org, PHP, Microsoft Azure, HubSpot
How do I contact Savvy Financial?
Savvy Financial contact info: Phone number: (615) 241-0144 Website: www.savvyfi.co
What does Savvy Financial do?

Savvy Financial, Inc. (SavvyFi) is a web-based investment adviser.We believe that everyone should have access to tools that will help them achieve their financial goals. SavvyFi makes it easy to set up 529 college savings plans with a user-friendly platform that takes the guesswork out of setting up a plan. No complicated systems or overwhelming pa... perwork is involved. Set up your account in minutes and be on your way to start saving for the future.Read More

What are Savvy Financial social media links?
Savvy Financial Linkedin page Savvy Financial Facebook page
Is Savvy Financial a public company?
Savvy Financial is private company therefore does not currently have an official ticker symbol
See more information about Savvy Financial

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