Funded Tech Companies
SavvyMoney
Headquartered in San Francisco, SavvyMoney has funding from Spectrum Equity, Canapi Ventures and PSG.
Company Overview
Company Name
SavvyMoney
Company Status
Private & Independent
Industry
Funding Rounds
Total Funding
Contact Information
Mailing Address
315 Montgomery St. 934
San Francisco, CA 94104
USA
San Francisco, CA 94104
USA
Phone
Undisclosed
Website
Email Address
Company Background Information
Overview
SavvyMoney was founded in early 2008 out of frustration with banks that push products and measure success based on the number of products they sell to each customer rather than how well they help their customers reach their goals.
Profile
Social Media
Company News
Facebook
YouTube
Last Transaction
10/27/2025
Financing History
Date
Type
Amount
Management Team
Title
Name
Email & Social
Chief Executive Officer
JB Orecchia
VP - Product Management
Bhawna Guglani
Company Investors
- Spectrum Equity (Adam Margolin)
- Canapi Ventures
- PSG
- TransUnion (Dao Boyle)
- Tugboat Ventures
- TB-Fore Capital
- Tugboat Ventures (David Whorton)
- New Cycle Capital
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