# Savvy Financial

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/savvy-financial

- Industry: Financial Services
- Headquarters: Franklin, US
- Website: www.savvyfi.co
- Total disclosed funding: $1.5M
- Latest round: Series A (Jul 1, 2022)
- Investors on record: 1

## 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.

## Funding rounds

- Series A, Jul 1, 2022, $1.5M — Aligned Partners

## Investors

- Aligned Partners (https://capitalatlas.ai/funds/aligned-partners) — Series A