FundedIQ
Financial Services

SavvyMoney: Funding, Investors & Team (Oct 2026)

SavvyMoney is a venture funded, fintech company that provides integrated credit score and personal finance solutions to over 125 Credit Unions and Banks. SavvyMoney’s solution provides free credit score, report and daily monitoring. Its pre-qualification offer engine displays targeted financial offers from the financial service partner based on the user’s credit score. SavvyMoney is poised for significant growth in 2017-18. In addition to receiving a strategic investment from TransUnion(NYSE: TRU), SavvyMoney entered into a partnership with Fiserv (NASDAQ: FISV) to power its credit score solution, Credit Sense on 9 of their online banking platforms.

www.savvymoney.com LinkedIn Pleasanton, United States 11-50 employees
Credit Bureau Credit Cards Finance Financial Services FinTech
Total raised
$270M
Rounds
2
Latest
Private Equity
Oct 2025

SavvyMoney has raised $270M across 2 funding rounds on record, the most recent a Private Equity of $225M announced in Oct 2025.

That round is above the $15M median round size for Financial Services companies tracked on FundedIQ over the last two years.

SavvyMoney Company Profile and Key Stats

Total funding raised
$270M
across 2 rounds on record
Funding rounds on record
2
Latest funding round
Private Equity
$225M in Oct 2025
Employees
11-50
reported band
Headquarters
Pleasanton, United States

Latest funding round on record: Oct 2025.

SavvyMoney Funding Rounds

Date
Round
Amount
Private Equity
$225M
Private Equity
$45.0M

SavvyMoney raised $45.0M in a Private Equity announced in Jan 2022.

3.8 years later, a Private Equity of $225M was announced in Oct 2025.

SavvyMoney Founders and Leadership Team

Name
Role
Contact
JB Orecchia
CEO
—

No contact details are on record for this team yet.

SavvyMoney Funding Compared to Other Financial Services Startups

Segment
Companies
Median round

SavvyMoney's latest round of $225M is above the median round in Financial Services. Medians cover the last 24 months of disclosed rounds.

Funded Startups Like SavvyMoney in Financial Services and Pleasanton

Companies Similar to SavvyMoney

SavvyMoney Funding FAQs

What does SavvyMoney do?

SavvyMoney is a venture funded, fintech company that provides integrated credit score and personal finance solutions to over 125 Credit Unions and Banks. SavvyMoney’s solution provides free credit score, report and daily monitoring. Its pre-qualification offer engine displays targeted financial offers from the financial service partner based on the user’s credit score. SavvyMoney is poised for significant growth in 2017-18. In addition to receiving a strategic investment from TransUnion(NYSE: TRU), SavvyMoney entered into a partnership with Fiserv (NASDAQ: FISV) to power its credit score solution, Credit Sense on 9 of their online banking platforms.

How much funding has SavvyMoney raised?

SavvyMoney has raised $270M across 2 rounds on record. The most recent is a Private Equity of $225M announced in Oct 2025.

When did SavvyMoney last raise funding?

SavvyMoney's most recent funding round on record is a Private Equity of $225M, announced in Oct 2025.

Who is the CEO of SavvyMoney?

JB Orecchia is listed as CEO at SavvyMoney.

Where is SavvyMoney headquartered?

SavvyMoney is based in Pleasanton, California, United States.

How many employees does SavvyMoney have?

SavvyMoney is in the 11-50 employee band.

How does SavvyMoney's funding compare to other Financial Services startups?

SavvyMoney's latest round of $225M is above the $15M median round size for Financial Services companies on FundedIQ across 5,751 tracked companies over the last two years.

About FundedIQ's SavvyMoney Funding Data

FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.

Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for SavvyMoney is left off this page rather than filled in.

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