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Savvy Financial

Founded Year



Series A | Alive

Total Raised


Last Raised

$4.9M | 6 mos ago

About Savvy Financial

Savvy Financial removes financial complexity from saving and planning for college education and helps employers to provide college savings and student loan benefits to their employees. It offers its services to employers, brokers, and employees. The company was founded in 2017 and is based in Franklin, Tennessee.

Headquarters Location

231 Public Square Suite 300

Franklin, Tennessee, 37064,

United States


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Expert Collections containing Savvy Financial

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

Savvy Financial is included in 3 Expert Collections, including Baby and Kids Tech.


Baby and Kids Tech

1,281 items

Companies developing tech-enabled products and services that primarily serve babies, children up to approximately 12 years old, and their parents.



7,940 items

US-based companies


Digital Lending

1,871 items

This collection contains companies that provide alternative means for obtaining a loan for personal or business use and companies that provide software to lenders for the application, underwriting, funding or loan collection process.

Latest Savvy Financial News

DigitalGen Financial Services Is Disrupting the Industry with Its Crypto Savvy Financial Advice

Mar 28, 2022

DigitalGen Financial Services is helping clients plan their financial futures while using tools from the world of digital finance. Providing virtual online services, they are filling a gap in the market when it comes to financial advisors and professionals who are knowledgeable about new technologies including cryptocurrency and blockchain. With a focus on the future of digital technology, DigitalGen works with clients to help them become financially literate across many investment methods. “In many ways, the shape of the current financial industry is outdated. There is a shortage of professionals who are fluent with the newest digital finance technologies and able to offer guidance when it comes to crypto or blockchain,” says Panos Mekras , Founder and CEO of DigitalGen Financial Services. “We are looking to change this norm by providing transparent and unbiased services that empower clients to take ahold of their financial future and use their knowledge to make cutting edge and well-informed decisions.” Operating in a different way than most traditional finance services, DigitalGen works on a fee-only basis, as they do not provide money management for clients or sell products that would earn commission. Their service helps to provide education, insight, and a plan, allowing each client to have agency over their own financial futures. “We aim to spread financial and crypto literacy to give people the power to accumulate wealth.” The company is positioned as a leader in the financial services space when it comes to digital tools and is poised to grow into much more than that, eventually offering services that help to inform and advise people on the use of web3, NFTs, and the metaverse.

Savvy Financial Frequently Asked Questions (FAQ)

  • When was Savvy Financial founded?

    Savvy Financial was founded in 2017.

  • Where is Savvy Financial's headquarters?

    Savvy Financial's headquarters is located at 231 Public Square, Franklin.

  • What is Savvy Financial's latest funding round?

    Savvy Financial's latest funding round is Series A.

  • How much did Savvy Financial raise?

    Savvy Financial raised a total of $7.16M.

  • Who are the investors of Savvy Financial?

    Investors of Savvy Financial include Aligned Partners.

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