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Savology

Savology

Private
Lehi, UtahFinTechhttps://savology.com/

Last Round

Seed

Apr 2, 2020

Total Funding Raised

$750,000

Momentum

Top 5%

of companies Caplight tracks

Company Overview

Savology is a financial software company that provides a digital platform for financial planning and wellness, offering personalized plans, report cards, and actionable recommendations to individuals, employers, and financial advisors.

Sector

FinTech

Verticals

Personal Finance, Wealth Management, HR, Vertical SaaS

Business Model

B2B

Customer Profile

Subscription SaaS, Freemium, Services & Consulting

AI Layer

Application

Keywords

financial wellness platformfinancial planning platformemployee financial wellnessadvisor techemployee benefits platformfinancial coachingB2B SaaSfinancial planning softwareHR techB2B2Cdigital financial plansfinancial literacy

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Track how buyer interest and sentiment changes over time.

Savology Comparables

Compare Savology with similar companies based on industry and business-model similarity.

Savology comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Ovation Ventures
86%
Aura Finance
85%
BrightDime
84%

Savology Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
SeedApr 2, 2020

Key People

Founding team and executive leadership

Certified Financial Planner® Brian Case

CEO, Advisor Investor

Executive Team

Market signals

Structured signals derived from secondary market and firmographic data.

  • Aug 21, 2026

    Monthly visitors grew 279% MoM, reaching 14.9K.

  • Apr 2, 2020

    $750K round led by Brady Murray

Recent news

Latest coverage and updates

  • launchesSep 23, 2026

    Savology launched Combined Offering for Advisory Firms on Sep 23rd '26.

Savology Filings

Explore SEC and related filing metadata, where available.

Savology filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

Common questions about Savology's valuation, stock price, and market status.

Is Savology a public or private company?

Savology is a private company.

What is the current stock price of Savology?

Savology is a private company with no public stock price. No recent secondary market data is available.

How much is Savology worth (valuation)?

Valuation information for Savology is not publicly available.

Can I buy Savology stock?

Savology shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.

When was Savology's last funding round?

Savology's most recent funding round was Seed on April 2, 2020.

Who are the main investors in Savology?

Investor information for Savology is not publicly disclosed.

Will Savology IPO soon?

No public IPO plans have been announced for Savology.

How can I track Savology secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Savology's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersLehi, Utah
Employee Range12
Year Founded2019
Last FundingApr 2, 2020

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