U.S. based fintech SavvyMoney has raised $225 million in new funding to accelerate its mission of transforming digital banking through personalized financial wellness and credit solutions. The round was led by PSG Equity, with participation from Canapi Ventures and Spectrum Equity, marking one of the largest growth investments in a financial wellness platform this year.
SavvyMoney partners with more than 1,500 financial institutions, offering data-driven tools that help consumers monitor credit, understand borrowing options, and improve financial health all directly within their bank or credit union’s digital experience. The new capital will support advanced AI-powered insights, product expansion, and deeper integration capabilities across its network of partner institutions.
JB Orecchia, CEO and President of SavvyMoney, said, “This is the kind of validation every CEO hopes for. This partnership gives us the resources and expertise to build on our proven model and demonstrate what’s possible when you put customer financial well-being and institutional goals at the center of everything you do.”
The investment comes at a time when the digital banking ecosystem is rapidly shifting toward embedded finance, personalized lending, and real-time data analytics. SavvyMoney’s platform aims to bridge the gap between financial literacy and actionable decision-making, empowering users while driving measurable ROI for banks and credit unions.
With a strong leadership team and institutional backing, SavvyMoney is positioning itself at the intersection of AI innovation and financial empowerment, redefining how consumers engage with their finances in a digital-first world.
