SavvyMoney, a leading provider of financial wellness and growth solutions, has raised $225 million in a minority investment round co-led by PSG and Canapi Ventures, with continued backing from Spectrum Equity. The funding will accelerate product innovation, AI integration, and go-to-market expansion, strengthening SavvyMoney’s support for its network of over 1,500 financial institutions. “This is the kind of validation every CEO hopes for,” said JB Orecchia, CEO and President of SavvyMoney. “We believe PSG and Canapi didn’t just see an investment opportunity. They saw a company that’s genuinely transforming how financial institutions connect with their customers.”
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PSG’s B2B software expertise and Canapi’s deep banking relationships will jointly drive SavvyMoney’s next growth phase. “SavvyMoney is leading the market in embedding credit score insights, financial wellness tools, and lending solutions directly into the digital banking experience,” said Chris Nesbitt, Managing Director at PSG. With continued backing from Spectrum Equity and TransUnion, the company plans to expand its AI-powered offerings and solidify its role as a trusted partner helping financial institutions deliver smarter, more personalized financial experiences.
