# SavvyMoney

SavvyMoney is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** www.savvymoney.com
- **LinkedIn:** https://www.linkedin.com/company/savvymoney

## Regulatory record

- **Reports private funds:** No

## About

Credit score solutions and financial wellness tools built to help financial institutions drive growth and engagement. 1,600+ partners.

## Sectors

- FinTech
- Enterprise Software

## People

- JB Orecchia — President & CEO
- Adam Margolin — Managing Director, Spectrum Equity (Board Director)
- Chris Nesbitt — Managing Director, PSG (Board Director)

## Questions

### Who owns SavvyMoney and who sits on the board?

SavvyMoney is growth-equity backed. Board members include Adam Margolin of Spectrum Equity, Chris Nesbitt of PSG, TransUnion SVP Liz Pagel, and former Fiserv Group President Rahul Gupta. President and CEO JB Orecchia also serves on the board.

### How is SavvyMoney different from Credit Karma?

Credit Karma is a direct-to-consumer brand that monetizes through credit card referrals. SavvyMoney operates as a white-label B2B platform; consumers see their bank's logo, not SavvyMoney's. This embeds the tool inside a trusted banking relationship rather than competing for consumer attention on the open web.

### Does SavvyMoney operate its own consumer lending products?

No. SavvyMoney does not originate loans or hold any consumer credit. It undergirds the marketing and pre-qualification analytics that its partner institutions use to drive their own loan and deposit growth.

### How many financial institutions use SavvyMoney and who are its integration partners?

Over 1,600 financial institutions use the platform. The firm claims more than 30 integrations across lending, core banking, and digital banking providers, embedding its credit monitoring and offer-generation tools directly into third-party banking apps.

## Related profiles

- [Cobo](https://altss.com/profile/cobo)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/savvymoney

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