Home›Companies›Savvy Financial

Savvy Financial, Inc.

Updated Oct 27, 2026·Latest SEC filing Mar 22, 2024·Suggest an edit

About Savvy Financial

Savvy Financial is a private company based in Franklin, Tennessee. It has reported $2,319,997 raised in four offerings on Form D since November 2018.

Funding Rounds (SEC Form D)

First saleFiled with SECAmount soldInvestorsAvg. checkTermsFiling
Feb 8, 2024Feb 15, 2024amended Mar 22, 2024$35,000of $300K target1$35,000EquityRule 506(b)Form D/A ↗1 earlier filing
Jul 1, 2022Jul 19, 2022$1,499,997of $3.3M target1$1.4MEquity, Securities on exerciseRule 506(b)Form D ↗
Jun 10, 2022Jun 22, 2022$30,000fully sold1$30,000Securities on exerciseRule 506(b)Form D ↗
Nov 9, 2018Nov 23, 2018amended Aug 28, 2020$755,000of $2.0M target11$68,636Debt, OptionsRule 506(b)Form D/A ↗1 earlier filing
Total, four offerings$2,319,997

First sale is the date the first investor in the offering committed to invest. Companies must file Form D within 15 days of that date, so filing dates run later.

Leadership Team

Executive officers and directors listed on Savvy Financial's Form D filed Mar 22, 2024.

SM
Susan Mason
Director
SC
JH
Jeffrey Hull
Executive officer, director and promoter

Sources

  1. SECSavvy Financial, Inc. Form D, filed Feb 15, 2024
  2. SECSavvy Financial, Inc. Form D, filed Nov 23, 2018
  3. SECSavvy Financial, Inc. filing history