As published in Venture Nashville Connections.
FINTECH: Nashville’s Savvy Financial Inc.(SavvyFi) filed in August for a $2MM raise they began in 2018, now showing $755k in. Savvy was formed in 2017 by Jeffrey Hull and Steve Cretin to provide help for people saving toward future college expenses through use of IRS Code section 529 savings accounts. It offers a mobile platform and planning dashboard, access to which is also available as a benefit to workers of participating employers.
Our expert team is on standby to answer any questions you may have about SavvyFi’s platform.
Savvy Financial, Inc. (“SavvyFi”) is a web-based investment adviser. Our investment advisory services are made available to U.S. residents only. This website shall not be considered a solicitation or offering for any service or product to any person in any jurisdiction where such solicitation or offer would be unlawful. Nothing in this website should be construed as investment, legal, tax, regulatory or accounting advice. Prospective investors should consult with their own legal, regulatory, tax, business, investment, financial and accounting advisers. While distributions to cover K–12 tuition are tax-free on the federal level, state tax treatment will vary, and you should check with your tax professional for details. All investments involve risk, including the possible loss of money you invest, and past performance does not guarantee future performance.
Savvy Financial and the mark SAVVYFI are not associated with Heartland Financial USA, Inc. Savvy Financial will incorporate a legible and unobscured disclaimer on its website and any websites it owns that feature the SAVVYFI mark now or in the future.
