Who founded Savology?

Savology was founded by Spencer Barclay in 2019.

How much funding has Savology raised?

Savology has disclosed $1.7M raised across 3 rounds.

Where is Savology headquartered?

Savology is headquartered in Orem, US.

Savology

Orem, US · Founded 2019 · Delaware corporation · 12 employees on LinkedIn

Find your way into Savology

31 people in our graph share verified history with the Savology team — schools, employers, funds. One of them is your warm intro.

Anastasia Lambunlockedknows Spencer Barclay · together at Healthequity (overlapped)

×9knows the team · via Westminster University

×2knows the team · via Healthequity

Founders & leadership

Savology was founded in 2019 by Spencer Barclay.

Spencer Barclay Founder and Chairman of the BoardSpencer Barclay founded Savology in 2019, a financial wellness platform focused on financial planning and estate planning. He previously held roles in financial services, credit repair, and financial planning businesses.

Bruce HasslerNamed on SEC filing

Brady MurrayNamed on SEC filing

Tim HechtNamed on SEC filing

Funding

SEC filings, press & company announcements

$1.7M disclosed across 3 rounds · 2020–2022

$750KFirst Seed RoundApr 2020 · 2 sources
Source ↗

▶$550KraisedMay 2022 · 5 investors · Other Technology

Rule 506(b)

Officers, directors & promoters on the filing

Spencer BarclayExecutive Officer, Director
Bruce HasslerDirector
Tim HechtDirector
Brady MurrayDirector

Offering amount: $900K
Amount sold: $550K
Proceeds to insiders: $160K
First sale: May 2022
Incorporated: Corporation, Delaware, 2019
Federal exemptions: 06b

Full filing on SEC EDGAR ↗

▶$400KraisedAug 2021 · 3 investors · Other Technology

Rule 506(b)

Officers, directors & promoters on the filing

Bruce HasslerDirector
Spencer BarclayExecutive Officer, Director
Brady MurrayDirector
Tim HechtDirector

Offering amount: $400K
Amount sold: $400K
First sale: Aug 2021
Incorporated: Corporation, Delaware, 2019
Federal exemptions: 06b

Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Frequently asked questions

Who founded Savology?: Savology was founded by Spencer Barclay in 2019.
How much funding has Savology raised?: Savology has disclosed $1.7M raised across 3 rounds.
Where is Savology headquartered?: Savology is headquartered in Orem, US.