Savology
Orem, US · Founded 2019 · Delaware corporation · 12 employees on LinkedIn
Founders & leadership
Savology was founded in 2019 by Spencer Barclay.
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Spencer BarclayinFounder 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.
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Bruce HasslerNamed on SEC filing
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Brady MurrayNamed on SEC filing
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Tim HechtNamed on SEC filing
Reported raises · per SEC filings
Form D private placements$950K disclosed across 2 rounds · 2021–2022
▶$550KraisedMay 2022 · 5 investors · Other TechnologyRule 506(b)
▶$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
▶$400KraisedAug 2021 · 3 investors · Other TechnologyRule 506(b)
▶$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
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
In the news
Frequently asked questions
- Who founded Savology?
- Savology was founded by Spencer Barclay in 2019.
- How much funding has Savology raised?
- Savology has disclosed $950K raised across 2 rounds.
- Where is Savology headquartered?
- Savology is headquartered in Orem, US.