Savology
Orem, US · Founded 2019 · Delaware corporation · 12 employees on LinkedIn
Find your way into Savology
Sign up to see every warm intro you have to Savology
- Paths you didn't know you had: your email and LinkedIn already hold routes to the Savology team. We find them for you
- 2nd- and 3rd-degree connections: the friend-of-a-friend routes that take hours to manually find through your inbox or LinkedIn
- Answers now, not in days: momentum is everything in a raise. Skip asking around whether someone knows someone
Days of research, done the moment you sign in, with every route ranked by how warm it is.
Founders & leadership
Savology was founded in 2019 by Spencer Barclay.
SB

Spencer BarclayFounder 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.
BH
Bruce HasslerNamed on SEC filing
BM
Brady MurrayNamed on SEC filing
TH
Tim HechtNamed on SEC filing
Funding
SEC filings, press & company announcements$1.7M disclosed across 3 rounds · 2020–2022
- $750KFirst Seed RoundApr 2020 · 2 sourcesSource ↗
▶$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.
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.