Innovation Through Collaboration.

Solid relationships with clients and partners, backed by a culture of teamwork, are what fuel our future.

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“At SavvyMoney, our mission is to empower financial well-being through innovation and partnership.”

JB ORECCHIA, PRESIDENT & CEO

SavvyMoney by the Numbers

Who We Are

Who We Are.

Our leaders are veterans in the fintech and financial services industries, with a deep understanding of what financial institutions need to win in an increasingly competitive marketplace. Our team comes from all walks of life with finely-honed expertise in engineering, marketing, operations, finance, and more. But put us all in a room together and you’ll hear a consistent message: At SavvyMoney, we are committed to our clients and partners — and we genuinely care about our people.

The SavvyMoney Story.

Although we lead with breakthrough technology, our story is one of long-time relationships. From the very start we’ve held the belief that there is strength in many. Through an ongoing conversation with clients and partners, we’ve laid the foundation for constant innovation. Our internal culture promotes fresh ideas with a framework of teamwork and support. By traveling on a bold path we’ve established a leadership position in the marketplace. Our passion for empowering financial institutions of all sizes and creating financial freedom for millions of end users is what keeps us growing stronger every day.

The SavvyMoney Story

Leadership

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JB ORECCHIA
PRESIDENT & CEO

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JEFF BERGMANN
CHIEF FINANCIAL OFFICER

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DAVID DOWHAN
CHIEF PRODUCT OFFICER

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CHRISTOPHER FRAENZA
CHIEF REVENUE OFFICER

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LON HUFFMAN
Interim CTO
Strategic Advisor to the CEO

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VICKIE MOUL
HEAD OF PEOPLE

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JEAN CHATZKY
Advisor
EDITOR-In-CHIEF

Board of Directors

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DAVE WHORTON
CEO & FOUNDER, THE TUGBOAT GROUP

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LIZ PAGEL
SVP, CONSUMER LENDING, TRANSUNION

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MIKE AZEVEDO
EXECUTIVE, NTT DATA SERVICES, FORMER COO, CAPITAL ONE BANK

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RAHUL GUPTA
FORMER GROUP PRESIDENT, FISERV, FINTECH ADVISOR

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ADAM MARGOLIN
MANAGING DIRECTOR, SPECTRUM EQUITY

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JB ORECCHIA
PRESIDENT & CEO

Our Team is Growing!

Have an excitement for fintech and skills to match? We always have room for talent. Take a look at our current job openings — and see where you might fit in.

Savvymoney Team

Recent News & Stories

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Consumers can e-mail us at support@savvymoney.com for any questions they may have.