SavvyMoney, an industry leader in financial wellness and growth solutions, has announced a US$225 million minority investment co-led by PSG and Canapi Ventures, with continued investment from Spectrum Equity. This investment will accelerate SavvyMoney’s product roadmap and go-to-market investments, enabling the company to better serve its core community of over 1,500 financial institutions.
Latham & Watkins LLP represented PSG in the transaction with a corporate team led by Boston partner Nate Amory, with associates Pat Argenio, Brian Wolgast, and Daniel Barks. Advice was also provided on tax matters by Washington, D.C. partner Andres Ramezan-Jackson, with associate Shiyi Parsons; on intellectual property matters by Washington, D.C. partner Morgan Brubaker, with associates Zach Shufro and Victoria Allen; on data privacy matters by Houston/Austin partner Robert Brown, with associate Kiara Vaughn; on financial regulatory matters by Washington, D.C. partner Parag Patel; and on benefits and compensation matters by Boston partner Josh Friedman, with associate Imara Joroff.
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