"SavvyMoney Secures $225 Million Investment to Enhance Financial Wellness Solutions"

"SavvyMoney has secured a US$225 million minority investment co-led by PSG and Canapi Ventures, with continued support from Spectrum Equity. This funding will help accelerate the company's product development and market expansion, enhancing its ability to serve over 1,500 financial institutions. Legal representation for PSG in the transaction was provided by Latham & Watkins LLP."

Latham & Watkins LLP represented PSG in the transaction. SavvyMoney, a leader in financial wellness and growth solutions, secured a US$225 million minority investment co-led by PSG and Canapi Ventures, with continued investment from Spectrum Equity. This funding aims to enhance SavvyMoney’s product development and market expansion, supporting its network of over 1,500 financial institutions. The Latham & Watkins LLP team was led by Boston partner Nate Amory, with associates Pat Argenio, Brian Wolgast, and Daniel Barks. Tax advice was provided by Washington, D.C. partner Andres Ramezan-Jackson, with associate Shiyi Parsons. Intellectual property matters were handled by Washington, D.C. partner Morgan Brubaker, with associates Zach Shufro and Victoria Allen. Data privacy matters were addressed by Houston/Austin partner Robert Brown, with associate Kiara Vaughn. Financial regulatory matters were overseen by Washington, D.C. partner Parag Patel. Benefits and compensation matters were managed by Boston partner Josh Friedman, with associate Imara Joroff.

"SavvyMoney Secures $225 Million Investment to Enhance Financial Wellness Solutions"

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