COMPANY INFO
Savvy is a funded company based in Mumbai, India, founded in 2020 by Rakesh Bhatia, Sekhar Rao, and Vidur Malik. It operates as an app-based savings platform for individuals and offers solutions for financial institutions, allowing users to save money with goal-based plans and flexible withdrawal options. The company's website is www.savvyapp.in. Savvy competes in the fintech industry with 45 employees. Another company named Savvy, founded in 2004 in Dublin, Ireland by Dave Hunter, Paul Gaffney, and Eoin Whyte, operates in gift card program management and processing with the website savvyglobal.net, but it is a different entity.
Savvy is a business productivity software provider led by a team of seasoned fractional executives and based in New York, United States. The company equips high-growth organizations with leadership and management services, helping streamline operations, drive strategic growth, and build sustainable business value.
The Savvy leadership team encompasses experts in vision-setting, operations, finance, marketing, and organizational strategy. Collectively, the management team leverages their diverse backgrounds in entrepreneurship, digital transformation, consulting, and C-suite roles to empower companies with transformative leadership. The founders and executives work directly with business owners to implement scalable plans, execute on key initiatives, and build lasting asset value, reflecting the holistic approach Savvy brings to leadership solutions.
Jill Simonds is the visionary leader at the helm of Savvy, serving as CEO and driving its mission as a full-service fractional C-suite provider. Under her guidance, the Savvy management team executes the Value Savvy™ system, enabling businesses to boost operational efficiency, scalability, and long-term asset value. Jill Simonds advises clients on vision-setting, people development, and the translation of planning into executed growth, all supported by her network of experienced executives embedded into client organizations. Her impact is evident in Savvy’s consistent record of streamlining client operations, facilitating strategic exits, and building resilient businesses.
Jill’s educational foundation includes a Master of Science in Organizational Leadership from Colorado State University Global and a B.A. in Journalism and Mass Communication from the University of Northern Colorado. Prior to becoming the face of Savvy leadership, she held leadership and marketing positions across D2C and B2B sectors, including COO and Integrator at PaleoHacks, founder and successful seller of 80/20 Blueprint, and Director of Growth Strategy at F+W Media. Jill is also certified by EOS Worldwide and boasts multiple leadership credentials.
Mindy Anderson leads Savvy’s marketing efforts as Interim Chief Marketing Officer, shaping strategies that elevate the company’s brand, drive business growth, and accelerate revenue. She aligns marketing objectives with company-wide goals, ensuring measurable ROI, accountability, and impactful results across diverse sectors. Mindy brings disciplined execution to the Savvy executives group, serving as a trusted advisor and developing innovative campaign strategies that increase both recognition and profitability.
She holds a Bachelor’s degree in Business Administration and Management from Pace University and has spent over 15 years in senior marketing leadership, including roles at industry leaders such as EY, Citi, and Infor. Mindy is founder & CEO of I Breathe Marketing Inc., with experience spanning SaaS, demand generation, and digital content strategies—positioning her as a dynamic force among Savvy management.
Megan Dahle is Savvy's Strategist & Virtual CFO, providing clients with actionable financial leadership and tailored guidance for business profitability and growth. By implementing her CFO Assist™ system, she streamlines processes, empowers business owners with financial control, and positions them to optimize profits and compensation. Megan is instrumental in making Savvy leadership synonymous with profit-focused strategy and operational transparency for creative and professional services firms.
Megan’s credentials include an M.P.A. in Accounting from the University of South Dakota and a BA from South Dakota State University. She is a certified Profit First Professional, with former roles as Controller at Canfield Business Interiors and SEC Accountant at VeraSun Energy. Over eight years, Megan has scaled her expertise in coaching and mentoring, underpinning her role on the Savvy executives team.
As Fractional COO, Kelli Soll specializes in bringing organizational visions to life and operationalizing strategic goals for Savvy’s diverse clientele. She partners with founders and leadership teams to institute effective systems, allowing entrepreneurs to step back from day-to-day operations and focus on growth. Kelli’s expertise in tactical execution, systems design, and team-building reinforces Savvy management's commitment to efficient scaling and seamless tactical delivery.
Kelli holds a Master of Public Policy and Administration with a focus on Environmental and Natural Resource Policy from Boise State University. She is a certified ScrumMaster and EOS Integrator™ Masterclass graduate. Kelli’s background spans operations leadership, sustainability, and nonprofit management—as founder of Global Service Partnerships and Director of Strategy & ESG at Balanced Investment Company—highlighting her unique multi-sector perspective within the Savvy leadership structure.
Greg Simonds provides Savvy with robust financial services and strategic guidance, managing financial reporting, compliance, and analytics. His disciplined approach combines rigorous financial analysis with business process improvement, ensuring that data-driven decisions support both short-term success and long-term strategies. Greg’s project management and analytical contributions reinforce the effectiveness and reliability for which Savvy management is known.
He holds a Master’s in Finance from Colorado State University-Global Campus and a B.A. in Mathematics from the University of Northern Colorado. Greg brings 18 years of professional experience, including mathematics instruction and outsourced accounting services, making him a cornerstone among Savvy executives with proven expertise in both academia and business.
Lexi Boese is the Chief Marketing Officer, driving comprehensive digital marketing and growth initiatives for Savvy. She’s accountable for client relationship management, marketing execution, and the delivery of creative and data-driven strategies across industries. Lexi empowers her team to innovate and collaborate, ensuring that Savvy’s marketing arm delivers measurable results and sustained growth.
Lexi earned an MBA Certification and Data Analytics Certification from Pepperdine Graziadio Business School and is a certified Klaviyo partner and Shopify specialist. As the owner and director of The Digital Opportunists, she has helped clients in fintech, cannabis, and beauty establish dynamic digital footprints, firmly positioning her expertise within the Savvy management team.
The Savvy leadership team exemplifies a modern, flexible management model, offering fractional executive support to help organizations scale effectively and efficiently. Composed of dynamic founders, visionaries, and industry experts, the Savvy executives emphasize operational excellence, cross-functional expertise, and a deep commitment to client outcomes. Their approach to management enables companies to access C-suite insights and strategic acumen without the overhead, positioning Savvy as a trusted partner for accelerated business transformation.
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