About Simplicity Group Holdings
Simplicity Group Holdings is a Financial Services company based in Summit (United States) founded in 2003, and was acquired by Lee Equity in October 2020. Insurance, investment, retirement, and business development services are provided. Simplicity Group Holdings has completed 13 acquisitions, including Advisors Resources, Breakthrough Insurance Group and Fidelity Financial Group. Its website simplicitygroup.com draws about 32 thousand monthly visits. Simplicity Group Holdings offers products and services including Wealth Annuities, Life Insurance, and Long-Term Care. Its focus areas include Asset Management and Diversified. Its legal entity is Simplicity Financial Marketing Holdings Inc. Its competitors include Fidelity Investments, Morgan Stanley and Guggenheim Partners; 2 of its 3 listed competitors have raised funding.
Company details
Simplicity Group Holdings was founded in 2003 and is located in Summit, United States. Operations are focused on the financial services sector, where insurance products, investment options, retirement planning, and business development support are offered. These services are extended to clients across various needs, with the companys domain at simplicitygroup.com facilitating access. The structure emphasizes comprehensive financial assistance in a U.S.-based framework.
- Headquarters Summit, United States
- Stage Acquired
- SectorsFinancial Services
- Website category Finance · Insurance
- Email••••••••
- Phone•••• ••••
- Website simplicitygroup.com
- Social LinkedIn Facebook
- Acquired by Lee Equity (Oct 2020)
- Legal Name Simplicity Financial Marketing Holdings Inc
- InvestorsSkyKnight Capital
& 2 more
- Investments & AcquisitionsAdvisors Resources
& 12 more
- Acquired byLee Equity
(Oct 2020)
Products & Services of Simplicity Group Holdings
Simplicity Group Holdings offers a comprehensive portfolio of products and services, including Wealth Annuities, Life Insurance, and Long-Term Care.
Offers investment strategies for wealth growth and inflation protection.
Provides coverage for mortality risks and income stream management.
Delivers support for disability and long-term health needs.
Funding Insights of Simplicity Group Holdings
- Total Rounds 1
- Investors Count 2
All 1 funding rounds of Simplicity Group Holdings with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Aug 2024 | Seed | – | SkyKnight Capital, Dragoneer Investment Group | – |
3 investors in total: 3 institutional.
Investors in Simplicity Group Holdings
Simplicity Group Holdings has secured backing from 3 investors, including venture fund investors. Prominent investors backing the company include SkyKnight Capital, Dragoneer and Lee Equity.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
SkyKnight Capital is involved in investment activities. | skyknightcapital.com | |||
Private equity investments are made in technology-enabled growth companies. | dragoneer.com | San Francisco, United States | ||
Private equity investing focused on business, financial, and healthcare services sectors. | leeequity.com |
Investor details for Simplicity Group Holdings
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People of Simplicity Group Holdings
90 people are tracked at Simplicity Group Holdings (59 in leadership, 31 in team).
| Name | Role | Group |
|---|---|---|
Mitch Leidner | Chief Financial Officer | Leadership |
Eric Speece | Sr. Regional Director | Leadership |
Bruce Donaldson | President & CEO | Leadership |
Heather Peck | Chief Human Resources Officer | Leadership |
Kelly Kramer | Senior Life Sales Director | Leadership |
Nathanial Clement | Vice President | Leadership |
David Anderson | Director, Digital Marketing And Analytics | Leadership |
Zac von Bank | Sr. Sales Director | Leadership |
Steve Ruhberg | Senior Sales Director | Leadership |
Paul Tinnirello | Executive Vice President | Leadership |
Jennifer Alterman-Maudsley | Partner, Director Of Sales -simplicity West | Leadership |
Michael Mortellaro | Senior Vice President, Partner | Leadership |
Carleen Doan | Event Director | Leadership |
Al Loken | Director Of Sales | Leadership |
Jay Biwer | Director Of Sales | Leadership |
David Gruenzner | VP Of Sales, Life Channel | Leadership |
Robert Tardella | Partner, EVP | Leadership |
Roxanne Neal | Director, Accounting | Leadership |
Rich Conley | Partner & Senior Vice President - Simplicity Wealth | Leadership |
Scott Grayson | Vice President | Leadership |
70 more people are available in the full profile.
Complete people profiles for Simplicity Group Holdings
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Investments & Acquisitions by Simplicity Group Holdings
Simplicity Group Holdings has strategically engaged in corporate development activities, having acquired 13 companies. Notable acquisitions include Advisors Resources, Breakthrough Insurance Group and Fidelity Financial Group.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Verity Asset Management is focused on financial success solutions. | verityinvest.com | Durham, United States | 1996 | Jul 2025 | •••• | |
Customer relationship management solutions are offered for the insurance industry. | helloplum.com | Warren, United States | 2020 | Jun 2024 | •••• | |
Breakthrough insurance group is an insurance sales and executive training company | breakthroughins.com | Medford, United States | 2021 | Sep 2023 | •••• | |
Provider of life insurance and financial services | goheencompanies.com | Sugar Land, United States | 2015 | May 2023 | •••• | |
Provider of financial and insurance services | totalfinancial.com | Culver, United States | 1971 | Apr 2023 | •••• | |
Business advisory consulting services are provided to companies. | truluma.com | Seattle, United States | 2000 | Mar 2023 | •••• | |
Brokerage services for the insurance industry are provided. | leadersgroup.net | Littleton, United States | 1994 | Feb 2023 | •••• | |
Life, disability, and annuities insurance services are provided by IMS. | imsbga.com | Irvine, United States | 1985 | Jan 2023 | •••• | |
Diversified insurance products are distributed by LifePro across multiple channels. | lifepro.com | San Diego, United States | 1986 | Jul 2022 | •••• | |
Training and education solutions are delivered for the insurance sector. | optimafis.com | San Rafael, United States | 2009 | Mar 2022 | •••• |
Complete acquisition details for Simplicity Group Holdings
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Timeline of Simplicity Group Holdings
13 dated milestones of Simplicity Group Holdings across 22 years, from founding to its latest funding, stage changes and deals.
- Founded Simplicity Group Holdings is founded.
- Exit Acquired by Lee Equity.
- Acquisition Acquires Optima Financial.
- Acquisition Acquires LifePro.
- Acquisition Acquires IMS BGA.
- Acquisition Acquires The Leaders Group.
- Acquisition Acquires Truluma.
- Acquisition Acquires Total Financial.
- Acquisition Acquires Goheen Companies.
- Acquisition Acquires Breakthrough Insurance Group.
- Acquisition Acquires Plum Life.
- Funding First funding round.
- Acquisition Acquires Verity Asset Management.
Competitors of Simplicity Group Holdings
Simplicity Group Holdings has 3 listed competitors in our database, 2 of them funded. They include Fidelity Investments, Morgan Stanley and Guggenheim Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. |
Detailed competitors of Simplicity Group Holdings
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Web traffic of Simplicity Group Holdings
The website of Simplicity Group Holdings (simplicitygroup.com) receives about 31.8K visits a month and ranks #1,387,865 among all websites worldwide, #5,226 in Insurance.
- Monthly visits31.8K
▲ 91% vs previous month
- Unique visitors5.2K
per month
- Global rank#1,387,865
among all websites
- Category rank#5,226
Finance · Insurance
- Bounce rate49%
- Pages per visit2.8
- Average visit2 min 13 sec
- DevicesDesktop 82% · Mobile 18%
Websites whose visitors overlap most with Simplicity Group Holdings. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
locallifeagents.com | locallifeagents.com | 100% | #4,739,682 | – | |
myannuitystore.com | myannuitystore.com | 91% | #1,429,871 | – | |
| firelighteapp.com | 86% | #108,881 | View details | ||
| lifepro.com | 84% | 3.5K | #4,137,899 | View details | |
| simplicitypayments.com | 80% | #5,743,607 | View details | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 15 similar websites and full traffic analytics for Simplicity Group Holdings
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- 15 similar websites
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Top companies in Asset Management
3 companies that operate in the same segment as Simplicity Group Holdings (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Simplicity Group Holdings
Complete news archive for Simplicity Group Holdings
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Frequently Asked Questions about Simplicity Group Holdings
Simplicity Group Holdings was founded in 2003 and raised its 1st funding round 21 years after it was founded.
Simplicity Group Holdings is headquartered in Summit, United States.
Simplicity Group Holdings was founded in 2003 and is located in Summit, United States. Operations are focused on the financial services sector, where insurance products, investment options, retirement planning, and business development support are offered. These services are extended to clients across various needs, with the companys domain at simplicitygroup.com facilitating access. The structure emphasizes comprehensive financial assistance in a U.S.-based framework.
Simplicity Group Holdings's top competitors include Fidelity Investments, Guggenheim Partners and Morgan Stanley.
Simplicity Group Holdings offers Wealth Annuities, Life Insurance, and Long-Term Care.
Simplicity Group Holdings has made 13 acquisitions, including Advisors Resources, Breakthrough Insurance Group, and Fidelity Financial Group.
Simplicity Group Holdings has 3 investors. Key investors include SkyKnight Capital, Dragoneer, and Lee Equity.
Simplicity Group Holdings operates through Simplicity Financial Marketing Holdings Inc.
Yes. Simplicity Group Holdings was acquired by Lee Equity in October 2020.