About Simplicity Solutions
Simplicity Solutions is a company based in United States founded in 2004. It operates as a B2B, and Partnership. Simplicity Solutions offers products and services including Wealth Annuities, Life Insurance, and Disability Insurance. Simplicity Solutions operates in a competitive market with competitors including Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.
- Headquarter United States
-
Sectors
Financial ServicesBusiness Services
-
Phone
*********
-
Website
*********
-
Social
*********
- Legal Name Simplicity Financial Marketing Holdings Inc.
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Latest Funding Round
-
Investors
-
Employee Count
Employee Count
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Products & Services of Simplicity Solutions
Simplicity Solutions offers a comprehensive portfolio of products and services, including Wealth Annuities, Life Insurance, and Disability Insurance. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Products for wealth accumulation and protection against market risks.
Coverage for mortality and long-term care needs.
Insurance for income protection in case of disability.
Funding Insights of Simplicity Solutions
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Simplicity Solutions
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Bionic investment advisor platform
|
2016 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
Financial Statements - Simplicity Solutions
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Simplicity Solutions Comparisons
Competitors of Simplicity Solutions
Simplicity Solutions operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
M&A advisory, capital markets, and wealth management services are offered.
|
|
| domain | founded_year | HQ Location |
Bank offering diversified financial services
|
|
| domain | founded_year | HQ Location |
Business consulting services are provided to banks and lending institutions.
|
|
| domain | founded_year | HQ Location |
HR, insurance, and liability services are provided by Alera Group.
|
|
| domain | founded_year | HQ Location |
Provider of wealth management services
|
|
| domain | founded_year | HQ Location |
Provider of wealth management services
|
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
|
|
| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
|
|
| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
|
|
| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
|
Latest news on Simplicity Solutions
Frequently Asked Questions about Simplicity Solutions
When was Simplicity Solutions founded?
Simplicity Solutions was founded in 2004.
Where is Simplicity Solutions located?
Simplicity Solutions is headquartered in United States.
What does Simplicity Solutions do?
Simplicity Group Holdings delivers financial solutions including wealth management, annuities, life insurance, and long-term care services. It operates through partnerships, affiliations, and outsourcing, serving independent agents, advisors, banks, and consumers. Based in Summit, NJ, the company emphasizes holistic financial planning with tools for longevity, liquidity, inflation, market risks, mortality, and taxes.
Who are the top competitors of Simplicity Solutions?
Simplicity Solutions's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does Simplicity Solutions offer?
Simplicity Solutions offers Wealth Annuities, Life Insurance, and Disability Insurance.