SimplyWise

New York, United States Founded: 2018 • Age: 8 yrs
Online platform with retirement planning and savings solutions for individuals
Annual revenue - Latest available
Total funding $12.0M 2 rounds
Employees - Tracked headcount
Investors 1 Known backers
Products - Services tracked
Competitors 4 Brand Intelligence

About SimplyWise

SimplyWise is a company based in New York (United States) founded in 2018 by Sam Abbas. SimplyWise has raised $12 million across 2 funding rounds from investors including QED Investors. SimplyWise operates in a competitive market with competitors including Facturame, Cloudfinapps and Manage My Card, among others.

  • Headquarter New York, United States
  • Founders Sam Abbas
  • Sectors
    Technology
  • Email
    Locked
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Total Equity Funding
    $12 M (USD)

    in 2 rounds

  • Latest Funding Round
    $12 M (USD), Series B

    Oct 08, 2025

  • Investors
  • Employee Count
    Not available
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People of SimplyWise

Headcount 1-10
Employee Profiles 6
Employee Profiles
People
Matej Dolenec
Growth Consultant
People
Allie Fleder
Co-founder & COO
People
Sam Abbas
Co-founder & CEO
People
Morgan Geran
Product Marketing & Cs/x

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Funding Insights of SimplyWise

SimplyWise has successfully raised a total of $12M across 2 strategic funding rounds. The most recent funding activity was a Series B round of $12 million completed in October 2025. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

Investors in SimplyWise

SimplyWise has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include QED Investors.

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Venture Fund
Investor Description Founded Year Domain Location
Venture capital fund investing in early-stage start-ups
Locked Locked Locked
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Investor details for SimplyWise

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

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Investments & Acquisitions by SimplyWise

Investments
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Investment portfolio details for SimplyWise

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  • Portfolio identities
  • Transaction dates
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Financial Statements - SimplyWise

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Detailed financials for SimplyWise

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  • Profit trends
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Simplywise Comparisons

SimplyWise Primary company
Description
Online platform with retirement planning and savings solutio...
Location
New York, United States
Founded Year
2018
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for SimplyWise

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Competitors of SimplyWise

SimplyWise 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 Facturame, Cloudfinapps and Manage My Card, among others.

Company Name Domain Founded year HQ Location Description
Locked Locked Locked
Manages electronic invoices from tickets, classifies expenses, and generates reports.
Locked Locked Locked
Serves as a personal finance manager for home bookkeeping and financial tracking.
Locked Locked Locked
Prepaid card services including issuance, transaction tracking, and app management.
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Detailed competitors of SimplyWise

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Latest news on Simplywise

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Complete news archive for SimplyWise

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  • Source and publication date
  • Older coverage
  • Brand-specific news history

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Frequently Asked Questions about SimplyWise

SimplyWise was founded in 2018 and raised its 1st funding round 1 year after it was founded.

SimplyWise is headquartered in New York, United States. It is registered at New York, New York, United States.

SimplyWise is a funded company, having raised a total of $12M across 2 funding rounds to date.

Online platform with retirement planning and savings solutions for individuals. Its features include tools for scanning and organizing receipts and documents, organizing bills based on stores, items, and dates, and setting aside funds as savings for payment of bills, taxes, or plans. It also provides reminders, notifications, and alerts to assist users.

SimplyWise's top competitors include Facturame, Cloudfinapps and Manage My Card.

SimplyWise has 1 investor. Key investors include QED Investors.

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