SimplyWise

New York, United States Founded: 2018 • Age: 8 yrs
Online platform with retirement planning and savings solutions for individuals

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
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $12 M (USD)

    in 2 rounds

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

    Oct 08, 2025

  • Investors
  • Employee Count
    Employee Count
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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.

  • Total Funding
  • Total Rounds 2
  • Last Round Series B — $12.0M
  • First Round
  • Investors Count 1
Date Amount Transaction Name Valuation Lead Investors Investors
Oct, 2025 Amount Series B - SimplyWise Valuation

investors

Jun, 2019 Amount Seed - SimplyWise Valuation QED Investors
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

Investors in SimplyWise

SimplyWise has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include QED Investors. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Investor Description Founded Year Domain Location
Venture capital fund investing in early-stage start-ups
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by SimplyWise

Investments
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 - SimplyWise

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
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

Simplywise Comparisons

Employees
+
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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. 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
Manages electronic invoices from tickets, classifies expenses, and generates reports.
domain founded_year HQ Location
Serves as a personal finance manager for home bookkeeping and financial tracking.
domain founded_year HQ Location
Prepaid card services including issuance, transaction tracking, and app management.
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 Simplywise

Frequently Asked Questions about SimplyWise

When was SimplyWise founded?

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

Where is SimplyWise located?

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

Is SimplyWise a funded company?

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

What does SimplyWise do?

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.

Who are the top competitors of SimplyWise?

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

Who are SimplyWise's investors?

SimplyWise has 1 investor. Key investors include QED Investors.

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