About Symplany
Symplany is a company based in Minneapolis (United States) founded in 2012. It operates as a B2B, and SaaS. Symplany offers products and services including Plan-Driven Investing. Symplany operates in a competitive market with competitors including Altruist, GeoWealth, Nucleus Financial, xalts and SnapTrade, among others.
- Headquarter Minneapolis, United States
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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- Legal Name Symplany, Llc
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Annual Revenue
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Net Profit
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Latest Funding Round
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Investors
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Employee Count
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Products & Services of Symplany
Symplany offers a comprehensive portfolio of products and services, including Plan-Driven Investing. 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.
Software tool for constructing client portfolios from financial plans to mitigate risks.
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Funding Insights of Symplany
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Symplany
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Symplany
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Symplany Comparisons
Competitors of Symplany
Symplany 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 Altruist, GeoWealth, Nucleus Financial, xalts and SnapTrade, 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 |
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| domain | founded_year | HQ Location |
Portfolio management software for financial advisors
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| domain | founded_year | HQ Location |
Integrated wealth management solutions are offered for advisors and institutions.
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| domain | founded_year | HQ Location |
Portfolio management solutions are offered to financial advisors.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered via an online platform.
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| domain | founded_year | HQ Location |
Provider of API enabling brokerage account connectivity for data and trading
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| domain | founded_year | HQ Location |
Digital wealth tools are provided to empower financial advisors.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Symplany
When was Symplany founded?
Symplany was founded in 2012.
Where is Symplany located?
Symplany is headquartered in Minneapolis, United States. It is registered at Minneapolis, Minnesota, United States.
What does Symplany do?
Symplany is a financial technology company that develops tools for advisors to build customized portfolios directly from client financial plans, minimizing risks like market volatility and inflation. It emphasizes plan-driven investing, integrating with platforms like Pershing and Fidelity for seamless management. Advisors use these services to focus client discussions on life goals and actionable strategies, enhancing relationships and commitment. The company serves financial professionals in the investment sector.
Who are the top competitors of Symplany?
Symplany's top competitors include Altruist, Nucleus Financial and QPLIX.
What products or services does Symplany offer?
Symplany offers Plan-Driven Investing.