About Total Financial
Total Financial is a Financial Services company based in Culver City (United States) founded in 1971, and was acquired by Simplicity Group Holdings in April 2023. Provider of financial and insurance services. Its chief executive, as recorded, is Philip Steel. Total Financial offers products and services including Concierge Underwriting, Advanced Planning, and Business Development. Its focus areas include Services for Investment Industry, Consultancy Services and Diversified.
Company details
Total Financial, established in 1971 and currently in Acquired stage, focuses on offering financial products and advice, services for investment industry, consultancy services, and diversified. Provider of financial and insurance services. Adapting to market demands with innovation and client-focused strategies.
- Headquarters Culver City, United States
- Stage Acquired
- SectorsFinancial Services
- Phone•••• ••••
- Website totalfinancial.com
- Social LinkedIn X Facebook Instagram YouTube
- Acquired by Simplicity Group Holdings (Apr 2023)
- Investors
- Acquired bySimplicity Group Holdings
(Apr 2023)
Products & Services of Total Financial
Total Financial offers a comprehensive portfolio of products and services, including Concierge Underwriting, Advanced Planning, and Business Development.
Delivers innovative solutions for agents and clients through expert collaboration.
Supports complex financial strategies using industry knowledge and networks.
Helps agents grow revenue with resources and experience.
Apps and channels of Total Financial
its YouTube channel Total Financial has 334 subscribers and 30 videos.
Videos from Total Financial
The most watched videos on Total Financial's YouTube channel, Total Financial (334 subscribers). Click a video to play it here.
More on Total Financial.
Investors in Total Financial
Total Financial has secured backing from 1 investor. Prominent investors backing the company include Simplicity Group Holdings.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Insurance, investment, retirement, and business development services are provided. | 2003 | simplicitygroup.com | Summit, United States |
Investor details for Total Financial
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
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People of Total Financial
1 people are tracked at Total Financial (1 in leadership).
| Name | Role | Group |
|---|---|---|
Philip Steel | CEO | Leadership |
Complete people profiles for Total Financial
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
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Timeline of Total Financial
2 dated milestones of Total Financial across 52 years, from founding to its latest funding, stage changes and deals.
- Founded Total Financial is founded.
- Exit Acquired by Simplicity Group Holdings.
Web traffic of Total Financial
The website of Total Financial (totalfinancial.com) receives about 2.6K visits a month.
- Monthly visits2.6K
▼ 4.9% vs previous month
Websites whose visitors overlap most with Total Financial. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| abacus.net | 99% | 7.6K | #1,438,411 | View details |
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Total Financial (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Related news about Total Financial
Complete news archive for Total Financial
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Frequently Asked Questions about Total Financial
Total Financial was founded in 1971.
Total Financial is headquartered in Culver City, United States. It is registered at Culver City, California, United States.
Philip Steel is the CEO of Total Financial, as recorded in our data.
Total Financial, established in 1971 and currently in Acquired stage, focuses on offering financial products and advice, services for investment industry, consultancy services, and diversified. Provider of financial and insurance services. Adapting to market demands with innovation and client-focused strategies.
Total Financial offers Concierge Underwriting, Advanced Planning, and Business Development.
Total Financial has 1 investor. Key investors include Simplicity Group Holdings.
Yes. Total Financial was acquired by Simplicity Group Holdings in April 2023.