Simplicity Financial Marketing

Simplicity - The Leading Partner for Advisors, Financial Institutions, & Consumers

Headquarters
California
Business Model
B2B
Last Round
Growth EquityAug 2024
Rounds
1

About

Simplicity Financial Marketing (Holdings Inc.) is a financial services partner providing solutions for advisors and financial institutions.

Summary

Simplicity Financial Marketing is a Fintech company based in United States. Its most recent funding was a Growth Equity round in Aug 2024. Investors include Dragoneer.

Tech & App Stack

7 technologies & apps tracked

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Funding History

Growth EquityGrowth EquityAug 2024

Investors

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