Simplicity Financial Marketing
Simplicity - The Leading Partner for Advisors, Financial Institutions, & Consumers
United States · Founded 2016
- Headquarters
- California
- Founded
- 2016
- Business Model
- B2B
- Website
- simplicitygroup.com
- Last Round
- Growth EquityAug 2024
- Rounds
- 1
About
Simplicity Financial Marketing Holdings Inc. is one of the nation's largest financial marketing organizations, providing annuity, life insurance, and wealth management solutions to advisors, financial institutions, and consumers. Since commencing business in 2016, Simplicity has grown into one of the largest and fastest-growing insurance distribution networks, serving over 20,000 financial professionals through owned agencies, IMOs, and broker-dealer partnerships.
Summary
Simplicity Financial Marketing is a Fintech company based in United States, founded in 2016. Its most recent funding was a Growth Equity round in Aug 2024. Investors include SkyKnight Capital and Dragoneer.
Tech & App Stack
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Funding History
Aug 2024
Investors
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