Simplicity Financial Marketing Holdings Overview
- Year Founded
-
2008
- Status
-
Private
- Employees
-
1,000
- Latest Deal Type
-
Buyout/LBO
- (Announced)
- Financing Rounds
-
10
- Investments
-
63
Simplicity Financial Marketing Holdings General Information
Description
Provider of financial services intended for the advisor, agent, broker-dealer and financial institution partners. The company provides insurance products specializing in the financial security and retirement needs of seniors, pre-retirees, families and businesses, allowing advisors to identify the current and anticipated needs of their clients and design the easily executable services that will support them in realizing their business and life objectives.
Contact Information
Website
www.simplicitygroup.comCorporate Office
- 86 Summit Avenue
- Suite 303
- Summit, NJ 07901
- United States
Corporate Office
- 86 Summit Avenue
- Suite 303
- Summit, NJ 07901
- United States
Simplicity Financial Marketing Holdings Timeline
Simplicity Financial Marketing Holdings Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Simplicity Financial Marketing Holdings Comparisons
Industry
Financing
Details
Simplicity Financial Marketing Holdings Competitors (8)
One of Simplicity Financial Marketing Holdings’s 8 competitors is Louisville Financial Group, a Corporation company based in Louisville, KY.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Louisville Financial Group | Corporation | Louisville, KY | ||||
| Integrity Marketing Group | Private Equity-Backed | Dallas, TX | ||||
| Risk Strategies Company | Private Equity-Backed | Boston, MA | ||||
| Northwestern Mutual | Private Debt Financed | Milwaukee, WI | ||||
| New York Life Insurance Company | Private Debt Financed | New York, NY |
Simplicity Financial Marketing Holdings Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Simplicity Financial Marketing Holdings Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
Simplicity Financial Marketing Holdings Investments & Acquisitions (63)
Simplicity Financial Marketing Holdings’s most recent deal was a Buyout/LBO with National Brokerage Agencies. The deal was made on 01-Oct-2024.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| National Brokerage Agencies | 01-Oct-2024 | Buyout/LBO | Other Financial Services | ||
| benefitRFP | 01-Sep-2024 | Buyout/LBO | Other Financial Services | ||
| Simplicity LifeLink | 04-Jun-2024 | Buyout/LBO | Financial Software | ||
| Protected Tomorrows | 01-Jun-2024 | Buyout/LBO | Managed Care | ||
| MO Marketing | 02-Jan-2024 | Buyout/LBO | Other Insurance |
Affiliates
Subsidiaries (47)
| Name | Industry | Location | Year Founded |
|---|---|---|---|
| Breakthrough Insurance Group | NJ | 2021 | |
| Simplicity LifeLink | South Orange, NJ | 2020 | |
| Life Policy Pros | Spring Lake, NJ | 2018 | |
| Triton Brokerage Group | York, PA | 2017 | |
| AssetLock | Greenwood Village, CO | 2014 |
Simplicity Financial Marketing Holdings FAQs
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When was Simplicity Financial Marketing Holdings founded?
Simplicity Financial Marketing Holdings was founded in 2008.
-
Where is Simplicity Financial Marketing Holdings headquartered?
Simplicity Financial Marketing Holdings is headquartered in Summit, NJ.
-
What is the size of Simplicity Financial Marketing Holdings?
Simplicity Financial Marketing Holdings has 1,000 total employees.
-
What industry is Simplicity Financial Marketing Holdings in?
Simplicity Financial Marketing Holdings’s primary industry is Other Financial Services.
-
Is Simplicity Financial Marketing Holdings a private or public company?
Simplicity Financial Marketing Holdings is a Private company.
-
What is Simplicity Financial Marketing Holdings’s current revenue?
The current revenue for Simplicity Financial Marketing Holdings is .
-
How much funding has Simplicity Financial Marketing Holdings raised over time?
Simplicity Financial Marketing Holdings has raised $43.5M.
-
Who are Simplicity Financial Marketing Holdings’s investors?
Lee Equity Partners and Antares Capital have invested in Simplicity Financial Marketing Holdings.
-
Who are Simplicity Financial Marketing Holdings’s competitors?
Louisville Financial Group, Integrity Marketing Group, Risk Strategies Company, Northwestern Mutual, and New York Life Insurance Company are some of the 8 competitors of Simplicity Financial Marketing Holdings.
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