Simplicity Group Holdings Overview

  • Year Founded
  • 2008

Year Founded

  • Status
  • Private

  • Employees
  • 224

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 7

  • Investments
  • 54

Simplicity Group 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.com
Formerly Known As
Futurity First Financial
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Other Financial Services
Other Industries
Consulting Services (B2B)
Other Insurance
Primary Office
  • 86 Summit Avenue
  • Suite 303
  • Summit, NJ 07901
  • United States

Simplicity Group Holdings Timeline

2020202120222023
Financing RoundCaptured Employee CountEstimated Employee Growth

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Simplicity Group Holdings Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Simplicity Group Holdings Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of financial services intended for the advisor, agent, broker-dealer and financial institution partners. The co
Other Financial Services
Summit, NJ
224 As of 2023
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00000 000000000 0000
Jersey City, NJ
0000 As of 0000
00 0000-00-00
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00000 000000000 0000
Louisville, KY
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Simplicity Group Holdings Competitors (10)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Pershing Corporate Backed or Acquired Jersey City, NJ 0000 000000&0
0000000000 0000000 Corporation Louisville, KY
000000000 00000000 Private Equity-Backed Dallas, TX 0000 00.000 000000000 00.000
00000000 000000000 Corporation Saint Paul, MN 0000 00000 000000000 00000
000000 00000 Venture Capital-Backed Saint Louis, MO 00000 00000 0000000000 0 00000
You’re viewing 5 of 10 competitors. Get the full list »

Simplicity Group Holdings Executive Team (14)

Name Title Board Seat Contact Info
Bruce Donaldson JD Chief Executive Officer and President
Mitchell Leidner Chief Financial Officer
Thomas Yerger Executive Vice President, Mergers & Acquisitions and Integration
Jason Jenkins Executive Vice President, Sales
Emily Cramer Vice President, Business Development
You’re viewing 5 of 14 executive team members. Get the full list »

Simplicity Group Holdings Board Members (6)

Name Representing Role Since
0000 000000 Self Executive Vice President of Corporate Development, President of Simplicity Wealth & Board Member 000 0000
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Simplicity Group Holdings Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Simplicity Group Holdings Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Simplicity Group Holdings Investments & Acquisitions (54)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000 00000 18-Sep-2023 0000000000 Insurance Brokers 00000 000
0000000 00000 07-Sep-2023 0000000000 Brokerage 00000 000
000000000000 06-Sep-2023 0000000000 Other Insurance 00000 000
000000 000000 03-May-2023 0000000000 Other Insurance 00000 000
Commonwealth Capital Brokerage 18-Apr-2023 Buyout/LBO Insurance Brokers 00000 000
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Simplicity Group Holdings Subsidiaries (42)

Company Name Industry Location Founded
Breakthrough Insurance Group Other Insurance NJ 2021
0000 000000 0000 Other Financial Services Princeton, NJ 0000
000000 000000000 0 Insurance Brokers York, PA 0000
000000000 Financial Software Greenwood Village, CO 0000
0000000 000000000 Consulting Services (B2B) Malvern, PA 0000
You’re viewing 5 of 42 subsidiaries. Get the full list »