Funded Tech Companies
Simplicity
Wondering who provided funding to Simplicity? SkyKnight Capital and Dragoneer Investment Group put venture money into this retailtech company.
Company Overview
Company Name
Simplicity
Company Status
Private & Independent
Industry
RetailTech
Funding Rounds
Total Funding
Contact Information
Mailing Address
86 Summit Avenue 303
Summit, NJ 07901
USA
Summit, NJ 07901
USA
Phone
Undisclosed
Website
Email Address
Company Background Information
Overview
Simplicity is the leading partner for advisors, financial institutions, and consumers by delivering the best combination of wealth accumulation and financial protection products that meet the needs of a consumer-oriented holistic financial plan. As one the fastest growing partnerships in the financial services industry, Simplicity offers an unrivalled array of tools and technologies to grow and protect wealth, which can be accessed through affiliation, outsourcing, or joining the partnership. In an ever-changing environment, Simplicity's commitment to working in our clients' best interest is unwavering and has always been anchored to our commitment to Education, Value, and Partnership.
Profile
Social Media
Company News
Facebook
YouTube
Last Transaction
8/11/2024
Financing History
Date
Type
Amount
Management Team
Title
Name
Email & Social
Chief Executive Officer
Bruce Donaldson
Chief Financial Officer
Mitch Leidner
Chief Operating Officer
Ken McGee
Chief Technical Officer
Manish Bhatt
VP - Bus. Development
Robert Tardella
VP - General Counsel
Christina Parker
VP - Human Resources
Heather Peck
VP - Marketing
David McDaniel
VP - Marketing
Denielle Webb
VP - Operations
Heather Ulz
VP - Sales
Chad Blanton
VP - Sales
Jason Jenkins
Company Investors
- SkyKnight Capital
- Dragoneer Investment Group
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