Tech Company Financing Transactions
Simplicity Funding Round
On 8/11/2024, Simplicity landed investment from Dragoneer Investment Group and SkyKnight Capital.
Transaction Overview
Company Name
Announced On
8/11/2024
Transaction Type
Venture Equity
Amount
Unknown
Round
Undisclosed
Proceeds Purpose
Proceeds purposes were not disclosed.
Company Information
Company Status
Private & Independent
Industry
RetailTech
Mailing Address
86 Summit Avenue 303
Summit, NJ 07901
USA
Summit, NJ 07901
USA
Phone
Undisclosed
Website
Email Address
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
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
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