Simplicity Group
simplicitygroup.com
Actively hiring
Financial Services
As featured in
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Overview
News
Salaries
Products
People
Growth
Offices
Financials
Funding and backers
Total raised
$380.9M
1 round on record
Latest round
$380.9M
Venture round · Dec 2024 · 20 mo ago
Team
201-500
employees, estimated range
The money's age
Due for its next round
20 months since the last round · not hiring
Momentum
15/100
in the news
Last sign of life
this month
a posting or a news item
The story so fareach stage dated by its source: the company's releases, the press, registers, filings
Feb 5
Acquisition Simplicity Group Buys Disability-Insurance Specialist Source Brokerage To Expand Institutional DI Platform · Pulse 2.0
Dec 31, 2024
Raised a round Venture round $380.9M · SEC Form D
Jan 29, 2024
Launched Simplicity Group Unveils WeDYOR: Transforming Due Diligence for Crypto Investments · YahooFinance
2020
Founded
Funding rounds
| Round | Date | Amount | Investors | Source |
|---|---|---|---|---|
| Venture round | Dec 2024 | $380.9M | — | SEC Form D |
Registers and programsofficial lists and records that name the company
| Legal entity | Simplicity Group Holdings, LP | SEC Form D |
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News
Simplicity Group Acquires Whitney And Associates And Altitude Capital Management RIA
Simplicity Group has acquired Whitney and Associates and affiliated Altitude Capital Management RIA, expanding its presence in Des Moines and adding a platform serving independent financial advisors across insurance, wealth management, and marketing.
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September 10, 2026 - Simplicity Group Acquires Whitney and Associates, Expanding Presence in Des Moines as it Welcomes Mitch Whitney and Charles Johnson as the Group's Newest Partners
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August 25, 2026 - Simplicity Acquires Wright Wealth Group, Expanding Estate and Protection Planning Business and Welcomes Eric Wright as its Newest Partner
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August 3, 2026 - Simplicity Acquires Mid-Atlantic Wealth Advisory Group and Welcomes Dennis Maguire and Robert Sayre to the Partnership
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June 29, 2026 - Simplicity Welcomes Bob Muzikowski to the Partnership with the Acquisition of Benefit Planning, Inc.
/PRNewswire/ -- Simplicity Group ("Simplicity") today announced the acquisition of Benefit Planning, Inc. (BPI), a Chicago-based insurance agency focused on...
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Offices
Where the company hires and what each office is for
Cities
1
Hiring now
0
Countries
1
Summit
United States
HQ
Executive Offices
200-500 est. staff
Financials
Total raised
$380.9M
Latest round
Venture - Series Unknown
Funding rounds
1
Funding rounds
| Round | Announced | Amount | |
|---|---|---|---|
| Venture - Series Unknown | 2024 | $380.9M | Details |