Simplexity Investment Management

Finance · 1-10 Employees

View Company Info for Free

Overview

Phone Number

(301) 760-4230

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Simplexity Investment Management

Simplexity Investment Management, LLC offers Simply Effective Whole-Life Investment Strategies, focusing on the Simplexity 2-ETF Lifecycle Strategies. Their investment strategies are designed to be institutional quality, rigorously disciplined, and fully diversified across stock and bond markets. They cater to investors of all sizes and stages of the investment lifecycle, with a low annual portfolio management fee of 0.2%. The company targets clients who do not require additional investment advisory services.Explore more
Simplexity Investment Management's Social MediaPopular SearchesSimplexity Investment Management LLCSimplexity Investments LLCSIC Code 62,628NAICS Code 52,523Show more

Simplexity Investment Management Org Chart

PhoneEmail
AR

Founder & President & Portfolio Manager

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Simplexity Investment Management your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Simplexity Investment Management

Compare insights from companies similar to Simplexity Investment Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Simplexity Investment Man...

<$5M
1-10
Private
-
2013
AR
Arturo RodriguezFounder & President & Portfolio Manager
$5.5M
11-50
Private
-
2008
JM
Joseph MarrenPresident, CEO & Chief Information Officer
<$5M
11-50
Private
<$5M
1982
Karl Wellner, President & Chief Executive Officer at Papamarkou Wellner Asset Management
Karl WellnerPresident & CEO
<$5M
1-10
Private
-
1991
JR
Joel RudinChief Operating Officer
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
11-50
Private
-
2005
AP
Alexander PonchakPartner & Chief Financial Officer
<$5M
11-50
Private
-
2013
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Simplexity Investment Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Simplexity Investment Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Simplexity Investment Management.

Simplexity Investment Management Tech Stack

A closer look at the technologies used by Simplexity Investment Management

Top Finance Companies

Frequently Asked Questions Regarding Simplexity Investment Management

What is Simplexity Investment Management's official website?
Simplexity Investment Management's official website is www.simplexityim.com
What is Simplexity Investment Management's Revenue?
Simplexity Investment Management's revenue is <$5 Million
What is Simplexity Investment Management's SIC code?
Simplexity Investment Management's SIC: 62,628
What is Simplexity Investment Management's NAICS code?
Simplexity Investment Management's NAICS: 52,523
How many employees does Simplexity Investment Management have?
Simplexity Investment Management has 1-10 employees
What industry does Simplexity Investment Management belong to?
Simplexity Investment Management is in the industry of: Finance, Securities Trading
What is Simplexity Investment Management competition?
Simplexity Investment Management top competitors include: CoastEdge Partners, Papamarkou Wellner Asset Management, Journey Capital Advisers, Eagle's View Capital Management
What technology does Simplexity Investment Management use?
Some of the popular technologies that Simplexity Investment Management uses are: GoCentral, Microsoft 365, GoDaddy DNS, GoDaddy SSL Certificates
How do I contact Simplexity Investment Management?
Simplexity Investment Management contact info: Phone number: (301) 760-4230 Website: www.simplexityim.com
What does Simplexity Investment Management do?

Simplexity Investment Management, LLC offers Simply Effective Whole-Life Investment Strategies, focusing on the Simplexity 2-ETF Lifecycle Strategies. Their investment strategies are designed to be institutional quality, rigorously disciplined, and fully diversified across stock and bond markets. They cater to investors of all sizes and stages of t... he investment lifecycle, with a low annual portfolio management fee of 0.2%. The company targets clients who do not require additional investment advisory services.Read More

What are Simplexity Investment Management social media links?
Simplexity Investment Management Linkedin page
Is Simplexity Investment Management a public company?
Simplexity Investment Management is private company therefore does not currently have an official ticker symbol
See more information about Simplexity Investment Management

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.