Simplicitree
Financial Software · North Carolina, United States · 1-10 Employees
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Overview
Headquarters
11610 N Community House Rd Ste 100, Char...Website
www.simplicitreeplan.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Simplicitree
Simplicitree is a financial planning platform designed exclusively for Insight Folios advisors, providing an interactive and user-friendly experience for financial planning. The platform allows advisors to create real-time plans with clients, enhancing client engagement and increasing the likelihood of closing business. With features that simplify complex financial strategies into clear visuals, Simplicitree aims to help advisors save time, build trust, and grow their businesses. Access to Simplicitree is invitation-only, ensuring that only qualified advisors can utilize its services.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Simplicitree
<$5M
1-10
Private
-
2013
N/A
Company Profile Activity
Activity Insights
Simplicitree is experiencing very low activity levels compared to other companies in the Software sector.
What does this means?
Simplicitree is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Simplicitree.
Simplicitree Tech Stack
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Simplicitree is a financial planning platform designed exclusively for Insight Folios advisors, providing an interactive and user-friendly experience for financial planning. The platform allows advisors to create real-time plans with clients, enhancing client engagement and increasing the likelihood of closing business. With features that simplify... Read More
