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Simplicity Group

Finance · New Jersey, United States · 1,000 Employees

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About

Headquarters

86 Summit Ave Ste 303, Summit, New Jersey, 0790...

Phone Number

(860) 724-4511

Revenue

$515.6 Million

Industry

Investment Banking Finance

Most Recent Scoops

Oct 9 2024
Hiring Plans
Simplicity Group is hiring in Operations for the first time in 12 months.
Oct 9 2024
Mergers & Acquisitions (M&A)
Simplicity Group has entered into an agreement to acquire Concourse Financial Group Agency.
See all scoops

Who is Simplicity Group

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, Simplicitys commitment to working in our clients best interest is unwavering and has always been anchored to our commitment to Education, Value, and Partnership.Explore more
Simplicity Group's Social MediaPopular SearchesSimplicity Financial Marketing Holdings IncSimplicity Financial MarketingSimplicity GroupSimplicity Group LLCSimplicity Financial Distributors IncSIC Code 62,621NAICS Code 52,523Show more

Simplicity Group Org Chart

PhoneEmail
Heather Peck
Heather Peck

Chief Human Resources Officer

PhoneEmail
Mitchell Leidner
Mitchell Leidner

Chief Financial Officer

PhoneEmail

PhoneEmail

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Simplicity Group Employee Growth Rate

Graph showing projected employee growth data for Simplicity Group

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Simplicity Group Tech Stack

A closer look at the technologies used by Simplicity Group

WooCommerce

By

Automattic
WordPress.org

By

Automattic
Optimizely

By

Optimizely
PHP

By

PHP
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Most Recent Scoops

Oct 9 2024
Hiring Plans
Simplicity Group is hiring in Operations for the first time in 12 months.
Hiring Plans
Oct 9 2024
Mergers & Acquisitions (M&A)
Simplicity Group has entered into an agreement to acquire Concourse Financial Group Agency.
Mergers & Acquisitions, Acquisitions, Mergers
Jan 19 2024
Mergers & Acquisitions (M&A)
Simplicity Group has entered into an agreement to acquire Designs In Life Insurance Marketing.
Dec 7 2023
Promotion
Executive Move
Heather Ulz, Partner, has been promoted to Executive Vice President.
Oct 23 2023
Mergers & Acquisitions (M&A)
See more scoops

Simplicity Group News & Media

  • Protective Announces Agreements to Sell Concourse Financial Group Securities and Concourse Financial Group Agency

    BIRMINGHAM, Ala.--(BUSINESS WIRE)--Protective Life Corporation (Protective), a U.S. subsidiary of Dai-ichi Life Holdings, Inc. (TSE:8750), today announced it has reached agreements to sell Concourse Financial Group Securities, Inc. (Concourse Securities) and Concourse Financial Group Agency, Inc. (Concourse Agency). Protective has entered into an asset purchase agreement with Cetera Financial Group (Cetera), which plans to acquire Concourse Securities, and a stock purchase agreement with Simpli
    Oct 8, 2024
    www.businesswire.com

  • Innovative Topsider Fixed Indexed Annuity Launched by Oceanview Life and Annuity Company and Simplicity Group

    DENVER & SUMMIT, N.J.--(BUSINESS WIRE)--Oceanview Life and Annuity Company, a leader in innovative retirement solutions, and Simplicity Group (“Simplicity”), a leading financial products distribution company, today announced the launch of the Oceanview Topsider Fixed Indexed Annuity (Topsider FIA). The Topsider FIA is designed to provide clients with enhanced growth potential while maintaining the principal protection that is a hallmark of fixed indexed annuities. The Topsider FIA introduces a
    Sep 12, 2024
    www.businesswire.com

  • Simplicity Receives Investment from SkyKnight and Dragoneer

    Simplicity, a Summit, NJ-based financial products distribution firm, received an investment from SkyKnight Capital and Dragoneer. Additional terms of the transaction, which is expected to close by the end of 2024 subject to regulatory approvals, were not disclosed. As part of the transaction, Dragoneer and SkyKnight will invest equity in Simplicity to provide a liquidity […] The post Simplicity Receives Investment from SkyKnight and Dragoneer appeared first on FinSMEs.
    Aug 11, 2024
    www.finsmes.com

  • Simplicity Partners with M&O Marketing

    Simplicity Group today announced that it has partnered with M&O Marketing, a leading independent insurance marketing organization in the fixed... Read More The post Simplicity Partners with M&O Marketing appeared first on citybiz.
    Mar 21, 2024
    www.citybiz.co
Read more news

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Frequently Asked Questions Regarding Simplicity Group

Where is Simplicity Group located?
Simplicity Group's headquarters are located at 86 Summit Ave Ste 303, Summit, New Jersey, 07901, United States What is Simplicity Group's phone number?
Simplicity Group's phone number is (860) 724-4511 What is Simplicity Group's official website?
Simplicity Group's official website is www.simplicitygroup.com What is Simplicity Group's Revenue?
Simplicity Group's revenue is $515.6 Million What is Simplicity Group's SIC code?
Simplicity Group's SIC: 62,621 What is Simplicity Group's NAICS code?
Simplicity Group's NAICS: 52,523 How many employees does Simplicity Group have?
Simplicity Group has 1,000 employees What industry does Simplicity Group belong to?
Simplicity Group is in the industry of: Investment Banking, Finance What is Simplicity Group competition?
Simplicity Group top competitors include: CJ Affiliate, F&G Annuities & Life, Futurity First Insurance Group, National Western Life Group What companies has Simplicity Group acquired?
Simplicity Group has acquired the companies: Sunderland Group, Dempsey Companies, Beacon Financial, Financial Professionals Group What technology does Simplicity Group use?
Some of the popular technologies that Simplicity Group uses are: WooCommerce, WordPress.org, Optimizely, PHP Who is the CFO of Simplicity Group?
Simplicity Group's CFO is Mitchell Leidner How do I contact Simplicity Group?
Simplicity Group contact info: Phone number: (860) 724-4511 Website: www.simplicitygroup.com What does Simplicity Group do?

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 unrival... led 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, Simplicitys commitment to working in our clients best interest is unwavering and has always been anchored to our commitment to Education, Value, and Partnership.Read More

 What are Simplicity Group social media links?
Simplicity Group Linkedin page Simplicity Group Twitter page Simplicity Group Facebook page Is Simplicity Group a public company?
Simplicity Group is private company therefore does not currently have an official ticker symbol
See more information about Simplicity Group

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