Simplicity Group
Finance · New Jersey, United States · 501-1,000 Employees
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Overview
Headquarters
475 Springfield Ave, Summit, New Jersey,...Phone Number
(800) 201-0224Website
www.simplicitygroup.comRevenue
$515.6 MillionIndustry
ZI Rank: 9
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
6
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6
6
9
9
About Simplicity Group
Simplicity Group is a financial services organization that provides wealth management, insurance, and financial planning solutions to advisors, financial institutions, broker-dealers, and consumers. The company focuses on supporting holistic financial planning by offering a broad range of products and services designed to help clients build, protect, and manage wealth throughout different stages of life. Its offerings include solutions related to guaranteed income strategies, life insurance, long-term care planning, and wealth accumulation, along with operational and business support for financial professionals. Simplicity Group emphasizes a partnership-driven approach built around education, value, and collaboration, helping advisors and institutions strengthen client relationships and grow their businesses.Explore more
Simplicity Group Org Chart
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Activity Insights
Simplicity Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Simplicity Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Simplicity Group.
Simplicity Group Tech Stack
A closer look at the technologies used by Simplicity Group
Most Recent Scoops
Person-Based
Partnership, Acquisitions
Person-Based
Acquisitions
Event
Person-Based
Events, Financial Planning, Compensation & Benefits, Employee Retention, Corporate Strategy, Finance, HR Operations, Tax, Podcast
New Hire
Executive Move
Michael Colon has recently joined the organization as Chief Financial Officer, Simplicity Securities.
Executive Moves, New Hire
Person-Based
Partnership, Sales, Sales Training
Simplicity Group News & Media
Protective Completes Sales of 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 completed the sales of Concourse Financial Group Securities, Inc. (Concourse Securities) and Concourse Financial Group Agency, Inc. (Concourse Agency). Protective closed the asset purchase agreement with Cetera Financial Group (Cetera), which acquired Concourse Securities on February 20, 2025. Protective closed the stock purchase agreeProtective 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 SimpliInnovative 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 aSimplicity 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.
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Simplicity Group is a financial services organization that provides wealth management, insurance, and financial planning solutions to advisors, financial institutions, broker-dealers, and consumers. The company focuses on supporting holistic financial planning by offering a broad range of products and services designed to help clients build, protec... Read More
