SimpliFi

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

9666 Businesspark Ave Ste 111, San Diego...

Phone Number

(877) 692-6800

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About SimpliFi

SimpliFi (formerly Sigdestad Financial) is a San Diego - based retirement planning firm. Founded in 2005, SimpliFi is an independent, fee-only firm focused on simplifying sophisticated retirement plans for their clients. Certified Financial Planner.Explore more
SimpliFi's Social MediaPopular SearchesSimpliFiSigdestad FinancialSigdestad Financial IncSimpliFi IncSIC Code 62,628NAICS Code 52,523Show more

SimpliFi Org Chart

PhoneEmail
LV
United States flag for contact location.

Director, Account Management SMB

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Compare insights from companies similar to SimpliFi, 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

SimpliFi

<$5M
1-10
Private
-
2005
LV
Lysa VincentDirector, Account Management SMB
$5.9M
11-50
Private
<$5M
1988
Taylor Whelan, Partner. Chief Financial Officer. Chief Ethics and Compliance Officer. Investment Advisor at Whelan Financial
Taylor WhelanPartner. Chief Financial Officer. Chief Ethics and Compliance Officer. Investment Advisor
<$5M
1-10
Private
-
2013
CD
Cheryl Di MarcoPresident & Founder
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesCertified Financial Planner
<$5M
1-10
Private
-
-
Dwight Olson, Chief Executive Officer & President at Olson Investment Advisors
Dwight OlsonCEO & President
<$5M
1-10
Private
-
2004
ST
Sarah TraughberClient Services Associate
<$5M
1-10
Private
-
2016
JB
Jack BiedebachCertified Financial Planner & Lpl Financial Advisor & President
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

SimpliFi is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

SimpliFi Tech Stack

A closer look at the technologies used by SimpliFi

Top Finance Companies

Frequently Asked Questions Regarding SimpliFi

What is SimpliFi's official website?
SimpliFi's official website is www.retiremeasap.com
What is SimpliFi's Revenue?
SimpliFi's revenue is <$5 Million
What is SimpliFi's SIC code?
SimpliFi's SIC: 62,628
What is SimpliFi's NAICS code?
SimpliFi's NAICS: 52,523
How many employees does SimpliFi have?
SimpliFi has 1-10 employees
What industry does SimpliFi belong to?
SimpliFi is in the industry of: Finance, Securities Trading
What is SimpliFi competition?
SimpliFi top competitors include: Stockade Wealth Management, Hull Wealth Management, Century Plan Solutions, Whelan Financial
What technology does SimpliFi use?
Some of the popular technologies that SimpliFi uses are: AudioEye, Squarespace Online Stores, MailerLite, Microsoft 365
How do I contact SimpliFi?
SimpliFi contact info: Phone number: (877) 692-6800 Website: www.retiremeasap.com
What does SimpliFi do?

SimpliFi (formerly Sigdestad Financial) is a San Diego - based retirement planning firm. Founded in 2005, SimpliFi is an independent, fee-only firm focused on simplifying sophisticated retirement plans for their clients. Certified Financial Planner.... Read More

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

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