Simplify Wealth
Likely to Engage tag.Highly Engaged Employees

Financial Software · Minnesota, United States · 501-1,000 Employees

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Overview

Headquarters

1000 Nicollet Ave, Minneapolis, Minnesot...

Phone Number

(612) 203-2718

Revenue

$31.4 Million

Industry

Financial Software Software Business Services Project Management Accounting for Legal Practices
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Simplify Wealth

Life Organizer offers a comprehensive estate planning workbook and digital life management tool designed to help families organize important information and protect their future. The product provides step-by-step guidance to ensure that loved ones have clear instructions during stressful times, preventing financial chaos and family disputes. Created by a CPA with 25 years of experience, the tool is available as a downloadable PDF or through a secure online platform. The intended clients are families looking to prepare for unexpected life events and ensure their wishes are carried out effectively.Explore more
Simplify Wealth's Social MediaPopular SearchesSimplify Wealth LLCLife OrganizerLife Organizer - Your online Estate Plan Guide for...Life Organizer OnlineSIC Code 62,628NAICS Code 52,523Show more

Simplify Wealth Org Chart

PhoneEmail
IL
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Client Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Simplify Wealth

$31.4M
501-1,000
Private
-
2000
IL
Isabel LeaClient Manager
$43.2M
201-500
Private
-
-
LL
Lynn LoweryFunding Coordinator
$10.8M
51-200
Private
-
-
JT
Janice TurnerSupervisor, Accounting
$9M
51-200
Private
-
2010
JC
Jeffrey CrownManaging Member
$5.2M
11-50
Private
-
1994
JH
Jenny HubbardRegional Manager
<$5M
1-10
Private
-
2009
CH
Carina HillChief Operating Officer
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Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

Simplify Wealth is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

Simplify Wealth is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Simplify Wealth.

Simplify Wealth Tech Stack

A closer look at the technologies used by Simplify Wealth

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Frequently Asked Questions Regarding Simplify Wealth

What is Simplify Wealth's official website?
Simplify Wealth's official website is www.life-organizer.com
What is Simplify Wealth's Revenue?
Simplify Wealth's revenue is $31.4 Million
What is Simplify Wealth's SIC code?
Simplify Wealth's SIC: 62,628
What is Simplify Wealth's NAICS code?
Simplify Wealth's NAICS: 52,523
How many employees does Simplify Wealth have?
Simplify Wealth has 501-1,000 employees
What industry does Simplify Wealth belong to?
Simplify Wealth is in the industry of: Financial Software, Software, Business Services
What is Simplify Wealth competition?
Simplify Wealth top competitors include: Collins & Collins, Trustlawyer, Meredith, Moulton Wealth Management
What technology does Simplify Wealth use?
Some of the popular technologies that Simplify Wealth uses are: reCAPTCHA, Google Font API, Font Awesome, Linode
How do I contact Simplify Wealth?
Simplify Wealth contact info: Phone number: (612) 203-2718 Website: www.life-organizer.com
What does Simplify Wealth do?

Life Organizer offers a comprehensive estate planning workbook and digital life management tool designed to help families organize important information and protect their future. The product provides step-by-step guidance to ensure that loved ones have clear instructions during stressful times, preventing financial chaos and family disputes. Create... d by a CPA with 25 years of experience, the tool is available as a downloadable PDF or through a secure online platform. The intended clients are families looking to prepare for unexpected life events and ensure their wishes are carried out effectively.Read More

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

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