Simplify Wealth
Finance · Minnesota, United States · 1-10 Employees
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Overview
Headquarters
18258 Minnetonka Blvd Ste 145, Deephaven...Phone Number
(612) 203-2718Website
www.simplify-wealth.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
1
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About Simplify Wealth
Simplify Wealth is a Virtual Family Office that provides comprehensive wealth management solutions tailored to the unique needs of families. Their services include Personal Wealth CFO, Outsourced Business Support, and Wealth Concierge, all designed to alleviate the administrative burdens associated with wealth preservation and management. With a team of experienced professionals, Simplify Wealth partners with clients and their advisors to implement customized strategies that support their financial goals and legacy. The company is committed to delivering excellence, innovation, and transparency in all its services.Explore more
Simplify Wealth Org Chart
KD
Chief Financial Officer, Personal Wealth
SN
Director, Personal Wealth & Chief Financial O...
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Revenue
Number of Employees
Type
Funding
Founded In
Simplify Wealth
<$5M
1-10
Private
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2015
AA
Angela AlvigFounder & President & Chief Financial Officer, Personal
<$5M
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2011
Company Profile Activity
Activity Insights
Simplify Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Simplify Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Simplify Wealth.
Simplify Wealth Tech Stack
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Simplify Wealth is a Virtual Family Office that provides comprehensive wealth management solutions tailored to the unique needs of families. Their services include Personal Wealth CFO, Outsourced Business Support, and Wealth Concierge, all designed to alleviate the administrative burdens associated with wealth preservation and management. With a te... Read More
