Simplify Wealth

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

18258 Minnetonka Blvd Ste 145, Deephaven...

Phone Number

(612) 203-2718

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 3
Signal Type
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ZI Rank
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About Simplify Wealth

Simplify Wealth helps clients manage the complexities of their wealth. We act as our clients family office, proactively managing the details of their financial lives.Explore more
Simplify Wealth's Social MediaPopular SearchesSimplify Wealth LLCSimplify WealthSimplifyingwealthSIC Code 62,628NAICS Code 52,523Show more

Simplify Wealth Org Chart

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United States flag for contact location.

Founder & President & Chief Financial Officer...

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United States flag for contact location.

Director, Personal Wealth & Chief Financial O...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Simplify Wealth

<$5M
1-10
Private
-
2015
AA
Angela AlvigFounder & President & Chief Financial Officer, Personal
<$5M
1-10
Private
-
1998
JK
Justin KuntzManaging Director, Wealth Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2011
KC
Keri CruzDirector of Impressions, Administrative Assistant
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2011
LK
Lori KaestnerSenior Administrative Legal Assistant
<$5M
1-10
Private
-
1986
MW
Melissa WeberChief Operating Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High 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

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.simplify-wealth.com
What is Simplify Wealth's Revenue?
Simplify Wealth's revenue is <$5 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 1-10 employees
What industry does Simplify Wealth belong to?
Simplify Wealth is in the industry of: Finance, Securities Trading
What is Simplify Wealth competition?
Simplify Wealth top competitors include: Copper Canyon Wealth Management, Focus Financial Network, Ironhorse Wealth Management, Bay Harbor Wealth Management
What technology does Simplify Wealth use?
Some of the popular technologies that Simplify Wealth uses are: Cloudflare CDN, Squarespace Online Stores, Adobe Typekit, Google Font API
Who is the CFO of Simplify Wealth?
Simplify Wealth's CFO is Angela Alvig
How do I contact Simplify Wealth?
Simplify Wealth contact info: Phone number: (612) 203-2718 Website: www.simplify-wealth.com
What does Simplify Wealth do?

Simplify Wealth helps clients manage the complexities of their wealth. We act as our clients family office, proactively managing the details of their financial lives.... 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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