SimplySmart
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
220 Lombard St Apt 214, San Francisco, C...Phone Number
(650) 681-9848Website
www.simplysmartassets.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1
About SimplySmart
SimplySmart Asset Management specializes in diversified yield and income portfolios designed to minimize risk, taxes, and costs. They cater to financially independent investors who seek clarity about their investments. Their approach emphasizes transparency, ensuring clients know what they own, why they own it, and the associated costs. Founded in 2011, SimplySmart focuses on simplifying asset management for busy individuals.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
SimplySmart
<$5M
1-10
Private
-
2011
N/A
Company Profile Activity
Activity Insights
SimplySmart is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
SimplySmart is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about SimplySmart.
SimplySmart Tech Stack
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SimplySmart Asset Management specializes in diversified yield and income portfolios designed to minimize risk, taxes, and costs. They cater to financially independent investors who seek clarity about their investments. Their approach emphasizes transparency, ensuring clients know what they own, why they own it, and the associated costs. Founded in... Read More
