Simon Quick Advisors - About the company
Simon Quick Advisors is an unfunded company based in Morristown (United States), founded in 2004. It operates as a Provider of financial advisory services. Simon Quick Advisors has not raised any funding yet. The company has 3790 active competitors, including 42 funded and 296 that have exited. Its top competitors include companies like Wolters Kluwer, MassMutual and Ascensus.
Company Details
- Website
- simonquickadvisors.com
- Email ID
- *****@simonquickadvisors.com
- Phone Number
- +1 **********
Key Metrics
Founded Year
2004
Location
Morristown, United States
Stage
Unfunded
Ranked
27th among 3790 active competitors
Employee Count
105 as on Jul 31, 2026
Investment & Acquisitions
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Simon Quick Advisors's funding and investors
Simon Quick Advisors has not raised any funding rounds yet.
Simon Quick Advisors' founders and board of directors
Founder? Claim ProfileSimon Quick Advisors' employee count trend
Simon Quick Advisors has 105 employees as of Jul 26. Here is Simon Quick Advisors's employee count trend over the years:
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Simon Quick Advisors's Competitors and alternates
Top competitors of Simon Quick Advisors include Wolters Kluwer, MassMutual and Ascensus. Here is the list of Top 10 competitors of Simon Quick Advisors, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Wolters Kluwer 1836, Alphen Aan Den Rijn (Netherlands), Public | Provider of software, information, and service solutions for professional industries | - | 75/100 | |
2nd | MassMutual 1851, Springfield (United States), Funding Raised | Mutual life insurance company | - | 72/100 | |
3rd | Ascensus 1980, Dresher (United States), Acquired | Tax-advantaged savings solutions and strategic technology partnerships for financial institutions and governments | - | 66/100 | |
4th | Jackson 1961, Lansing (United States), Public | Retirement based investment management firm | $510M | 66/100 | |
5th | Pacific Life 1868, Newport Beach (United States), Late Stage | Insurance company | $2.11B | - | 65/100 |
6th | Point Digital Finance 2015, Palo Alto (United States), Series C | Online home equity loans platform | $246M | 64/100 | |
7th | Voya Financial 1999, New York City (United States), Public | Provider of pension fund for the employees based out of the US | - | - | 64/100 |
8th | American Family Insurance 1927, Madison (United States), Funding Raised | Personal & business insurance provider | - | - | 63/100 |
9th | Kroll 1932, New York City (United States), Acquired | Provider of financial and risk advisory solutions | - | 63/100 | |
10th | Athene 2009, West Des Moines (United States), Acquired | Retirement services provider | $1.13B | 62/100 | |
27th | Simon Quick Advisors 2004, Morristown (United States), Unfunded | Provider of financial advisory services | - | - | 49/100 |
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Simon Quick Advisors's Investments and acquisitions
Simon Quick Advisors has acquired Red Hook Management. Simon Quick Advisors has not made any investments as of now.Reports related to Simon Quick Advisors
Here is the latest report on Simon Quick Advisors's sector:
News related to Simon Quick Advisors
Media has covered Simon Quick Advisors for a total of 46 events in the last 1 year, 45 of them have been about company updates and 1 about people movement.
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Apple Inc. $AAPL Shares Purchased by Simon Quick Advisors LLCMarketBeat•May 26, 2026•Apple, Simon Quick Advisors
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Simon Quick Advisors LLC Acquires Shares of 974,807 Sabre Corporation $SABRMarketBeat•Apr 27, 2026•Simon Quick Advisors, Sabre
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Simon Quick Advisors LLC Raises Stock Holdings in Caterpillar Inc. $CATMarketBeat•Apr 26, 2026•Simon Quick Advisors, Caterpillar
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VCI Wealth Management LLC Raises Stock Position in Bank of America Corporation $BACMarketBeat•Dec 26, 2025•, Bank of America, Simon Quick Advisors, Adams Funds and 2 others
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