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Simplify - About the company

Simplify is a funded company based in New York City (United States), founded in 2015 by Paul Kim. It operates as a Financial advisory & wealth management platform focused on ETFs. The company has 46934 active competitors, including 545 funded and 2176 that have exited. Its top competitors include companies like Dezerv, Deloitte and EY.

Company Details

Financial advisory & wealth management platform focused on ETFs. It allows users to choose from multiple investment products. Features tools for developing financial plans, portfolio strategies, access option-based investments, behaviour & recommendations, and asset allocation tools.
Social
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Email ID
*****@simplify.us
Phone Number
+1 **********
Key Metrics
Founded Year
2015
Location
New York City, United States
Stage
Funding Raised
Investors
Ranked
Employee Count
70 as on Aug 31, 2026
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Simplify's funding and investors

Simplify is a funded company. Simplify has 1 angel investor.

Simplify's founders and board of directors

Founder? Claim Profile
The founders of Simplify is Paul Kim.
Here are the details of Simplify's key team members:

Simplify's employee count trend

Simplify has 70 employees as of Aug 26. Here is Simplify's employee count trend over the years:
Employee count trend for Simplify
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Simplify's Competitors and alternates

Top competitors of Simplify include Dezerv, Deloitte and EY. Here is the list of Top 10 competitors of Simplify, ranked by Tracxn score:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for Dezerv
Dezerv
2021, Mumbai (India), Series C
Wealth management platform offering financial planning and advisory service
$100M
78/100
2nd
Logo for Deloitte
Deloitte
1845, London (United Kingdom), Series B
Provider of audit, consulting, financial advisory, risk management, and tax services
$21.4M
74/100
3rd
Logo for EY
EY
1989, London (United Kingdom), Funding Raised
Provider of professional services including assurance, consulting, strategy, transactions, and tax advisory
-
73/100
4th
Logo for Elm
Elm
1988, Riyadh (Saudi Arabia), Public
Provider of digital products, business solutions, and information technology consulting
-
-
71/100
5th
Logo for ZS
ZS
1983, Evanston (United States), Funding Raised
Provider of strategic and management consulting services
-
69/100
6th
Logo for Warren
Warren
2014, Porto Alegre (Brazil), Series C
Diversified investment management firm
$105M
68/100
7th
Logo for Farther
Farther
2019, New York City (United States), Series D
App-based financial planning and management platform for individuals
$272M
67/100
8th
Logo for Analysys Mason
Analysys Mason
1985, London (United Kingdom), Acquired
Global leaders in TMT management consulting.
$21.6M
67/100
9th
Logo for McKinsey
McKinsey
1926, New York City (United States), Funding Raised
Global management consulting firm
-
67/100
10th
Logo for Hexa
Hexa
2011, Brussels (Belgium), Series B
Sector agnostic accelerator focused on startups
$22M
66/100
105th
Logo for Simplify
Simplify
2015, New York City (United States), Funding Raised
Financial advisory & wealth management platform focused on ETFs
-
-
52/100
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Simplify's Investments and acquisitions

Simplify has made no investments or acquisitions yet.

Reports related to Simplify

Here is the latest report on Simplify's sector:

News related to Simplify

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Media has covered Simplify for a total of 6 events in the last 1 year, 5 of them have been about company updates.
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