Insights

Integrated Services SIMA offers a consolidated suite spanning Accounting, Employee Benefits, Payroll, Retirement Plans, Technology, and Wealth Management, presenting cross-sell opportunities to existing clients who seek a single partner for multiple financial and operational needs.

SMB Focus With 11-50 employees and services tailored to growth-oriented businesses, SIMA is well-positioned to upsell HR tech, benefits optimization, and scalable retirement planning as client organizations expand.

Tech Stack Leverage Existing usage of cloud and collaboration tools (Microsoft 365/Teams, AWS, WordPress, HubSpot, Shopify) suggests opportunities to introduce advanced financial technology, automation, and analytics offerings that integrate with current systems.

Growth Alignment Recent news around strategic joint ventures in adjacent tech sectors signals potential for SIMA to partner with tech-enabled–finance or fintech ecosystems, enabling joint-solution selling for clients pursuing digital transformation.

Financial Health Signals Revenue range ($50M-$100M) and a positioning as a long-term partner indicate reliability and scalability for mid-market clients seeking ongoing advisory, retirement planning, and wealth management integration within their financial operations.

Similar companies to SIMA

SIMA Tech Stack

SIMA uses 8 technology products and services including Google AdSense, HubSpot Analytics, Amazon Web Services, and more. Explore SIMA's tech stack below.

Media & News

SIMA's Email Address Formats

SIMA uses at least 2 email formats:
SIMA Email FormatsExamplePercentage
First.Last@simafinancialgroup.comJohn.Doe@simafinancialgroup.com
89%
First@simafinancialgroup.comJohn@simafinancialgroup.com
11%

Frequently Asked Questions

What is SIMA's phone number?

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You can contact SIMA's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is SIMA's stock symbol?

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SIMA is a publicly traded company; the company's stock symbol is SIMA.

What is SIMA's official website and social media links?

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SIMA's official website is simafinancialgroup.com and has social profiles on LinkedIn.

How much revenue does SIMA generate?

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As of October 2026, SIMA's annual revenue is estimated to be $50M - $100M.

What is SIMA's NAICS code?

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SIMA's NAICS code is 52 - Finance and Insurance.

How many employees does SIMA have currently?

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As of October 2026, SIMA has approximately 36 employees across 3 continents, including North America, Asia and Europe. Key team members include President: W. T., Director, Events And Supplier Development: H. C. and Controller: S. G. Explore SIMA's employee directory with LeadIQ.

What industry does SIMA belong to?

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SIMA operates in the Financial Services industry.

What technology does SIMA use?

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SIMA's tech stack includes Google AdSense, HubSpot Analytics, Amazon Web Services, WordPress, Shopify, Microsoft 365, Microsoft Teams and Vimeo.

What is SIMA's email format?

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SIMA's email format typically follows the pattern of First.Last@simafinancialgroup.com. Find more SIMA email formats with LeadIQ.

When was SIMA founded?

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SIMA was founded in 1985.
SIMA logo

SIMA

Financial ServicesVirginia, United States11-50 Employees

SIMA is a financial services firm based in Richmond, Virginia. Its offering spans accounting, employee benefits, payroll, retirement plans, technology, and wealth management—six disciplines brought together under one service framework. The company's approach emphasizes a collaborative, consultative relationship intended to reduce complexity, strengthen operations, and provide clearer insight across both business and personal planning. 

SIMA serves both businesses and individuals, offering ongoing guidance and strategies tailored to each client's goals. By integrating these functions, the firm positions itself as an adviser that connects financial and operational needs across organizations and the people they support. The company operates as a small-to-mid-sized firm in the financial services industry, anchored in Richmond, Virginia.

Section iconCompany Overview

Phone number
Stock Symbol
SIMA
NAICS Code
52 - Finance and Insurance
Founded
1985
Employees
11-50

Section iconFunding & Financials

  • $50M - $100M

    SIMA's revenue is estimated to be in the range of $50M - $100M

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