Insights

Independent broker-dealer Positioned as an independent broker-dealer for Simplicity Group with partner-focused design, presenting an opportunity to offer BGA and advisor-focused technology, CRM, and marketing automation to streamline partner onboarding and growth.

Financial services scale Mid-market to small-cap financial services firm with 51-200 employees and revenue in the 50 to 100 million range, suggesting a need for scalable tools, enhanced marketing operations, and cost-effective compliance solutions.

Tech stack leverage Current tech stack includes Salesforce Marketing Cloud Account Engagement, Google Tag Manager, Bootstrap, and other web tools, highlighting opportunities to upsell data integration, marketing automation enhancements, and analytics consulting.

Growth and visibility Recent news mentions industry recognition for Leaders Group and leadership appointments, implying a growth trajectory and openness to strategic partnerships, tech upgrades, and client experience improvements.

Industry peers Operates in a competitive landscape with large incumbents (MassMutual, Schwab, Northwestern Mutual, Fidelity, LPL, Primerica, Edward Jones), signaling an opportunity to differentiate through partner-centric services, compliance efficiency, and tailored advisor enablement solutions.

Similar companies to Simplicity Investments, Inc.

MassMutual
12K$10B+
Charles Schwab
35K$10B+
Northwestern Mutual
38K$10B+
Fidelity Investments
85K$10B+
LPL Financial
15K$10B+
Primerica
18K$10B+
Edward Jones
46K$10B+

Simplicity Investments, Inc. Tech Stack

Simplicity Investments, Inc. uses 8 technology products and services including WordPress, Salesforce, Google Workspace, and more. Explore Simplicity Investments, Inc.'s tech stack below.

WordPress
Content Management System
Salesforce
Customer Relationship Management
Google Workspace
Email
Pardot
Marketing
Really Simple Discovery
Miscellaneous
Vimeo
Video Players
Google Analytics
Web Analytics
RankMath SEO
Web Platform Extensions

Media & News

Simplicity Investments, Inc.'s Email Address Formats

Simplicity Investments, Inc. uses at least 4 email formats:

Simplicity Investments, Inc. Email Formats	Example	Percentage
First@leadersgroup.net	John@leadersgroup.net	80%
First.Last@leadersgroup.net	John.Doe@leadersgroup.net	13%
FirstL@leadersgroup.net	JohnD@leadersgroup.net	6%
F.Last@leadersgroup.net	J.Doe@leadersgroup.net	1%

Frequently Asked Questions

What is Simplicity Investments, Inc.'s phone number?

You can contact Simplicity Investments, Inc.'s main corporate office by phone at

+1-303-797-****

. 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 Simplicity Investments, Inc.'s official website and social media links?

Simplicity Investments, Inc.'s official website is simplicity-investments.com and has social profiles on LinkedIn.

How much revenue does Simplicity Investments, Inc. generate?

As of August 2026, Simplicity Investments, Inc.'s annual revenue is estimated to be $50M - $100M.

What is Simplicity Investments, Inc.'s NAICS code?

Simplicity Investments, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Simplicity Investments, Inc. have currently?

As of August 2026, Simplicity Investments, Inc. has approximately 98 employees across 2 continents, including North America and Europe. Key team members include President: E. G., President: K. O. and President: W. G. Explore Simplicity Investments, Inc.'s employee directory with LeadIQ.

What industry does Simplicity Investments, Inc. belong to?

Simplicity Investments, Inc. operates in the Financial Services industry.

What technology does Simplicity Investments, Inc. use?

Simplicity Investments, Inc.'s tech stack includes WordPress, Salesforce, Google Workspace, Pardot, Really Simple Discovery, Vimeo, Google Analytics and RankMath SEO.

What is Simplicity Investments, Inc.'s email format?

Simplicity Investments, Inc.'s email format typically follows the pattern of First@leadersgroup.net. Find more Simplicity Investments, Inc. email formats with LeadIQ.

When was Simplicity Investments, Inc. founded?

Simplicity Investments, Inc. was founded in 1994.

Simplicity Investments, Inc.

Q: How many employees does Simplicity Investments, Inc. have currently?

Simplicity Investments, Inc. has approximately 98 employees.

Q: What technology does Simplicity Investments, Inc. use?

Simplicity Investments, Inc.'s tech stack includes RankMath SEO, JSON-LD, Google Tag Manager, parallax.js, Choices.

Q: What is Simplicity Investments, Inc.'s NAICS code?

Simplicity Investments, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesNew Jersey, United States51-200 Employees

Simplicity Investments, Inc. operates as the independent broker-dealer for the Simplicity Group, delivering a partner-focused model grounded in decades of ongoing commitment to partner success. The firm works with business development organizations, registered representatives, independent agents, and hybrid advisors, offering commission-based programs designed to help build client bases while providing client protection solutions. Based in Summit, New Jersey, it operates in the financial services sector as a mid-sized broker-dealer that supports a network of partner professionals. The company is a member of FINRA and SIPC, reflecting its regulatory standing within the U.S. securities market.