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Simplicity is a New Jersey-based financial marketing organization that offers solutions such as life insurance and retirement planning for insurance and financial advisors... Read more
OverviewCompetitorsAcquisitionsFundingNews & Insights
Simplicity is a New Jersey-based financial marketing organization that offers solutions such as life insurance and retirement planning for insurance and financial advisors... Read more
Simplicity Group President & CEO: Bruce Donaldson

President & CEO

Bruce Donaldson

CEO Approval Rating

90/100

2016

PrivateAcquired by Lee Equity Partners, LLC

Banking, Financial Services and Insurance
Insurance Brokers
7380 NAICS listing

Est. Annual Revenue
$5.0-25M
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Est. Employees
250-500
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Acquisitions
42

News

Acquisition
Mar 26, 2025
Citybizlist
Simplicity Group acquired Brokers Edge for undisclosed amount
Funding
Aug 09, 2024
PR Newswire
Simplicity Group received undisclosed amount in Minority Stake Funding

Simplicity Group Competitors

1Annexus
2Aspire
3Michigan Planners
4F&G
5AEL
6Pershing
7Charles Schwab
8Global Atlantic
9FBL Financial
10TD Ameritrade Institutional
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