Simplicity Wealth
Overview
Simplicity Wealth is a wealth management firm that provides comprehensive financial planning and investment solutions to clients. Their services encompass a wide range of asset classes, including fixed income, private equity, real estate, and venture capital, catering to various investment stages such as early stage, growth, late stage, pre-IPO, buyout, turnaround, and distressed investments. The firm focuses on multiple industries, including financial services, technology, healthcare, consumer goods, energy, industrials, telecommunications, media, retail, transportation, utilities, materials, consumer services, financial technology, and biotechnology. With a minimum investment size of $1,000,000 and a maximum of $50,000,000, Simplicity Wealth aims to provide tailored financial strategies to meet the diverse needs of its clients. Their approach emphasizes holistic financial planning, integrating investment and insurance solutions to help clients achieve their financial goals and navigate complex financial landscapes.
Reach Simplicity Wealth directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Simplicity Wealth
What sectors does Simplicity Wealth invest in?
Simplicity Wealth invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Materials, and is based in Bountiful, Utah, United States. Simplicity Wealth is listed as a other in the ConnectSafely investor database.
What stage does Simplicity Wealth invest at?
Simplicity Wealth backs companies at Early Stage, Growth, Late Stage, Pre-IPO, Buyout and Turnaround, writing cheques of 1M - 50M.
Which regions does Simplicity Wealth invest in?
Simplicity Wealth invests across United States.
How do I contact Simplicity Wealth?
Simplicity Wealth's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of the team.
Last updated · Source: ConnectSafely investor database
