Simplify Wealth - Crunchbase Company Profile & Funding

Overview

Simplify Wealth

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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About Simplify Wealth

CB Rank

288906

Simplify Wealth specializes in finance, wealth management, risk management, and financial planning solutions.

Founded

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Private

Minneapolis, Minnesota, United States

1-10

simplify-wealth.com

Finance

Risk Management

Wealth Management

Key People

Angela Alvig: Founder, President & Personal CFO

Details

Legal Name

Simplify Wealth LLC

Operating Status

Active

Company Type

For Profit

Founders

Angela Alvig

Phone Number

1 612-418-5966

Contact Email

info@simplify-wealth.com

Diversity Spotlight

Women Founded

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Personal Wealth CFO

Provides financial management, tax planning, risk management, and wealth transfer coordination for clients, ensuring seamless financial operations and oversight.

Outsourced Business Support

Offers financial, tax, administrative, and operational support for businesses, focusing on process assessment, improvement, and implementation during transitions or ongoing operations.