Led by hallmarks of education, value and partnership, Simplicity Group provides holistic financial professionals and their clients with a comprehensive suite of products and services for every phase of life. Simplicity provides its advisor, agent, broker-dealer, and financial institution partners with best-in-class and proprietary products and operational support in the areas of guaranteed income, life insurance, wealth management, and long-term care. The organization also delivers sales and marketing resources and training to help its partners consistently grow their businesses and serve their clients.
| Website | http://www.simplicitygroup.com |
| Revenue | $515.6 million |
| Employees | 764 (464 on RocketReach) |
| Founded | 2008 |
| Address | 86 Summit Ave, Summit, New Jersey 07901, US |
| Phone | (860) 724-4511 |
| Technologies |
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| Industry | Financial Services, Multi-line Insurance, Marketing, Other Insurance, Sales and Marketing |
| Keywords | Financial Services, Financial Planning, Financial Products, Holistic Financial Planning, Wealth Management, Financial Education, Wealth Preservation, Retirement Solutions, Retirement Planning, Estate Planning, Investment Strategies, Investment Management, Estate Preservation, Advisor Support, Tax Planning, Insurance Services, Agent Services, Life Insurance, Long-Term Care Planning |
| Competitors | Aflac, New York Life, Prudential Financial, Northwestern Mutual, MassMutual, Transamerica, Lincoln Financial Group, American Equity, Genworth, Athene +41 more (view full list) |
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Simplicity Group Questions
The Simplicity Group annual revenue was $515.6 million in 2026.
Erin McCann is the President, Simplicity Wealth of Simplicity Group.
464 people are employed at Simplicity Group.
Simplicity Group is based in Summit, New Jersey.
Top Simplicity Group Employees
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Erin McCann
President, Simplicity Wealth at Simplicity Group
Summit, NJ, US5+5+ -
Kenneth McGee
Chief Operating Officer at Simplicity Group
Summit, NJ, US34 -
Bruce Donaldson
Chief Executive Officer at Simplicity Group
New York, NY, US45 -
Mitchell Leidner
Chief Financial Officer at Simplicity Group
New York, NY, US35 -
5+5+
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25+
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Scott Raider
Chief Compliance Officer at Simplicity Group
Encinitas, CA, US23 -
Nathan Lee
VP of Technology Solutions at Simplicity Group
Mount Pleasant, SC, US25+
