Simplicity Wealth

Simplicity Wealth is a United States-based wealth management platform located in Bountiful, Utah. With a small team of 3 employees, the company generates $2.5 million in annual revenue. Simplicity Wealth offers a comprehensive suite of tools and resources designed to support financial advisors in building and growing their investment advisory businesses. At its core, Simplicity Wealth provides integrated planning solutions that serve as the foundation for effective client management. The platform delivers a seamless client experience, empowering advisors to exceed client expectations. Simplicity Wealth's offerings include turnkey managed portfolios, specialized planning solutions, complete operational support, and competitively priced services. Simplicity Wealth distinguishes itself by providing a holistic approach to wealth management. Their focus on integrated planning, combined with operational support and competitive pricing, allows advisors to streamline their processes, expand their capabilities, and ultimately build a more valuable business. For more information or to learn more about Simplicity Wealth's services, visit their website at simplicitywealth.com.