Simplicity Wealth Revenue, Growth & Competitor Profile

DBA FUTURITY FIRST FINANCIAL CORPORATION
DBA SIMPLICITY FINANCIAL MARKETING HOLDINGS INC.
DBA SIMPLICITY FINANCIAL MARKETING HOLDINGS, INC. DBA SIMPLICITY GROUP
DBA SIMPLICITY GROUP
DBA SIMPLICITY WEALTH LLC

Company Profile & Annual Report for Simplicity Wealth

Access the complete profile.

Simplicity Wealth Fast Facts

Revenue	Over $500 million    See Exact Annual Revenue
Employees	100 - 500Exact Company Size
Primary Industry	52421 Insurance Agencies & Brokers
Additional NAICS Codes	52393 Financial Planning & Investment Advice
Address	86 Summit Ave Ste 303 Summit, NJ 07901

Note: Revenues for privately held companies are statistical evaluations.


Simplicity Wealth's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Simplicity Wealth's annual revenues are Over $500 million (see exact revenue data)
• What industry is the company in?
  • Simplicity Wealth is classified as operating in the Insurance Agencies & Brokers industry, NAICS Code 52421.

Simplicity Wealth Annual Revenue and Growth Rate

Simplicity Wealth	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	Over $500 million Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Simplicity Wealth's revenues are gauged from an analysis of company filings.

Simplicity Wealth's Income Statement (based on Industry Averages)

Simplicity Wealth P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Simplicity Wealth is developing and marketing. Simplicity Wealth's new tradmarks suggest it is investing in R&D and marketing, while expanding into new products or markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
SIMPLICITY DIRECT providing educational information in the field of insurance	05/25/2023
EDUCATION VALUE PARTNERSHIP educational services, namely, arranging and conducting professional training and mentoring programs for life insurance and annuity agents and financial advisors in the fields of life insurance and annuity products, business development, practice management, customer experience, lead generation, branding, estate, tax, and financial and investment planning	06/29/2021
ID INSURANCE DESIGNERS Insurance marketing organization services, namely, providing marketing services in the fields of life insurance, annuities and financial planning	06/25/2015

See all trademarks and details in the Full Report.

Market Share of Simplicity Wealth's Largest Competitors

A competitive analysis shows these companies are in the same general field as Simplicity Wealth, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
SAGEWELL HEALTHCARE BENEFITS TRUST	Pittsburgh, PA	100
LOS ANGELES CITY EMPLOYEES ASSN.	Los Angeles, CA	10
SEQUOIA ONE PEO	Tempe, AZ	5
ARTHUR J. GALLAGHER	Itasca, IL	4
MARSH & MCLENNAN COMPANIES	New York, NY	4
WILLIS NORTH AMERICA	Nashville, TN	3
IOWA BANKERS MORTGAGE	Johnston, IA	3
LOCKTON	Kansas City, MO	2
HUB INTERNATIONAL LIMITED	Chicago, IL	2

Nearby Competitors

These companies are similar in business line and location to Simplicity Wealth. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
U.S. FIRE INSURANCE	Morristown, NJ	100
ZELIS HEALTHCARE	Bedminster, NJ	96
SIMPLICITY WEALTH	Summit, NJ	20
GLOBAL AEROSPACE	Morris Plains, NJ	6
SWYFFT HOLDINGS	Morristown, NJ	6
SAVOY ASSOCIATES	Florham Park, NJ	5

Future Competition: Simplicity Wealth's Fastest Growing Competitors

These companies are in the same general field as Simplicity Wealth and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)