52
Growth Score
pts
Heat Score
-27 pts
Company Performance Metrics
Score
Trend
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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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1569890
Simplified Financial offers financial planning and retirement plan setup services.
About the Company
Simplified Financial is a financial planning firm that provides services to help individuals organize savings and investment strategies. The company offers guidance on retirement plans, including SEP IRAs, and assists in selecting appropriate financial institutions to serve as trustees. Its services are aimed at helping clients develop and
implement plans to reach their financial goals.
