# Simplicity

Simplicity is a Bank / Wealth / Trust based in Summit, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Summit, United States
- **Region:** North America
- **Address:** 475 Springfield Ave, Summit, NJ 07901
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** simplicitysolutions.com
- **LinkedIn:** https://www.linkedin.com/company/simplicity-solutions-net

## Regulatory record

- **Reports private funds:** No

## About

Simplicity was founded in 2016 and operates as a financial products distribution partnership, serving independent agents, banks, broker-dealers, and RIAs. The firm is not a traditional family office or a single-owner practice; it is an employee-owned platform that consolidates independent advisory and distribution businesses. The firm's strategy revolves around distributing wealth-accumulation and financial-protection products — principally insurance and annuity contracts — through a multi-channel network of affiliates, outsourced partners, and internal advisors. Simplicity frames its advice around six risk considerations: longevity, liquidity, inflation, market, mortality, and taxes. The platform's 2024 specialty-care partnership with Protected Tomorrows extends its distribution into financial planning for families with special-needs dependents, augmenting its core insurance and retirement-income lines. Simplicity has completed over 65 acquisitions since inception and added more than 200 shareholder-partners in the past eight years. Its executive headquarters is in Summit, New Jersey, while its original base and registered presence traces to Minneapolis. No AUM is publicly disclosed, and deployment figures are unavailable outside the firm. Structurally, Simplicity operates as a partnership — not a PE-backed aggregator. Its competitive posture is built on a culture of employee-ownership, where partner-led offices maintain local branding while accessing centralized product, technology, and compliance infrastructure. The partnership's acquisition motion, grounded in converting advisory business owners into Simplicity shareholders, is what sets it apart from conventional broker-dealer networks.

## Sectors

- Insurance
- Wealth Management

## Questions

### What is Simplicity's core business?

Simplicity distributes wealth-accumulation and financial-protection products — principally insurance, annuities, and retirement-income solutions — through independent agents, banks, broker-dealers, and RIAs. The platform also offers financial-planning tools built around six risk considerations: longevity, liquidity, inflation, market, mortality, and taxes.

### Does Simplicity disclose assets under management or deployment figures?

No. Simplicity does not publicly report AUM, assets under administration, or total deployment. The only disclosed operational metric is the number of acquisitions — over 65 since 2016 — alongside a partner count exceeding 200 shareholder-partners.

### Who runs investment decisions at Simplicity?

Simplicity has not publicly identified a named CIO, CEO, or individual investment-leadership roster. The firm's website references a 'strong and diverse leadership team' that forms the core of the partnership, but no names, bios, or investment-committee details are disclosed on its public-facing pages.

### What is the Protected Tomorrows partnership?

Protected Tomorrows is a specialist planning practice focused on families caring for individuals with special needs. Simplicity joined forces with Protected Tomorrows to extend its distribution network into special-needs financial planning, integrating Protected Tomorrows' planning capabilities into the Simplicity product and advisory ecosystem.

## Related profiles

- [Simplex Ventures](https://altss.com/profile/simplex-ventures)
- [Simplicity Wealth](https://altss.com/profile/simplicity-wealth)

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Last updated: 2026-06-03T20:00:00.000Z

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