Simple Financial Revenue

Financial Services • West Jordan, Utah, United States • 1-10 Employees

Simple Financial revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at Simple Financial

Laura Bone

Director

Company overview

Headquarters	6671 S Redwood Rd, STE 200, West Jordan, Utah 84084, US
Website	simplefinancial.com
NAICS	52
Keywords	Business Consulting, Economics, Budgeting, Asset Protection, Estate Planning, Annuities, Retirement Planning, Risk Management, Tax Planning, Defined Benefit Plans, Funding, Cash Flow Management, Insurance Planning, Group Benefits, Asset Allocation, Debt Management, Defined Contribution Plans, Financial Reviews, Benefits Strategy, Income Allocation
Founded	2023
Employees	1-10

About Simple Financial

Simple Financial LLC is a comprehensive financial planning firm dedicated to providing personalized and proactive financial guidance to individuals, families, and businesses. With a team of experienced financial advisors and a commitment to transparency, Simple Financial LLC offers a wide range of financial services, including retirement planning, investment management, tax planning, estate planning, and insurance services. Their approach is focused on building long-term relationships with clients, understanding their unique needs and goals, and developing customized financial strategies to help them achieve financial success. By providing clear, simple, and actionable advice, Simple Financial LLC empowers clients to make informed financial decisions and take control of their financial future. Let's keep it SIMPLE.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Simple Financial has never raised funding before.

Simple Financial Tech Stack

Discover the technologies and tools that power Simple Financial's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

HighLevel

CRM

Vue.js

JavaScript frameworks

Google Ads

Advertising

GoDaddy

Hosting

Nuxt.js

JavaScript frameworks

Open Graph

Miscellaneous

VideoJS

Video players

libphonenumber

JavaScript libraries

Google Ads Conversion Tracking

Analytics

Tailwind CSS

UI frameworks

Google Cloud

IaaS

Frequently asked questions

Simple Financial is located in West Jordan, Utah, US.

Simple Financial generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

Simple Financial has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Simple Financial was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

Simple Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Simple Financial

Laura Bone

Director

4.8

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