Symplany

Financial Services • Minneapolis, Minnesota, United States • 1-10 Employees

Company overview

Headquarters	Minneapolis, Minnesota, United States
Phone number	+16515605189
Website	symplany.com
NAICS	52
Employees	1-10
Socials

Key Contacts at Symplany

Jeff Landt

Co-Founder

Harrison Bachmann

Director Customer Experience

Symplany Email Formats

Symplany uses 2 email formats. The most common is {first name} (e.g., john@symplany.com), used 57.1% of the time.

Format	Example	Percentage
{first name}	john@symplany.com	57.1%
{first initial}	j@symplany.com	42.9%

About Symplany

At Symplany, we believe plans and portfolios belong together. Our software empowers financial advisors to effortlessly create customized, plan-driven portfolios for each client situation. Traditionally, advisors make investment decisions using outdated methods such as risk tolerance questionnaires. With Symplany, the client’s plan is the basis for their investment decisions, creating inherently compliant portfolios that clients understand and value. This transformative approach to financial planning allows advisors to confidently focus on what matters most: engaging in meaningful conversations about their clients’ financial aspirations and dreams.

Symplany revenue & valuation

Annual revenue	$769,995
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,500,000
Total funding	No funding