SimplyWise

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Simplywise
Private
IndustryPersonal finance technology
Founded2018; 3 years ago (2018)
FounderSam Abbas
HeadquartersNew York,
United States of America
Key people
Sam Abbas (CEO)
ServicesSocial Security benefits
Websitesimplywise.com

Simplywise is an American personal finance technology company founded in New York, New York by CEO Sam Abbas[1] in 2018. The company offers a financial management platform that helps users navigate Social Security benefits to better gain control of their income and savings for retirement.

Products and services

Simplywise offers a proprietary calculator that provides an estimate of eligibility and amounts for different types of Social Security benefits, including retirement benefits, spousal benefits, and survivor benefits. The company uses that information to give you a timeline of your future income, as well as opportunities to better protect that income in retirement.

Simplywise also conducts original research and reports on retirement confidence in the U.S.[2] Its bi-monthly Retirement Confidence Index[3] examines the domestic economic outlook and its effect on the personal finances of retirees and pre-retirees. Their research has been cited in Fox 26, ABC6[4], CNBC, 401K Specialist[5], and Seeking Alpha[6], among others.

Founders and investors

Simplywise was founded in 2018 by Sam Abbas, who serves as CEO. He previously founded Symmetric, a software platform used by some of the largest institutional allocators in the world, including 4 of the top 5 fund of funds[7].

In 2019, Simplywise closed a seed funding round led by QED Investors with participation from Village Global[8]

References

  1. "Sam Abbas - Founder of SimplyWise". ideamensch. Retrieved 2020-08-07.
  2. "SimplyWise Editorial Team Articles". Next Avenue. Retrieved 2020-08-07.
  3. "SimplyWise Retirement Confidence Index". SimplyWise. Retrieved 2020-08-07.
  4. Pagan, Jesse (2020-04-13). "What would it take to get a second round of stimulus checks?". WSYX. Retrieved 2020-08-07.
  5. "Index Reveals Americans' Heightened Worries Around Retirement". 401K Specialist. 2020-07-21. Retrieved 2020-08-07.
  6. Roberts, Lance (2020-07-27). "Retirement Confidence Declined Despite A Surging Market". Seeking Alpha. Retrieved 2020-08-07.
  7. "Start-ups Are Shaking Up the World of Financial Technology". Institutional Investor. Retrieved 2020-04-30.
  8. "SimplyWise". SimplyWise. Retrieved 2020-04-30.

External links

This article "SimplyWise" is from Wikipedia. The list of its authors can be seen in its historical. Articles taken from Draft Namespace on Wikipedia could be accessed on Wikipedia's Draft Namespace.