Simplify Money
PrivateLast Round
Grant
Apr 5, 2025
Total Funding Raised
$1,200
Company Overview
Simplify Money is a fintech company that provides an AI-powered personal finance platform for budgeting, expense tracking, and goal-based financial planning.
Sector
FinTech
Verticals
Personal Finance, Wealth Management, NLP & Conversational AI, Accounting & Expense
Business Model
B2C
Customer Profile
Freemium, Marketplace Commission, Subscription SaaS, Usage-Based SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Simplify Money Comparables
Compare Simplify Money with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Lunchbrake Classic Private Limited | 84% | |
| Invsify Technologies Private Limited | 77% | |
| Wally | 72% |
Simplify Money Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Grant | Apr 5, 2025 |
Key People
Founding team and executive leadership
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 22, 2026
Grew 25% QoQ, from 16 to 20 employees.
- Apr 1, 2026
Grew 19% QoQ, from 16 to 19 employees.
Simplify Money Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Simplify Money's valuation, stock price, and market status.
Is Simplify Money a public or private company?
Simplify Money is a private company.
What is the current stock price of Simplify Money?
Simplify Money is a private company with no public stock price. No recent secondary market data is available.
How much is Simplify Money worth (valuation)?
Valuation information for Simplify Money is not publicly available.
Can I buy Simplify Money stock?
Simplify Money shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was Simplify Money's last funding round?
Simplify Money's most recent funding round was Grant on April 5, 2025.
Who are the main investors in Simplify Money?
Investor information for Simplify Money is not publicly disclosed.
Will Simplify Money IPO soon?
No public IPO plans have been announced for Simplify Money.
How can I track Simplify Money secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Simplify Money's secondary market activity and sign up for updates.