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
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Frequently Asked Questions
Common questions about Simplify Money's valuation, stock price, and market status.