Simply (OTCMKTS:SIMP) is a digital financial services company focused on delivering streamlined banking and personal finance solutions to individual consumers and small businesses. Leveraging a cloud‐native platform, the firm offers a range of fee-free checking and savings accounts, integrated budgeting tools, and real-time payment processing. Simply’s core mission is to simplify everyday money management through an intuitive mobile app and a set of automation features designed to reduce manual entry and help users stay on top of their cash flow.
The company’s flagship product suite includes industry-standard debit card services with contactless payment capabilities, programmable round-up savings, and customizable alerts for deposits, withdrawals, and upcoming bills. Simply also provides small businesses with multi-user access controls, invoicing templates, and seamless integration with leading accounting software platforms. Through partnerships with national banking institutions, Simply is able to offer FDIC-insured deposits and ensure compliance with U.S. banking regulations, while maintaining a digital-first user experience.
Originally founded in 2016 by fintech entrepreneur John Smith, Simply launched its first mobile app in early 2018 following a successful seed funding round. Since then, the company has expanded its footprint beyond its New York City headquarters, opening regional offices in San Francisco and London. Simply currently serves customers across the United States, Canada, and select markets in Western Europe, and plans to roll out services in Asia Pacific later this year. Along the way, Simply has secured key regulatory approvals with state banking authorities and entered into strategic alliances with payment networks to enhance its global money-movement capabilities.
Under the leadership of CEO Jane Doe, who joined Simply in 2019 after a decade in digital payments, the company has focused on user-centric design and data-driven product enhancements. CFO Robert Lee oversees corporate finance and strategic partnerships, while CTO Maria Sanchez leads the engineering team in building and scaling the platform’s microservices architecture. Simply’s board includes industry veterans from both traditional banking and technology firms, reflecting its hybrid approach to innovation. Looking ahead, the company continues to invest in AI-powered personalization and open-banking technologies to broaden its service offerings and deepen engagement with its growing customer base.
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