SimplyWise
New York, US · Founded 2018 · Delaware corporation · 5 known investors
SimplyWise builds AI-powered apps for small business owners that automate administrative tasks such as construction cost estimating, receipt tracking, call handling, and mileage capture. Its tools aim to help business owners generate bids and manage business records.
Founders & leadership
SimplyWise was founded in 2018 by Allie Fleder.
AF
Allie FlederinCo-Founder
SA
Simnan AbbasNamed on SEC filing
Board
DK
MB
Investors · 5
Reported raises · per SEC filings
Form D private placements$21.1M disclosed across 3 rounds · 2019–2025
▶$12MraisedOct 2025 · 6 investors · Other TechnologyRule 506(b)
▶$12MraisedOct 2025 · 6 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Simnan AbbasExecutive Officer, Director
- Daniel KimerlingDirector
- Offering amount
- $12M
- Amount sold
- $12M
- First sale
- Oct 2025
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$5.6MraisedJul 2022 · 8 investors · Other TechnologyRule 506(b)
▶$5.6MraisedJul 2022 · 8 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Simnan AbbasExecutive Officer, Director
- Daniel KimerlingDirector
- Offering amount
- $5.6M
- Amount sold
- $5.6M
- Minimum investment
- $18.2K
- First sale
- Apr 2022
- Incorporated
- Corporation, Delaware, 2018
- Federal exemptions
- 06b
▶$3.5MraisedNov 2019 · 3 investors · Other TechnologyRule 506(b)
▶$3.5MraisedNov 2019 · 3 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Matt BurtonDirector
- Simnan AbbasExecutive Officer, Director
- Offering amount
- $3.5M
- Amount sold
- $3.5M
- Minimum investment
- $515K
- First sale
- Oct 2019
- Incorporated
- Corporation, Delaware, 2018
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Founder mafia
2 people who came through SimplyWise went on to found or lead other companies.
Competitors · 4
by search overlapAARP2186 shared keywordsAARP is a membership organization serving people aged 50 and older, offering benefits such as discounts, programs, newsletters, magazines, and community events. It also advocates on issues like Social Security and Medicare and provides resources on health, finances, and daily life.
SmartAsset1945 shared keywordsFisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.
Kiplinger1787 shared keywordsKiplinger is a personal finance and investment media publisher that provides editorial content and advice on investing, taxes, retirement planning, real estate and travel for individual consumers.
Experian1000 shared keywordsExperian offers consumers tools to access their credit report and FICO Score, build credit, and manage money, including credit card matching, bill and subscription negotiation, car insurance comparison, and a digital checking account with debit card. It serves individual U.S. consumers through its app and financial products.
Companies competing with SimplyWise for the same Google search keywords, organic and paid, via search-intersection analysis.
In the news
Frequently asked questions
- What does SimplyWise do?
- SimplyWise builds AI-powered apps for small business owners that automate administrative tasks such as construction cost estimating, receipt tracking, call handling, and mileage capture. Its tools aim to help business owners generate bids and manage business records.
- Who founded SimplyWise?
- SimplyWise was founded by Allie Fleder in 2018.
- Who are SimplyWise's investors?
- SimplyWise's investors include Clocktower Ventures, Deciens, Village Global, XYZ Venture Capital, QED Investors.
- How much funding has SimplyWise raised?
- SimplyWise has disclosed $21.1M raised across 3 rounds.
- Where is SimplyWise headquartered?
- SimplyWise is headquartered in New York, US.