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Simplicity Group acquires Whitney and Associates
PRIVATESep 10, 2026•about 2 hours ago
Acquiring Company
Simplicity Group
Acquired Company
Whitney and Associates
Des MoinesMarketing
Description
Simplicity Group has announced the acquisition of Whitney and Associates, expanding its presence in Des Moines, Iowa. The transaction includes the acquisition of Altitude Capital Management RIA, enhancing Simplicity's offerings. Mitchell Whitney and Charles Johnson will join Simplicity as new Partners, aiming to empower independent financial advisors. This acquisition aligns with Simplicity's vision for providing unmatched value and support.
Company Information
Company
Simplicity Group
About
The Simplicity Group is one of the nation's largest and fastest-growing financial product distribution companies, which has had 26 distribution businesses join its partnership. Each of Simplicity's operating businesses is directed by its local management team and benefits from access to Simplicity's group resources. Through partnership with top distribution organizations and technology companies, Simplicity seeks to provide compelling business solutions that will attract the industry's best leadership, talent, advisors, agents, and future partners.
Simplicity supports independent financial advisors and agents across the country with investment, annuity, and life insurance solutions with a focus on client education, consumer value and partnership. For more information about Simplicity, please visit: www.simplicitygroup.com
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Predictive Intelligence
Strategic
ML-powered predictions for Simplicity Group's next move
70% of M&A integrations take 12-24 months to complete
Tech stack consolidation
83% of merged companies consolidate technology vendors within first year
Post-acquisition investment
Companies increase IT spending by 23% on average after acquisitions
Success factor
M&A deals with strong technology integration plans are 2.5x more likely to succeed
Frequently asked
Who acquired Whitney and Associates?
Whitney and Associates was acquired by Simplicity Group. The deal was reported on September 10, 2026. The Simplicity Group is one of the nation's largest and fastest-growing financial product distribution companies, which has had 26 distribution businesses join its partnership. Simplicity Group is privately held.
When did Simplicity Group acquire Whitney and Associates?
Simplicity Group's acquisition of Whitney and Associates was reported on September 10, 2026. Simplicity Group has announced the acquisition of Whitney and Associates, expanding its presence in Des Moines, Iowa. The transaction includes the acquisition of Altitude Capital Management RIA, enhancing Simplicity's offerings. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Whitney and Associates do?
Whitney and Associates is a premier independent marketing organization specializing in annuity, life insurance, and wealth management solutions. It is privately held, operating in Marketing, and is based in Des Moines.
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Des MoinesMarketing