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Simplicity Group Appoints Albert Cohen and Nandha Srinivasan as EVPs of Securities Technology

PRIVATENov 02, 2026
New to company“Prior to joining Simplicity, he held senior leadership role”

Position

Executive Vice President

Company

Simplicity Group Holdings

Nandha Srinivasan
SummitFintech

Description

Simplicity Group has announced the appointment of Albert Cohen and Nandha Srinivasan as EVPs of Securities Technology. They will focus on leading technology growth and enhancing the advisor experience.

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Company Information

Company

Simplicity Group Holdings

Location

Summit, New Jersey, United States

About

Simplicity is the leading partner for advisors, financial institutions, and consumers by delivering the best combination of wealth accumulation and financial protection products that meet the needs of a consumer-oriented holistic financial plan. As one of the fastest growing partnerships in the financial services industry, Simplicity offers an unrivalled array of tools and technologies to grow and protect wealth, which can be accessed through affiliation, outsourcing, or joining the partnership. In an ever-changing environment, Simplicity's commitment to working in our clients' best interest is unwavering and has always been anchored to our commitment to Education, Value, and Partnership.

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Simplicity Group Holdings changed its leadership. Fundz had it the day it was filed, with the decision-maker at the company attached.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.