Simplify logo

Simplify

Est. 2020·
🇺🇸
United States
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ETF
Last verified Oct 22, 2026
Founded
2020
src: company records
Company Type
Private
src: 21Rates
Regulatory License
SEC RIA (Simplify Asset Management Inc.; CRD #309535; SEC #801-119255)
src: SEC IAPD — SIMPLIFY ASSET MANAGEMENT INC. · as of Oct 21, 2026

About Simplify

Simplify Asset Management is a New York-based ETF provider specializing in options-based and alternative strategies. The Simplify US Equity PLUS Bitcoin Strategy ETF (SPBC) combines broad US equity exposure with a Bitcoin futures allocation, offering a blended approach for investors who want Bitcoin exposure within a diversified portfolio.

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Key Facts

Verified data
Regulatory License
Regulatory license or charter held by the company (e.g. NYDFS Trust Charter, BitLicense)

Is Simplify safe?

Regulatory License
SEC RIA (Simplify Asset Management Inc.; CRD #309535; SEC #801-119255) · As of Oct 21, 2026 Source

Leadership

Paul Kim logo
Paul Kim
CEO & Cofounder
David Berns, PhD logo
David Berns, PhD
CIO & Cofounder
in ↗
Fiona Ho, CFA logo
Fiona Ho, CFA
Chief Operating Officer
in ↗
John Ryu logo
John Ryu
Chief Financial Officer
in ↗
Shailesh Gupta logo
Shailesh Gupta
CIO, Structural Alpha & Managing Partner
in ↗
Paisley Nardini, CFA, CAIA logo
Paisley Nardini, CFA, CAIA
Managing Director, Head of Multi-Asset Solutions
in ↗
Michael Green, CFA logo
Michael Green, CFA
Portfolio Manager, Chief Market Strategist
in ↗

Services

As of Oct 25, 2026 · Source

TickerSPBC

Recent Reviews

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Company Details

Year formed2020
HQ countryUnited States
Founded inNew York, NY

Data Provenance

✓Facts verified by 21Rates research · Oct 22, 2026
✓1 sources cited on this page
21rates.com/companies/914/simplify · structured data: Organization · Person ×7 · VideoObject ×1

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