Insights

AI Investment Platform Sunderland Group is actively developing an AI-augmented investment platform that combines institutional-grade trading infrastructure with human expertise, signaling an opportunity to offer regulated FinTech solutions, data services, and AI-driven advisory tooling to retail investors and advisory networks.

Acquisition Synergy The acquisition by Simplicity Group in 2021 suggests potential cross-sell opportunities with Simplicity’s product suite, channel partners, and distribution reach to expand Sunderland Group’s insurance and investment services to a broader advisor network.

Scale & Partners With an employee base in the small-to-mid market range and a focus on superior service to independent advisors, there is potential to upsell platform integrations, concierge services, and training programs aimed at enhancing advisor productivity and client outcomes.

Regulatory Readiness The emphasis on FCA-compliant investment expertise via WhatsApp highlights a market niche for compliant digital advisory workflows, workflow automation, and secure communications tools suitable for UK retail investors and advisory firms.

Revenue Opportunity Revenue size indicates a substantial market presence within insurance-advisory services, suggesting opportunities for specialized tech solutions, analytics, and back-office automation that improve underwriting support, policy servicing, and advisor enablement.

Sunderland Group, A Simplicity Company Tech Stack

Sunderland Group, A Simplicity Company uses 8 technology products and services including gstatic.com, Font Awesome, OWL Carousel, and more. Explore Sunderland Group, A Simplicity Company's tech stack below.

  • gstatic.com
    Content Delivery Network
  • Font Awesome
    Font Scripts
  • OWL Carousel
    Javascript Libraries
  • Cloudflare Bot Management
    Security
  • Weglot
    Translation
  • Vimeo
    Video Players
  • YouTube
    Video Players
  • Google Search Console
    Web Analytics

Sunderland Group, A Simplicity Company's Email Address Formats

Sunderland Group, A Simplicity Company uses at least 1 format(s):
Sunderland Group, A Simplicity Company Email FormatsExamplePercentage
First@sunderlandgroup.comJohn@sunderlandgroup.com
45%
First.Last@sunderlandgroup.comJohn.Doe@sunderlandgroup.com
31%
FirstL@sunderlandgroup.comJohnD@sunderlandgroup.com
14%
FLast@sunderlandgroup.comJDoe@sunderlandgroup.com
10%

Frequently Asked Questions

What is Sunderland Group, A Simplicity Company's phone number?

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You can contact Sunderland Group, A Simplicity Company's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Sunderland Group, A Simplicity Company's official website and social media links?

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Sunderland Group, A Simplicity Company's official website is sunderlandgroup.com and has social profiles on LinkedIn.

How much revenue does Sunderland Group, A Simplicity Company generate?

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As of July 2026, Sunderland Group, A Simplicity Company's annual revenue is estimated to be $500M - $1B.

What is Sunderland Group, A Simplicity Company's SIC code NAICS code?

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Sunderland Group, A Simplicity Company's SIC code is 4899 - Communications Services, Not Elsewhere Classified NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Sunderland Group, A Simplicity Company have currently?

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As of July 2026, Sunderland Group, A Simplicity Company has approximately 25 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Staff Accountant: K. M.Independent Agent/Broker: S. B.Affiliate Broker: A. S.. Explore Sunderland Group, A Simplicity Company's employee directory with LeadIQ.

What industry does Sunderland Group, A Simplicity Company belong to?

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Sunderland Group, A Simplicity Company operates in the Insurance industry.

What technology does Sunderland Group, A Simplicity Company use?

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Sunderland Group, A Simplicity Company's tech stack includes gstatic.comFont AwesomeOWL CarouselCloudflare Bot ManagementWeglotVimeoYouTubeGoogle Search Console.

What is Sunderland Group, A Simplicity Company's email format?

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Sunderland Group, A Simplicity Company's email format typically follows the pattern of First@sunderlandgroup.com. Find more Sunderland Group, A Simplicity Company email formats with LeadIQ.

When was Sunderland Group, A Simplicity Company founded?

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Sunderland Group, A Simplicity Company was founded in 1968.
Sunderland Group, A Simplicity Company logo

Sunderland Group, A Simplicity Company

InsuranceNorth Dakota, United States11-50 Employees

Sunderland Group operates in the insurance sector and works with independent advisors. Based in Fargo, North Dakota, the firm emphasizes a service- and support-focused approach. It has built a network of advisors who rely on prompt, accurate guidance from its staff.

The company was acquired by Simplicity Group in 2021, integrating it into a larger corporate platform. In 2025 it was reported to be developing an AI-augmented investment platform that combines institutional trading infrastructure with human expertise, delivering on-demand, FCA-compliant investment guidance to retail investors via WhatsApp. This development signals an expansion beyond traditional insurance services while maintaining its Fargo presence within the Simplicity Group ecosystem.

Section iconCompany Overview

Phone number
SIC Code
4899 - Communications Services, Not Elsewhere Classified
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
1968
Employees
11-50

Section iconFunding & Financials

  • $500M - $1B

    Sunderland Group, A Simplicity Company's revenue is estimated to be in the range of $500M - $1B

Section iconFunding & Financials

  • $500M - $1B

    Sunderland Group, A Simplicity Company's revenue is estimated to be in the range of $500M - $1B

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