
Simply Global assists ambitious individuals in becoming multinational corporations (MNCs) to access tax benefits, liability protection, and financial security comparable to large conglomerates. They facilitate this transformation by providing tools and strategies for wealth optimization, estate planning, and asset protection. The company highlights that being global is no longer exclusive to the ultra-wealthy and mega-corporations. Their services involve corporate structuring and entity creation to optimize taxes, protect assets from legal challenges and creditors, and ensure smooth wealth transfer across generations. They offer a calculator to estimate potential tax savings, drawing parallels with successful MNCs like Apple, JP Morgan, Coco Chanel, and Tiffany. Simply Global aims to empower clients to achieve financial goals, manage risks, and build generational wealth.

Simply Global assists ambitious individuals in becoming multinational corporations (MNCs) to access tax benefits, liability protection, and financial security comparable to large conglomerates. They facilitate this transformation by providing tools and strategies for wealth optimization, estate planning, and asset protection. The company highlights that being global is no longer exclusive to the ultra-wealthy and mega-corporations. Their services involve corporate structuring and entity creation to optimize taxes, protect assets from legal challenges and creditors, and ensure smooth wealth transfer across generations. They offer a calculator to estimate potential tax savings, drawing parallels with successful MNCs like Apple, JP Morgan, Coco Chanel, and Tiffany. Simply Global aims to empower clients to achieve financial goals, manage risks, and build generational wealth.
Founded: 2024 (Lewes, Delaware)
What they do: Wealth management via corporate structuring (entities, trusts, strategic agreements)
Tech: Conversational AI / Generative AI applied to corporate structuring
Funding: At least $87,000 disclosed (two pre-seed rounds in Feb–Mar 2024)
Leadership: Marley Watkins — CEO
Wealth management, tax optimization, asset protection, estate planning, corporate structuring
2024
Wealth management; Artificial Intelligence / Software
$35,000
$52,000