We are the leading global specialist in empowering wealth businesses around the world to deliver tailored, client centric investment portfolio services with scale.
For over 20 years we have had a sole focus on innovating & delivering solutions to empower our clients to leverage their unique investment propositions by optimally delivering portfolio reviews at scale. It’s all we do. But, it’s just not about the tech. Our digital platform combines world class mathematics, expertise in understanding investment allocation methodologies and deep specialist business, human and industry acumen. Why ‘human’? Our business has been built on the reality that every client is unique: with individual preferences, emotions and biases and not just an account number and balance. Truly customer centric technology like Financial Simplicity needs to be built with this basic premise at its core.
We have decades of experience in delivering financial services technology solutions.
CEO & Founder
Chief Revenue Officer
Head of Product
CTO/Head of Engineering