Family offices leverage our data, products, and services to create a better tomorrow.
At Simple, we believe wealth has the power to shape a better tomorrow. As the leading family office data company, we help wealth owners and professionals unlock their full operational potential with innovative products and services that empower informed decision-making and purposeful investing. By grounding operations in clear values and asking the right questions, we help family offices build resilient, long-term strategies. Our platform integrates curated insights, expert connections, and tools like Vertical AI Agents to automate tasks and generate actionable insights, turning data into a catalyst for positive, lasting change.
We are your strategic partners and ecosystem orchestrators, delivering real-time insights, data-driven learning, and actionable support, while making the right connections and matching you with the experts and resources to drive impactful decisions.
We help you ask the right questions about the key business areas affecting family offices and the private wealth owners that they work with. We offer realtime insights that allow you to think ahead on the issues that really matter. We know that the family office sector is fragmented. That’s why we work to build consensus and capacity amongst our network of experts.
We help you align on the ‘why’ and the ‘how’, bringing new perspectives thinking to existing problems. By building in-house resilience, we allow you to overcome some of the greatest challenges family offices face today: from cybersecurity to environmental concerns. We take a strong view on operational factors and provide you with the toolkit to professionalize your organization.
Our Values
A NEW WEALTH OWNER
The largest generational transition of wealth is happening and the new generation requires different working methods, more transparency and new ways of support.
DIGITAL IS A HYGIENE FACTOR
The trust in digital solutions is stronger than ever before. Technology is in the foundation of every operation and enables scalable best practices.
RETURNS BEYOND FINANCIAL
Transparency and knowledge has provided room for new considerations about investment. Making impact and thinking about tomorrow is embedded in the day to day.
A GLOBAL PERSPECTIVE
Global accessibility and connectivity provides opportunity and new perspectives. Working across borders is normalised and embraced.
Simple Team
Our team members help wealth owners use their capital to create the world they would like to live in.
FAQ
What is Simple?
Simple is a platform that provides resources, insights, and tools tailored for family offices and wealth owners to help them navigate the complexities of wealth management and family office operations.
What services does Simple offer?
Simple offers a range of services, including family office advisory, wealth management insights, technology reviews, and a comprehensive directory of vetted multi-family offices, softwares, and service providers. We also host webinars and events to help educate and connect professionals in the family office space.
How can Simple help my family office?
Simple provides access to expert advice, industry insights, and technology solutions designed to optimize family office operations. Whether you are looking to streamline processes, understand market trends, or find the right service providers, Simple offers resources and guidance to support you.
How can I join the Simple community?
You can join the Simple community by creating a complimentary account here: https://andsimple.co/registration/ Your complimentary Core Membership grants you access to premium content, including detailed reports, reviews, and the latest industry insights. Members are also welcome to participate in exclusive events and webinars.
