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Wealth Objects

Do you work for Wealth Objects? You can enrich your data with Simple and reach the next generation of client.

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Wealth Objects

Category
Data Aggregation
HQ
United Kingdom

We help Wealth Managers, Investment firms, Banks, Insurance companies, Brokerages, and many others to launch modern digital investing and saving propositions, and to improve their existing platforms using API technology, automation, innovation, and engaging online experience.

Why Family Offices come to Simple

Buying software should be like testing social media, where you log in and check it out if it works for you. Easy and transparent.

Chief Investment Officer

Multi Family Office in the US

Some companies with in depth profiles

WIZE Logo

WIZE by TeamWork

Category
Portfolio Management
HQ
Switzerland

The Swiss all-in-one Wealth & Asset Management solution with an integrated portfolio management system including 100+ custodian automatic feeds for multi-asset consolidated reporting.

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Consolidated Reporting

Addepar

Category
Consolidated Reporting
HQ
United States of America

Addepar is a leading wealth management technology platform for connecting data, technology and people to manage wealth and achieve multigenerational family objectives

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