Insight
Analysis, opinion, and expert commentary on the trends shaping family offices today.
27 insights for “WealthTech”

Two-thirds of family offices want to integrate AI into their wealth reporting, yet only 29%…
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In tech, shipping out new features fast is standard practice. But it doesn't necessarily mean…

Tomas Petky, CEO of PetakSys, shares insights into why optimising processes before adopting new technology…

In this article, we explore how Copia Wealth’s purpose-built AI platform, Deal Space, brings speed,…

This article, in partnership with FundCount, explains how a unified platform can consolidate accounting, partnership…

Exploring how Masttro Intelligence helps family offices move beyond aggregation, turning complex data into clear,…

Simple spoke with Mihir Parekh, Managing Director of WealthSpectrum (Applied Software Pvt Ltd), to get…

Simple sat down with Litan Yahav, co-founder and CEO, to find out how the platform…

This article encourages family offices to explore platforms that offer a unified accounting solution for…

Simple’s Strategic Partnership Lead, Jimmy Otterdijks, shares his candid take on AI for family offices.…

In this article, Simple speaks with Canopy’s CEO, Mu Chen, to gain first-hand insight into…

This article examines why adopting sovereign wealth fund (SWF) strategies is vital for family offices…

To gain valuable insights about successful partnerships between software providers and family offices, Simple interviewed…

This article explores how emerging full-stack digital family office and accounting solutions, such as the…

Family offices are increasingly drawn to venture capital as a way to diversify their portfolios…

In this article, Ken Gamskjaer, CEO & Co-founder of Aleta, offers valuable insights into the…

In this insight, we explore BOBO’s approach to solving payment pain points and how it’s…

Discover how first-generation a family office founder can leverage modern software to maintain control, streamline…

Explore the rise of Family Office 3.0, where innovation meets tradition, cybersecurity is paramount, and…

Through a series of interviews with co-founder Domingo Viesca and CEO Padman Perumal, Simple uncovers…

Family offices, particularly those managing private market investments, have embraced the idea that their decisions…

This article explores the dynamics of ESG considerations for family offices, the pitfalls to avoid,…

Simple sits down with Crispin Rolt, the COO of Performativ, to discuss how a Multi-Family…

Explore the top five WealthTech innovations revolutionising wealth management for family offices. From AI-driven analytics…