Reach your audience
1. Join our dataset
Wealth owners, family offices and consultancies use our data to establish and improve their operations. Through the data points that we track we ensure that banks are more accessible for this segment.
2. Gain Exposure & Leads
Gain exposure to new private wealth clients and be part of the family office consideration set. Either directly on the Simple Platform or through our datasets used by various consultancies.
3. Stay on top of market Intel
Bi-annually we report back to all participants on both the practical and inspirational data that we tracked throughout the year. What are clients searching for, and what are the major shifts happening.
Family wealth is a matter of trust. Therefore we take great measures to only include providers in our reviews that deliver a clear, proven value to our platform users. If you’re interested to participate, please connect with us using the form below. We do a pre-assessment on the suitability of all service providers to ensure they meet our criteria.
After this we schedule a call to discuss details on participation and outline next steps which include an RFI-style survey and interview. Once we have all the required data we include this in our master data set. We have various promotional activities and media opportunities happening year round that is open for participants to join in on.
Note that there is a standard participation fee for all providers to cover our assessment.