Get vetted, get listed, get hired.
Service Provider SolutionsOur global member base consists of wealth owners, family office executives, trusted advisors, and industry experts. Over the last decade, we’ve established an independent approach to connecting them to vetted providers who specialise in serving family offices.
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We help top software and service providers gear up to grow in the Family Office space.
What we offer
Content Funnel
As one of the leading family office search ranking authorities, our content engine drives leads to our service provider listings and featured content.
Vetted Directory Listing
Our intake process ensures that our directory only lists providers who have the right features and service capabilities to meet the specific needs of family offices
Content & Media Exposure
We help raise your brand profile by highlighting your firm in insights, webinars, and case studies on site and with top tier media publications.
Performance Marketing
Our team of marketing experts help design campaigns on LinkedIn and Google to amplify your content and profile to family offices searching for your services.
We offer two packages for service providers
Membership Options
Core
We help raise your company’s profile within our trusted network of family office leaders through our directory, industry-leading content, and strategic introductions.
Advanced
Access is limited to ensure our team can provide exceptional service.
Core
Advanced
Vetted Provider Directory Listing
Vetted Provider Directory Listing
A comprehensive company outline in our directory of vetted softwares and service providers for family offices.
Side-By-Side Comparisons
Side-By-Side Comparisons
Comparable data between your profile and that from similar competitors to highlight your unique offering and advantages.
Media Exposure
Media Exposure
Inclusion in related category content on Simple’s platform as well as potentially off-site articles with major media publications.
Case Study Features
Case Study Features
Control how family offices understand your product through sharing a successful case study with an existing client with our network.
Thought Leadership
Thought Leadership
Elevate your brand’s positioning in the family office category by contributing thought leadership insights to articles and profiles crafted together with our editorial team.
Performance Marketing
Performance Marketing
Drive measurable results with targeted performance marketing campaigns designed to increase your content’s traffic and reach in the family office sector.
Added Value Introductions
Added Value Introductions
As part of our community, we provide suitable introductions when applicable and possible webinar participation.
Complimentary Family Office Memberships
Complimentary Family Office Memberships
We provide two 6-month premium family office memberships at no cost for you to offer your family office clients.
Frequently Asked Questions
Our service provider solutions follows a three-stage approach:
Be found and show expertise – When providing solutions to the family office market it’s crucial to showcase solutions, highlight expertise and have a solid presence within the consideration set.
Add value and build trust – We help vendors prepare for the inflection point, when an often slow buying process rapidly speeds up and a trusted solution is suddenly urgent.
Generate leads & sales – The Simple knowledge platform enables vendors to inform, educate and connect, and our commercial team can assist you scale these efforts where applicable.
Technology providers, Operating partners, Financial Services & Banks, Tax & Legal, Personal Services, Philanthropic, Crypto, Sustainability.
We also work with multi-family offices looking to grow their network across the industry.
Bespoke Advisory Service
Simple’s innovative advisory service delivers bespoke solutions to service providers in the family office industry. We combine best-practice with the latest thinking to advise on all areas including product and service strategies, pricing and more. Our team of senior advisors have decades of experience spanning investment banking, wealth management, technology, go-to-market & brand strategy, and management consulting.
FAQ
How does Simple vet the software platforms and service providers listed in the directory?
Our team employs a thorough vetting process for software platforms and service providers listed in our directory. We assess providers based on their industry reputation, client feedback, and the quality of their offerings. Simple also conducts comprehensive reviews and comparisons to ensure that only the highest quality and most reliable providers are recommended to our global community of family offices.
How can Simple help me raise my firm’s brand profile within the family office space?
Simple offers multiple avenues to help family office software and service providers raise their brand profile within the family office community. By participating in Simple’s webinars, events, and contributing to their insights and case studies, firms can gain visibility among the audience that we’ve carefully cultivated trust with for over a decade. Additionally, listing in Simple’s directory and being featured in our content and reviews can enhance credibility and recognition.
How do I get my firm featured in one of Simple’s insights, case studies, or webinars?
To be featured in one of our insights, case studies, or webinars, you can reach out to our editorial team with a proposal that highlights your unique value proposition, expertise, or success stories. We’re always looking for content that provides valuable insights and practical solutions to the family offices in our community.
What types of softwares and service providers do we work with?
We help support vetted firms in: Technology, impact, outsourced solutions, real estate, fund management, crypto & digital assets, health & wellness concierge, and more. We also work with multi-family offices looking to grow their network across the industry.
What is our approach to ensure results?
Our service provider solutions follows a three-stage approach:
Be found and show expertise – When providing solutions to the family office market it’s crucial to showcase solutions, highlight expertise and have a solid presence within the consideration set.
Add value and build trust – We help vendors prepare for the inflection point, when an often slow buying process rapidly speeds up and a trusted solution is suddenly urgent.
Generate leads & sales – The Simple knowledge platform enables vendors to inform, educate and connect, and our commercial team can assist you scale these efforts where applicable.
