63
Growth Score
pts
Heat Score
-4 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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853921
Financial Simplicity is an international wealth management technology company founded in 2003, based in Sydney, Australia.
About the Company
Financial Simplicity is the solution for personalised portfolio management and compliance for the modern era of wealth management. Financial Simplicity provides web based systems to enable wealth management business to systemise portfolio rebalancing, asset allocation, model portfolios, managed accounts, portfolio compliance, advisory and
discretionary accounts.
