AI-Native Wealth Management Platform
Grow your practice, save time, and deliver a higher-quality client experience.
Operators who have shipped software at scale.
Fifteen years building product at DoorDash and Google, engineer at Microsoft. Now a licensed advisor working directly with a first group of clients on the platform.
CEO of Glassdoor from 2020 to 2025 after serving as President and COO; product leader for LinkedIn Premium. Harvard MBA.
Co-founder and CTO of LiveLike, whose live-sports experiences reached more than 8 million viewers across 18 countries. Cornell CS, Harvard MBA.
What replaces the patchwork.
Ask your book anything
Every client record, meeting, and email sits on one data layer - so you can ask questions in plain English and get answers grounded in your own book, not a generic model.
Replies drafted before you open the thread
Client emails arrive with a reply already drafted from context - their plan, their accounts, the last meeting. You review, tweak, and send.
Notes that write themselves
Every meeting becomes structured notes: action items, key dates, and planning details extracted automatically and filed to the right client.
Content from the meetings you are already having
Long-form blog posts and client case studies drafted from real conversations - anonymized, on brand, and queued for your approval.
Exam-ready by default
Every communication is archived and scored as it happens. Issues surface immediately; everything else files itself into an audit trail you can hand to an examiner.
See how your firm runs on Simple Money.
A 30-minute walkthrough of your actual workflows - onboarding, meeting prep, email, and compliance.