You went independent to build something. Let’s build it bigger.
Simple Money is the AI-native partner for independent RIAs. We put an operating team behind your firm, so your people spend their days on clients and growth instead of running the back office.
Going independent was the first step. Scaling is the hard part.
You’re doing three jobs.
You went independent to advise clients and build a firm. Now you’re also running operations, compliance and IT.
Growth means hiring.
Every new household adds work, and every hire cuts into margin long before it pays off.
You see where AI is going.
You just don’t want to become a software company to get there.
We partner with independent firms from $200M to $1B. If this sounds like you, we should talk.
A partner in the room, not a vendor on a call.
We embed with your team.
We don’t hand over a login and leave. We work inside your firm day to day, learn where the time actually goes, and fix it end to end.
We run the technology.
Your data, migrations, agents and integrations are handled. Nothing gets ripped out until what replaces it is proven.
We build for growth.
Your advisors serve more households without adding headcount, and client conversations become the marketing that brings in the next ones.
Every partnership is structured around what you want to build. You keep what matters to you.
From growth to compliance, on one platform.
Not a CRM with AI bolted on. One platform runs the whole firm: winning clients, serving them, and staying exam-ready. We run our own RIA on it every day, so it’s proven before it reaches your team.
Growth
Prospect targeting, website retargeting, and content and seminars drawn from your own client conversations.
Clients
Prospect decks, drafted replies, and timely nudges on portfolio moves, IPOs and client milestones, ready before you ask.
Compliance
Every message archived and checked as it’s sent, with a record ready for an examiner.
Mobile
Prep before the meeting, record in the room, approve marketing on the go.
Built by operators who’ve scaled companies, and an advisor who still meets clients.
Vaibhav Goel
A licensed advisor who works directly with clients on the platform. Before that, fifteen years building product at DoorDash and Google.
Saswat Panda
Co-founded LiveLike as CTO and scaled it to more than 8 million viewers across 18 countries.
Know an independent RIA that would be a great fit? We always appreciate an introduction.
Make an introductionLet’s talk about growing your firm.
A confidential, no-obligation call with our founders about where you want your firm to go, and how we’d help you get there.
Book a call with the founders