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Company

Simple

PrivateFintechUSA

Simple provides advisory services, research, and software tools designed for family offices at all stages of development. The company offers strategic guidance through its Explore-Design-Build-Operate framework, publishes annual research reports on family office operations and technology, and operates a platform for managing AI transformation. Simple serves principals, family office teams, and service providers, with around 12,000 users and a vetted network of over 100 technology and service provider partners.

Simple is a privately held company operating in the fintech sector, based in USA.

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