| How they describe themselves:
SimpliFi was founded with a simple mission: create a web service that would allow anyone, regardless of wealth
or investment knowledge, to create and update their own comprehensive financial plan. Since launching Version
1.0 to financial institutions in 2005, SimpliFi has developed a solid presence in the credit union marketplace and
recently launched a direct-to-consumer version in April 2009.
What they think makes them better: Unlike information sites or straight PFM tools, SimpliFi actually gives personalized advice on what to do with your
money. As an SEC-Registered Investment Advisor, SimpliFi provides unbiased advice on savings, spending, debt
management, insurance and investments. SimpliFi also dynamically “grades” each plan to help users assess risks
and adjust their plan accordingly. SimpliFi has recently added streamlined PFM capabilities to its service, so users
can now aggregate account data and link their longer-term financial objectives with their shorter-term spending
plans, tracking their progress along the way. Planning + Budgeting = Real Financial Management!
Executives: Bryan Link (CEO), Bill Grizack (COO), James Stoertz (CIO)
Investors: Trade Street Capital Partners (www.tradestreetcap.com)
Customers: 65,000 registered users, 15 institutional licensees
Partnerships: BrightLeaf Financial Network (www.brightleaffinancial.com), our distribution partner for
credit unions
Contacts:
Biz Dev: Bryan Link (CEO), bryan.link@simplifi.net
Sales: Bill Grizack (COO), bill@simplifi.net
Press: Korina Buhler, korina@atomicpr.com, 415-402-0230 |
