Australian FinTech company profile #51 – Financial Simplicity

Australian FinTech company profile #51 – Financial Simplicity

1. Company Name: Financial Simplicity

2. Website: www.financialsimplicity.com

3. Key Staff & Titles: Stuart Holdsworth CEP

4. Location(s): Sydney Australia, UK

5. In one sentence, what does your fintech do?: Financial Simplicity provides technology that is a critical component for wealth managers to sustainably create value for their clients and satisfy those who oversee them

6. How / why did you start your fintech company?: Because we had a vision that the wealth management industry had to change globally to focus on clients not products and this represented a considerable challenge, only really possible through computational and rules based technology

7. What is the best thing your company has achieved or learnt along the way (this can include awards, capital raising etc)?: We have worked out how wealth managers can make automated decisions across all their client investment portfolios with any asset, any currency, any tax-wrapper with massive efficiency and scale.

8. What’s some advice you’d give to an aspiring start-up?: Fully understand your vision and when you feel it is best to hand it over to others to take on

9. What’s next for your company? And are you looking to expand overseas or stay focussed on Australia?:  Growth and automation of sales processes to make it easier for all firms to on-board quickly

10. What other fintechs or companies do you admire?: Atlassian

11. What’s the most interesting or funniest moment that’s happened in your company’s lifetime?: We secure a major banking client in the UK from the other side of the world by pipping all the UK competition at the post coming in late

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