Brand profile · Financial Services

Financial Simplicity

Financial Simplicity runs a Financial Services operation from Sydney, NSW. It is privately held, and its site is financialsimplicity.com. It holds two addresses on record across two office countries. Headcount on record is 17. Its work is tagged collaboration, control systems and wealth management. Two Australian registrations (ABN) are candidate matches. The record links five similar brands, most of them in Financial Services.

Profile live Privately Held Founded 2003 2 registry matches ABN 2 office countries
Registry match · ABR

Key facts

Counted staff
17
self-reported 11–50 band
Founded
2003
23 years
Registry matches
2
ABR
Office countries
2
2 addresses
Funding rounds
None on record
Company type
Privately Held
self-reported
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Legal entities

1 brand → 2 possible registrationsMatched by name against ABR, so this is a candidate list, not a confirmed identity. Confidence and match method are shown against every row.
  • Financial Simplicity Australia Pty Ltd

    ABN29109935542

    NSWMedium confidenceMatched on exact nameABR

  • FINANCIAL SIMPLICITY PTY LTD

    ABN66105674271

    NSWMedium confidenceMatched on exact nameABR

Legal entities

Financial Simplicity: 2 registry entitiesFinancial Simplicity is linked to 2 registry entities: Financial Simplicity Australia Pty Ltd (ABN 29109935542, candidate); FINANCIAL SIMPLICITY PTY LTD (ABN 66105674271, candidate).Financial SimplicityFinancial SimplicityAustralia Pty LtdABN 29109935542Candidate · Medium confidenceFINANCIAL SIMPLICITYPTY LTDABN 66105674271Candidate · Medium confidence
Show as table · Financial Simplicity: 2 registry entities
Financial Simplicity: 2 registry entities
Financial Simplicity Australia Pty LtdABN 29109935542
FINANCIAL SIMPLICITY PTY LTDABN 66105674271
Confirmed matches0 of 2

A candidate is a name match on the registry, not a confirmed identity, and two candidates are ambiguity rather than a corporate structure.

Description

Financial Simplicity’s software, technologies and techniques empower the wealth and investment management industry to deliver better investment propositions with better business operational performance

Specialties

All 9 specialties
  • managed accounts
  • model portfolios
  • wealth management
  • model based portfolio management
  • collaboration
  • managed portfolios
  • private client portfolio management software
  • ai
  • control systems

Locations

2
Countries with an office address2 addresses on record
AustraliaprimaryUnited Kingdom

Country footprint

Offices in 2 countriesCountry footprint: 2 countries, primary AU. Codes: AU, GB.2 countriesprimary AUAUGB
Show as table · Offices in 2 countries
Offices in 2 countries
Countries2
Primary countryAU

All codes: AU GB

Addresses

  • AULevel 22, Salesforce Tower, 180 George St; Sydney, NSW 2000Primary
  • GB288 Bishopsgate; London, EC2M 4QP

Grid intelligence Members

Spending power

TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.

Spending power

Signals & hiring

Hiring, headcount and registry-change signals, streamed to members.

Latest signal
Hiring activity
Headcount trend

Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss

People & contacts

4 employee profiles on record · names withheld.

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FAQ

Which legal entities operate under Financial Simplicity?

Two New South Wales entities on the ABR: Financial Simplicity Australia Pty Ltd (ABN 29 109 935 542) and FINANCIAL SIMPLICITY PTY LTD (ABN 66 105 674 271). Both medium confidence.

How many people work at Financial Simplicity?

17 counted staff profiles at January 2026, inside the self-reported 11–50 band.

Where does Financial Simplicity have offices?

Two addresses on record across 2 countries. Primary: Level 22, Salesforce Tower, 180 George St, Sydney, NSW 2000.

Has Financial Simplicity raised funding?

None linked to this brand.

What does Financial Simplicity list as its specialties?

Nine tags on the brand's own list, among them collaboration, control systems and wealth management.

Which companies are listed alongside Financial Simplicity?

Five peer profiles on record: Teachers Health and HUB24 Limited.

What is Financial Simplicity's website?