A Simpli-FI OS Initiative
Create a free profile. Get discovered. Build trust.
Appear in communities where you already live and work. No ads. No cold calling.
Endorsements from real community members create credibility you can't buy.
Your service gets you connected with a community leader who might become a wealth management client.
Three simple steps to being discoverable.
Name, photo, email, phone. The essentials.
What you offer, your availability, and how you can help.
Community admin approves your profile. You're discoverable.
Community admins verify every provider
Endorsements build accountability
Clear rating/review system coming soon
Free to list. Premium features coming at $19/mo for enhanced visibility.
Starting with churches, adding fire departments, local artisans, and more.
That's between you and the client. We don't handle payments.