Company Management

Symplany

Financial Services Minneapolis, Mn, United States 9 employees

Employees: 9
Contacts: 4
Emails: 4
Phones: 3

symplany.com LinkedIn

Symplany Overview

Headquarters: Minneapolis, Mn, United States
Website: symplany.com
Industry: Financial Services
Employees: 9
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Minneapolis

About Symplany

At Symplany, we believe plans and portfolios belong together. Our software empowers financial advisors to effortlessly create customized, plan-driven portfolios for each client situation. Traditionally, advisors make investment decisions using outdated methods such as risk tolerance questionnaires. With Symplany, the client’s plan is the basis for their investment decisions, creating inherently compliant portfolios that clients understand and value. This transformative approach to financial planning allows advisors to confidently focus on what matters most: engaging in meaningful conversations about their clients’ financial aspirations and dreams.

Symplany Contact Details

People in AeroLeads: 4
With contact data: 4
Email contacts: 4; 100.0% coverage
Phone contacts: 3; 75.0% coverage

Symplany Org Chart

Sample employees and titles

Name	Title	Location	Contact
Jeff Landt, Cfa, Cfp	Senior Vice President and Chief	Minneapolis, Minnesota, United States	Email Phone
Jake Bohlken	Senior Software Engineer at Symplany	Greater Minneapolis-st. Paul Area, United States	Email Phone
Kim Korn	Management Advisor and Creator	St Paul, Minnesota, United States	Email Phone
Alex Korn		Minneapolis, Minnesota, United States	Email