Driven to Transform Financial Planning
Built on Proven Business and Finance Leadership Experience
Simbfi was built to solve the costliest problem in business leadership: making critical financial decisions on future numbers. Founded by operators and finance leaders with decades of combined experience, we created AI that handles dynamic financial planning, tracks actuals against projections in real time, and surfaces intelligent insights, so business leaders stop guessing and start leading with complete financial confidence.
Our Culture
- Passion
- Performance
- Integrity
Meet the Minds Behind the Mission
A diverse team of builders, strategists, and financial planning experts dedicated to transforming how business leaders plan, forecast, and control their financial future.
Joseph Olassa (Joe)
Board Chair Via Aventei Capital
Proven leader in building and scaling AI-driven financial planning companies.
Vivek Sathiamoorthy
Interim CEO
Turns complex financial planning needs into structured workflows and AI-ready solutions.
Reshma Hariharan
Product Champion
Turns early ideas into usable plans tested and shaped into AI-ready financial products.
Srividhya B
Head of Finance Via Aventei Capital
Strengthens business execution through financial discipline and operational clarity.
Jaya Priya K
Sales Champion
Sales contributor driving momentum through solution-focused conversations.
Madan Kumar
AI Engineer
Builds reliable, scalable financial planning systems with a focus on performance.
Jeevan Shreyas
Portfolio Finance Via Aventei Capital
Finance professional specializing in portfolio management and strategic analysis.
Purnimma Ravi
People Ops Via Aventei Capital
People leader building strong teams, culture, and scalable processes.
Kishore Suresh
IT Ops Via Aventei Capital
Building infrastructure, deployment automation, and reliable system performance.
Board of Advisors
Rob Clare
Chartered banker with 30+ years leading teams, advising businesses on governance, funding strategy, and corporate growth.
Roney Soloman
Technology leader with 3 decades scaling global IT services businesses across retail, manufacturing, logistics, and finance.
Anton Joseph
Sales and business development professional driving revenue growth, go-to-market execution, and market expansion.
Already Making an Impact with Global Clients
Helping SaaS companies plan faster, spend smarter, and grow with financial clarity.
4.8/5 on G2
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4.5/5 on Product Hunt
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