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

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

Proven leader in building and scaling AI-driven financial planning companies.

Vivek Sathiamoorthy

Chief of Startup Success

Turns complex financial planning needs into structured workflows and AI-ready solutions.

Reshma Hariharan

Startup Champion

Turns early ideas into usable plans tested and shaped into AI-ready financial products.

Madan Kumar

Chief of Product Engineering

Builds reliable, scalable financial planning systems with a focus on performance.

Ayush Anand

Chief of Marketing & Strategy

Shapes how Simbfi communicates AI-powered financial planning to business leaders.

Anton Joseph Ciby

Chief of Revenue

Connects with business leaders and shows clear paths to AI financial planning adoption.

Srividhya B

Head of Finance & Ops

Strengthens business execution through financial discipline and operational clarity.

Gowtham S

Brand Champion

Transforms complex financial thinking into simple stories that build confidence in Simbfi.

Tamil N

Customer Champion

Customer advocate ensuring every Simbfi user reaches financial clarity as fast as possible.

Disha Napoleon

Finance Enabler

Finance professional ensuring accuracy, accountability, and structure across Simbfi.

Purnimma Ravi

People Builder

People leader building strong teams, culture, and scalable processes.

Kishore Suresh

DevOps Engineer

Building infrastructure, deployment automation, and reliable system performance.

Board of Advisors

Scott Nugent

Enterprise sales leader with 25+ years in technology, scaling global partnerships, data, analytics, and services businesses.

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.

Already Making an Impact with Global Clients

Helping SaaS companies plan faster, spend smarter, and grow with financial clarity.

Fancy a Chat?

We have teams and offices across the USA, UK, and India – perfect for a coffee catch-up.

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