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SIMI Logo
SIMI Growth Score
54
CB Rank
3108168
Heat Score
33
SIMI is an investment advisory firm that offers investment management, retirement planning, and financial planning services.
Founded
obfuscation
Private Tualatin, Oregon, United States simiusa.com
Advice
Finance
Financial Services
Retirement
Overview

SIMI
Growth Score
54
Heat Score
33

Growth Score54
-4 pts
in past quarter
Heat Score 33
-5 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
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About SIMI

CB Rank
3108168
SIMI is an investment advisory firm that offers investment management, retirement planning, and financial planning services.
Founded
obfuscation
Private Tualatin, Oregon, United States simiusa.com
Advice
Finance
Financial Services
Retirement

Key People

Details

Legal Name Sound Investment Management, Inc.
Operating Status Active
Company Type For Profit
Founders  John L. Child
Phone Number 1 503.691.7030
Predictions & Insights

Growth Insight

See this Growth Insight
SIMI is
Lorem
 to be growing
Top Contributing Factors
Merger or Acquisition

Growth Prediction

See this Growth Prediction

Products & Services

Investment Management
A service that manages client investment portfolios to meet financial goals through asset allocation and ongoing portfolio monitoring.
Retirement Planning
A service that helps clients prepare financially for retirement by assessing needs and creating strategies to achieve retirement income goals.

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Financials
Market Intelligence
People
View Profiles & Contacts
Employee Profiles 2

Employee Profiles

News

News and Press

News•Apr 22, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

59

IT Spend

$15.4KThis year, SIMI is projected to spend $15.4K on IT, according to Aberdeen.

Active Website Tech Count

17SIMI is actively using 17 technologies for its website, according to BuiltWith. These include SPF, SSL by Default, and  Apple Mobile Web Clips Icon.
Sub-Organizations
Frequently Asked Questions

Where is SIMI's headquarters? SIMI is located in Tualatin, Oregon, United States.Who are SIMI's competitors? Alternatives and possible competitors to SIMI may include Cherry Tree Wealth Management, Seven Hills Financial, and  Moneywatch Advisors.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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