SIMON
Company

Last deal

Amount

Corporate Round

Stage

15.02.2022

Date

2

all rounds

$100.M

Total amount

General

About Company
SIMON is an online distribution platform for financial professionals that focuses on structured investments.

Industry

Sector :

Subsector :

Keywords :

Also Known As

SIMON Markets

founded date

01.12.2018

Number of employees

Company Type

For Profit

Last funding type

Corporate Round

IPO status

Private

Description

SIMON is a New York City-based company that offers digital wealth management tools to financial professionals. The platform provides end-to-end digital tools, including on-demand education, real-time analytics, and lifecycle management, simplifying complex problems and delivering structured investment and annuity solutions. Launched in 2018, SIMON offers a marketplace for risk-managed and alternative solutions, including structured investments, annuities, and traditional and progressive alternatives. With education and analytics breaking down the complexity inherent in these products, financial advisors can learn, transact, and manage client portfolios with confidence. Over 100,000 financial professionals with $5 trillion in client assets turn to SIMON to stay ahead in an ever-evolving investment landscape.
Contacts