SIMON Logo

SIMON

SIMON Markets | Transforming the Digital Wealth Management Experience - SIMON

Who is SIMON?

Launched in 2018, SIMON helps financial advisors build the portfolio of tomorrow by giving them access to more investment opportunities. The SIMON platform offers a marketplace for risk-managed and alternative solutions, including structured investments, annuities, alternatives, and digital assets. With education and analytics breaking down the complexity inherent in these products, and a centralized workflow for lifecycle management, financial advisors can learn, transact, and manage client portfolios with confidence. At SIMON, everything we do is to empower the advisor. Our platform simplifies the complexity of the modern investment landscape.

This company is:

Manufacturer

New York, United States

101-250 Employees

Founding year: 2018



Products & services of SIMON

Product One Centralized Platform for Risk-Managed and Alternative Solutions - SIMON image
Product

Verified

One Centralized Platform for Risk-Managed and Alternative Solutions - SIMON

One Centralized Platform for Risk-Managed and Alternative Solutions | Engaging Educational Resources | Discover hundreds of product options across multiple asset classes | Performance management, simplified and optimized | Performance Analysis | Efficient Frontier | Income Calculator | Investment Builder and Illustrative Pricing | Solutions for Wealth Management

Product SIMON Introduces Nationwide as Newest Carrier to Join Its Growing Insurtech Platform - SIMON image
Product

Verified

SIMON Introduces Nationwide as Newest Carrier to Join Its Growing Insurtech Platform - SIMON

Discover More | For more insight, stay connected with us on LinkedIn: | SIMON Introduces Nationwide as Newest Carrier to Join Its Growing Insurtech Platform

Product SIMON Raises $100 Million in Series B Funding to Fuel Next Growth Phase for Digital Wealth Management Platform - SIMON image
Product

Verified

SIMON Raises $100 Million in Series B Funding to Fuel Next Growth Phase for Digital Wealth Management Platform - SIMON

Discover More | For more insight, stay connected with us on LinkedIn: | SIMON Raises $100 Million in Series B Funding to Fuel Next Growth Phase for Digital Wealth Management Platform

View all products


Keywords

Finance
Financial Services
FinTech
Impact Investing
Information Technology
Software

Industries

Finance and Insurance

Contact of SIMON

City: New York

State: New York

Country: United States



Frequently asked questions (FAQ) about SIMON

The company SIMON is located in New York, New York, United States. It's worth noting that the company may has more corporate locations

As of the latest available information SIMON has around 101-250 employees worldwide.

SIMON was founded in 2018

The company SIMON has it's main focus in the industries of Finance and Insurance

Based on the founding year and the amount of employees the company SIMON seems to be a Medium-Sized Company at the current state. Note that over time that status can change

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