An award-winning fintech company, SIMON is committed to transforming the digital experience for financial professionals, enabling them to better serve their clients. SIMON’s intelligent and innovative platform delivers an end-to-end digital suite of tools to more than 100,000 financial professionals, who serve $5 trillion in client assets, empowering them with on-demand education, an intuitive marketplace, real-time analytics, and lifecycle management.
With a focus on reshaping the advisor experience, SIMON is setting new industry standards, simplifying the complex, and delivering structured investment, annuity, and defined outcome ETF solutions to investment professionals, centralized within one unique ecosystem.
Location: United States, New York
Member count: 51-200
Total raised: $100M
Founded date: 2018
Funding Rounds 1
| Date | Series | Amount | Investors | Deal News |
| 23.07.2021 | Series B | $100M | - | finsmes.co... |
Mentions in press and media 5
| Date | Title | Description | Category | Author | Source |
| 26.05.2022 | 3 top VCs ... | This is the web version of Ter... | - | - | fortune.co... |
| 16.02.2022 | Fintech SI... | Citi is a long-time partner of... | - | Omar Farid... | crowdfundi... |
| 23.07.2021 | Goldman Sa... | SIMON Markets LLC, a Fintech f... | - | Omar Farid... | crowdfundi... |
| 23.07.2021 | Simon Mark... | Simon Markets LLC, a NYC-based... | USA | - | finsmes.co... |
| 25.05.2021 | SIMON Leve... | As the crypto world collides w... | - | - | aithority.... |