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An investment platform transforming the digital wealth management landscape for financial professionals

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SIMON is a New York-based end-to-end digital platform that seamlessly integrates into the biggest financial firms and wealth management networks in the US and offers access to alternative investment products. SIMON’s marketplace presents an easy-to-use, full-service platform for Financial Advisors seeking to give clients exposure to Structured Investments, Target Return ETFs, Annuities, Cryptocurrencies, and Alternatives.

FOUNDER

Jason Broder


FOUNDED

2019


CATEGORY

Financial tech