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

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
WEBSITE
VISIT SIMON.IO