SIMON Markets provides an end-to-end digital suite for financial professionals to understand, manage, and analyze complex alternative and structured investment products. The platform offers a marketplace for risk-managed and alternative solutions, including structured investments, annuities, and traditional and progressive alternatives, plus education, analytics, and centralized lifecycle workflow. SIMON emphasizes advisor-facing tools that help financial professionals learn, transact, and manage client portfolios with confidence. The company reports over 100,000 financial professionals on its platform representing $5 trillion in combined client assets. Launched in 2018 and operating from New York, SIMON is independently run and backed by major market participants and a growth equity firm. The Citi strategic investment signals deeper collaboration and support for the company’s continued product and market growth. SIMON (SIMON Markets) is a fintech company focused on transforming the digital wealth-management experience for financial professionals through a leading platform. Its platform delivers an end-to-end digital suite of tools, including on-demand education, an intuitive marketplace, real-time analytics, and lifecycle management. SIMON centralizes structured investment, annuity, and defined-outcome ETF solutions within a single ecosystem. The company serves over 100,000 financial professionals who collectively manage $5 trillion in client assets. SIMON is pursuing growth and aims to reshape the advisor experience and industry standards. Financially, it has entered a strategic growth financing round as a Series B of up to $100 million.

Total raised

$100M

Funding rounds

2

Latest round

Series B

Latest activity

Jul 2021