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SIMON
Investment solutions platform for financial advisors
- 201-500 employees
- Fintech
- B2B
- Marketplace
- Internal tools
- Investing
- Analytics
- Financial Services
- SaaS
- Capital Markets
- Chelsea, New York, NY
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Company mission
SIMON's mission is to transform the digital experience for financial advisors.
47% employee growth in 12 months
Our take
The investment landscape is evolving fast, and financial advisors don’t just need to understand it to stay competitive: they need to master it. SIMON Markets is a platform aimed to help them do just that. It works principally as a marketplace of risk-managed alternative investment opportunities like structured investments, annuities and progressive alternatives. On top of that, SIMON users can learn about, build, and manage the more complex portfolios they subsequently build on behalf of their clients.
The tricky thing for the SIMON team is that this platform, too, will need to keep abreast of the rapidly developing alternative investment opportunities market. Since officially spinning out from Goldman Sachs in 2018, the available investment opportunities on SIMON have grown substantially - but it’ll need to remain sharp.
With over $5T+ in assets managed on the platform, however, and upwards of 100,000 users, SIMON Markets is making impressive headway. With plans to expand out, both geographically and in terms of the portfolio analytics the platform offers, SIMON is ambitious - and has the support to back it up.
Freddie
Company Specialist at Welcome to the Jungle
Benefits
- Comprehensive Medical, Dental, and Vision Insurance
- WageWorks Commuter Benefits
- 401(k) Retirement Savings, with Company Match
- Health Savings Account (HSA)
- Flexible Time Off and Paid Parent Leave
- Flexible Spending and Dependent Daycare Spending Accounts
- Disability and Life Insurance Coverage
- Concierge Primary Care Network Membership
Company values
- Client Collaboration
- Simplicity
- Data Driven
- Innovation
- Accountability
Funding (1 round)
Jul 2021
$100m
SERIES B
Total funding: $100m
Leadership
Jason Broder
(CEO)An MIT graduate who spent over a decade serving as Managing Director at Goldman Sachs.