An award-winning fintech company, SIMON is committed to transforming the digital experience for financial advisors, enabling them to better serve their clients. SIMON’s intelligent and innovative platform delivers an end-to-end digital suite of tools, empowering advisors with on-demand education, an intuitive marketplace, real-time analytics, and lifecycle management. SIMON is setting new industry standards, simplifying the complex, and delivering structured investment and annuity solutions to investment professionals, centralized within one unique ecosystem.

By combining state-of-the-art technology with the leadership of industry experts, our team is focused on reshaping the advisor experience. We deliver simplicity and accessibility to financial advisors who, in turn, are more informed and better able to serve their clients.

We started out with structured investments, we’ve grown into annuities, and tomorrow, who knows? That’s what innovation is all about.