Our platform puts knowledge in the hands of advisors, so they can focus on their clients.

- Jason Broder, CEO

MEET SIMON

Who We Are

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.

Our Team

Jason Broder
Chief Executive Officer
Scott Beshany
Chief Distribution Officer
Madeleine Dowling
General Counsel
Joseph Giordano
Chief Business Development Officer
Weidong Jin
Chief Innovation and Research Officer
Timur Kocaoglu
Chief Financial Officer & Chief Operating Officer
Raymond Lam
Chief Technology Officer
Courtney Morgan
Chief Compliance Officer

Meet Our Investors

We keep in good company. We’re able to innovate because they believe in us, and they believe in us because of what we’ve been able to innovate.
BarclaysCredit SuisseGoldman SachsHSBCJ.P. MorganPrudentialWells FargoWestCap

Great minds and data science come together with cross-team collaboration at SIMON. We’re efficient, inclusive, effective, and fun.

- Weidong Jin, CFA, Chief Innovation and Research Officer

Awards & Recognition

2021  •  Structured Investments

Best Issuance Platform

SRP Americas Awards
2021  •  Structured Investments

Best Technology Provider

SRP Americas Awards
2021  •  Cultural Excellence

Best Places to Work

NYC Annual Awards
Learn more
Connect with Us
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