Our platform puts knowledge in the hands of advisors, so they can focus on their clients.
- Jason Broder, CEO
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.
With a clear vision for using technology as a scalable solution, Jason lays out a plan to deliver better structured investments education and analytics to financial advisors
Meet Our Investors
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