Our platform puts knowledge in the hands of advisors, so they can focus on their clients.
- Jason Broder, CEO
Who We Are
Launched in 2018, SIMON helps financial advisors build the portfolio of tomorrow by giving them access to more investment opportunities. The SIMON platform offers a marketplace for risk-managed and alternative solutions, including structured investments, annuities, alternatives, and digital assets. With education and analytics breaking down the complexity inherent in these products, and a centralized workflow for lifecycle management, financial advisors can learn, transact, and manage client portfolios with confidence.
At SIMON, everything we do is to empower the advisor. Our platform simplifies the complexity of the modern investment landscape. Our tools make it easier to navigate and manage a wider range of products. Our team is focused on helping advisors stay ahead in an ever-evolving landscape.
We set out to reinvent how technology is used for risk managed solutions, have grown into alternatives, and tomorrow, who knows? That’s what innovation is all about.
SIMON is now part of iCapital.
Our Team at iCapital:
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
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