Press Release
  •  2/16/2022

SIMON Reports Fourth Quarter Highlights

New partnerships and integrations cap off a year of rapid momentum and record growth

NEW YORK, NY, FRIDAY, FEBRUARY 4, 2022—SIMON Markets LLC (SIMON), a fintech company that offers an end-to-end digital suite of tools to help financial advisors understand, manage, and analyze complex alternative investment products, today announced business highlights underscoring its continued growth during Q4 2021.

The company reports year-over-year increases in volume of +94% and usage of +67%. During the quarter, the company announced multiple new strategic partnerships to expand its product offering for financial professionals and released significant enhancements to its digital platform to improve the way advisors manage client accounts. Catering to a growing demand for risk-managed and alternative solutions, SIMON is focused on giving financial professionals access to a broad suite of products with powerful analytics and seamless integrations to help make well-informed portfolio allocation decisions.

“SIMON closed out 2021 with several milestones that underscore the velocity of the growth we’re experiencing—we introduced a partnership with +SUBSCRIBE to power our new marketplace for alternatives, collaborations with Envestnet, FIDx, and Fidelity that expand the reach of our platform’s capabilities across wealth managers and RIAs, and an integration with Rowboat Advisors that enhances the capabilities of our portfolio allocation tool, SIMON Spectrum,” said Jason Broder, CEO of SIMON. “Everything we’re doing is to empower advisors, and in turn, the investors they serve. We’re delivering tools that make it easier to navigate and manage a wider range of products with confidence. We have a lot to look forward to as we continue rolling out enhancements in 2022.”


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, and traditional and progressive alternatives. 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.

Over 100,000 financial professionals with $5 trillion in client assets turn to SIMON to stay ahead in an ever-evolving investment landscape. SIMON is an independently operating fintech company, with seven original investors—Barclays, Credit Suisse, Goldman Sachs, HSBC, J.P. Morgan, Prudential, and Wells Fargo.  Growth equity firm WestCap became an investor in 2021. To learn more about SIMON, visit and follow the company on Instagram, LinkedIn, and Twitter.

Securities products and services offered by SIMON Markets LLC, a broker-dealer registered with the SEC, Member FINRA / SIPC. Annuities and insurance services provided by SIMON Annuities and Insurance Services LLC.

Read the release on

Share your Knowledge

For more insight, stay connected with us on LinkedIn: