Simon
AcquiredAlternatives | Structured Investments | Annuities
New York, United States · Founded 2018 · $154.0M raised
- Headquarters
- New York, New York
- Employees
- 51–200
- Founded
- 2018
- Business Model
- B2B
- Website
- simon.io
- Total Funding
- $154.0M
- Last Round
- $54.0M Series DAug 2023
- Rounds
- 2
About
SIMON Markets operated a digital marketplace that helped financial advisors learn about, transact, and manage structured investments, annuities, digital assets, and other risk-managed products. The platform combined on-demand education, an intuitive marketplace, real-time analytics, and lifecycle-management tools so advisors could evaluate complex products and support client portfolios. iCapital completed its acquisition of SIMON Markets and added those structured-investment and annuity capabilities to a broader alternative-investment marketplace.
Summary
Simon is a Fintech company based in New York, United States, founded in 2018. It has raised $154.0M in total across 2 rounds, most recently a $54.0M Series D round in Aug 2023. Investors include WestCap, BoxGroup and F-Prime Capital.
Tech & App Stack
6 technologies & apps tracked
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Funding History
Aug 2023
Sign up to see all 2 rounds
Series B through Series D — per-round amounts, valuations, and who invested in each round.
Investors
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