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Your Investment Platform

We bring sophistication with simplicity, delivering risk-managed solutions to investment professionals
across multiple products, centralized under one unique platform.
 

Empowering Advisors to Serve Their Clients

Our web-based platform recognizes the importance of delivering the right tools to financial advisors, so they can best serve their clients’ most important investment needs. SIMON delivers an end-to-end solution to make this process easy.

We Are SIMON

We are a group of passionate financial industry professionals, quantitative strategists, engineers and creatives who strive to innovate by utilizing cutting-edge technology to deliver award-winning financial platform solutions and investment services.

Awards and Recognition

2018

US Market Future Award
 
mtn-i

2018

Americas Structured Products & Derivatives – Best Technology Solution
Structured Retail Products

2017

Americas Structured Products & Derivatives – Best Educational Initiative
Structured Retail Products

2017

Americas Structured Products & Derivatives – Best Issuance Platform
Structured Retail Products

2016

Technology Innovation Award
 
Bank Insurance and Securities Association

2016

Gold Business to Business Digital Media – Web Video Campaign
Financial Communications Society

Our Investors

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Interested in learning more about SIMON? Contact Us.

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