Simon Markets
Committed to transforming the digital experience for financial advisors, enabling them to better serve their clients.
| Date | Investors | Amount | Round |
|---|---|---|---|
| investor | €0.0 | round | |
* | N/A | Acquisition | |
| Total Funding | 000k | ||
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SIMON Markets LLC, launched in 2018, operates as a comprehensive investment platform designed to empower financial advisors. The platform offers a marketplace for risk-managed and alternative investment solutions, such as structured investments, annuities, alternatives, and digital assets. SIMON serves financial professionals by providing them with the tools and knowledge needed to build diversified portfolios and make informed investment decisions. The platform's end-to-end digital experience includes educational resources, market insights, and a variety of investment products, all aimed at enhancing the advisor-client relationship.
SIMON operates in the financial services market, targeting financial advisors and their clients. The business model revolves around providing a subscription-based service that offers access to its platform, along with transaction fees for the investment products traded through it. Revenue is generated through these subscriptions and transaction fees, making it a scalable and sustainable business model.
Keywords: investment platform, financial advisors, risk-managed solutions, structured investments, annuities, digital assets, market insights, educational resources, portfolio diversification, financial services.