Tagged: Jason Broder

iCapital to Acquire SIMON Markets, an Advisor Platform for Structured Investments, Annuities, Risk-Managed Solutions

iCapital, the Fintech platform driving access and efficiency in alternative investing for the asset and wealth management sectors, and SIMON Markets, the Fintech company offering a digital platform designed to help financial advisors understand and manage structured investments, annuities, and other risk-managed products, have announced… Read More

Fintech SIMON Announces Investment from Citi

Citi is a long-time partner of SIMON, both as a leading issuer of structured investments and via its wealth management division whose financial professionals use the investment platform. In alignment with the focus of both firms, this announcement underscores Citi‘s (NYSE: C) commitment to innovative… Read More

Envestnet Teams Up with Fintech SIMON to Enable Advisors with Providing Structured Investments as Fee-Based Solutions

Envestnet, Inc. (NYSE: ENV) announces that it is teaming up with SIMON Markets LLC in order to provide  access to, and the management of structured investments that can offer income and protection strategies for customer portfolios. As mentioned in the announcement, Envestnet’s integration plan should… Read More

Fintech SIMON Markets and NYDIG Introduce Bitcoin Educational Resources for Wealth Managers

SIMON Markets LLC, a Fintech firm transforming the digital wealth management sector via its  platform for financial professionals, reveals that it has teamed up with NYDIG—a tech and financial services company “dedicated” to Bitcoin—in order to launch “first-to-market” Bitcoin education “designed for wealth managers, and… Read More

Fintech SIMON Markets Reports Revenue of +103%, Volume of +137%, Usage of +74% for Q2 2021 Compared to Q2 2020

SIMON Markets LLC, a Fintech firm transforming the digital wealth management ecosystem for financial professionals through its alternative investment solutions, has shared its volume and usage highlights “underscoring its continued growth during Q2 2021.” SIMON reports YoY increases in “revenue of +103%, volume of +137%,… Read More

Goldman Sachs Incubated Fintech SIMON to Raise Up to $100M via Series B led by WestCap

SIMON Markets LLC, a Fintech firm that aims to transform the digital wealth management landscape vita its platform for financial professionals, and which makes risk-managed and alternative investment solutions “broadly available,” has finalized the “first leg” of a strategic round of “up to” $100 million… Read More

Insurtech: SIMON Markets Introduces Insurance Technology Platform for Annuities, Partners with Prudential to Offer First Annuity Product

SIMON Markets LLC revealed on December 5 that it will be expanding its online platform to help financial professionals in navigating the indexed annuities market. SIMON has teamed up with Prudential (NYSE: PRU) and aims to change the way that financial industry participants use annuities… Read More

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