Tagged: SIMON

October 19, 2022 @ 4:27 pm By Omar Faridi  |  

San Francisco-based financial technology firm, Cardless, Inc., and Simon, a real estate investment trust engaged in the ownership of premier shopping, dining, entertainment, and mixed-use destinations in the United States, have “agreed to launch the Simon® American Express® Credit Card from Cardless.” Once launched, Cardmembers… Read More

June 23, 2022 @ 8:55 pm By Omar Faridi  |  

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

February 16, 2022 @ 6:15 pm By Omar Faridi  |  

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

November 18, 2021 @ 10:46 am By Omar Faridi  |  

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

August 26, 2021 @ 7:44 pm By Omar Faridi  |  

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

August 6, 2021 @ 6:32 pm By Omar Faridi  |  

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

July 23, 2021 @ 12:01 pm By Omar Faridi  |  

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

June 23, 2021 @ 7:43 pm By Omar Faridi  |  

A new Insurtech hub for wealth management has launched with a hybrid distribution model. Financial Independence Group has joined SIMON to provide a centralized digital platform for structured investments and various insurance products with “powerful” education and analytical tools. As mentioned in the update, wealth… Read More

May 25, 2021 @ 9:55 pm By Omar Faridi  |  

SIMON Markets LLC revealed on Monday (May 24, 2021) that they’ll be integrating cryptocurrency education into their Fintech platform for wealth management professionals, delivering on what companies and their financial professionals have been requesting, amidst a rapidly growing digital assets market. As mentioned in the… Read More

October 13, 2020 @ 8:11 pm By Omar Faridi  |  

SIMON has expanded its digital wealth management platform to include exchange-traded funds (ETFs). The company has also launched a new marketplace with Innovator’s Capital Management’s Defined Outcome ETFs – which includes their Buffer ETFs. These products are currently available on SIMON’s centralized platform for “risk-managed… Read More

December 6, 2019 @ 8:17 am By Omar Faridi  |  

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