COMPANY PROFILE

Simon Markets

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Committed to transforming the digital experience for financial advisors, enabling them to better serve their clients

New York City, United StatesFounded 2018Fintech

Valuation $500M–1B Last recorded · 2021

Headcount <100 Current team size

Total funding $100–500M Disclosed equity funding

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About Simon Markets

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.

MoreLess Source: Dealroom company data

At a glance

Status: Acquired
Founded: 2018
Headquarters: New York City, United States
Employees: 14
Open positions: None listed
Dealroom signal: 65.7/100
Industry: Fintech
Sub-industry: Wealth Management
Sector: Fintech, Financial Advisory, Financial Advisor Tools
Business model: SaaS
Client focus: b2b
Links: Website LinkedIn X

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Funding history

2 recorded events

Company financing events and reported valuations.

Deal type	Date	Amount	Valuation	Investors	Source
ACQUISITIONOther financing	May 2022	$0	—	iCapital	↗
SERIES BOther financing	Jul 2021	$100M	$400M	WestCap	—

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Growth signals

Simon Markets website traffic

Latest recorded traffic for Simon Markets is 180 monthly website visits, down 91% over the last three months. Simon Markets's team declined 33.3% over the past year.

Latest monthly visits180 3-month web change-91% 1-year team growth-33.3%

Monthly website visitsJan 2022–Jun 2025

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