SIMON

An award-winning fintech company, SIMON is committed to transforming the digital experience for financial professionals, enabling them to better serve their clients. SIMON's intelligent and innovative platform delivers an end-to-end digital suite of tools to more than 85,000 financial professionals, who serve more than $3 trillion in assets, empowering them with on-demand education, an intuitive marketplace, real-time analytics, and lifecycle management. With a focus on reshaping the advisor experience, SIMON is setting new industry standards, simplifying the complex, and delivering structured investment and insurance solutions, as well as defined outcome ETFs, to investment professionals, centralized within one unique ecosystem. Originally incubated within Goldman Sachs, SIMON launched as an independently operating company in 2018 under the shared ownership and direction of seven leading financial institutions-Barclays, Credit Suisse, Goldman Sachs, HSBC, J.P. Morgan, Prudential, and Wells Fargo. The company is headquartered in New York, NY, with an additional location in Birmingham, AL.