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Service Directory Organization Information

Name:

SIMON

Business Categories:

Technology: Software + Services

Product/Service Types:

Customer Experience, eDelivery, Financial Services, Insurance, Investment Firm, Risk & Compliance, Wealth Management Platforms

368 9th Ave., 16th Floor
New York, NY 10001

http://www.icapitalnetwork.com

Contact:

Anjali Johnson

Email:

hello@simonmarkets.com

Phone:

(877) 317-4666

Description:

Launched in 2018, SIMON helps financial advisors build the portfolio of tomorrow by giving them access to more investment opportunities. The SIMON platform offers a marketplace for risk-managed and alternative solutions, including structured investments, annuities, and traditional and progressive alternatives. With education and analytics breaking down the complexity inherent in these products, and a centralized workflow for lifecycle management, financial advisors can learn, transact, and manage client portfolios with confidence. Over 100,000 financial professionals with $5 trillion in client assets turn to SIMON to stay ahead in an ever-evolving investment landscape. For more information about SIMON, visit www.simon.io. Securities products and services offered by SIMON Markets LLC, a broker-dealer registered with the SEC, Member FINRA / SIPC. Annuities and insurance services provided by SIMON Annuities and Insurance Services LLC.