# SIMON Markets

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/simon-markets

- Industry: Software
- Headquarters: New York, US
- Total disclosed funding: $100M
- Latest round: Series B (Jul 22, 2021)
- Investors on record: 1

## About

Based in New York, US, and founded in 2018, Simon Markets LLC is a financial technology company that provides financial advisors with access to structured investments and other packaged products. In December 2018, SIMON spun off from Goldman Sachs. The company was chosen by wealth managers who serve more than USD 5 trillion in client assets. In August 2022, Institutional Capital Network, Inc., a portfolio company of Affiliated Managers Group, Inc., Bank of New York Mellon Private Equity, and more, acquired Simon Markets LLC from Barclays, Credit Suisse NEXT Investors, Goldman Sachs Merchant Banking Division, HSBC Bank, JPMorgan Partners, Prudential Private Capital, Wells Fargo Bank, and WestCap.

Simon's platform provides financial advisors with extensive educational content, analytics, and lifecycle management tools to help them accomplish their clients' investment objectives. It delivers structured investment, annuity, and defined outcome ETF solutions to investment professionals, centralized within one unique ecosystem. The company’s solutions include an investment platform (SIMON markets one platform for risk-managed solutions), Simon Spectrum, and analysis tools (performance analysis, efficient frontier, product builder, illustrative pricing, and income calculator).

## Funding rounds

- Series B, Jul 22, 2021, $100M — Westcap Management

## Investors

- Westcap Management (https://capitalatlas.ai/funds/westcap-management) — Series B