About Simon markets llc
Simon Markets LLC: Empowering Financial Professionals to Invest and Discover the Impact of Risk-Managed Solutions
Simon Markets LLC is an investment platform that empowers financial professionals to learn, invest, and discover the impact of risk-managed solutions. The company was founded in 2018 by Jason Broderick, Matthew Bergeron, and Cayce Bohnet with a mission to democratize access to alternative investments for financial advisors.
The platform offers a wide range of investment products including structured notes, annuities, market-linked CDs, mutual funds, ETFs (exchange-traded funds), and more. Simon Markets LLC provides a seamless experience for financial advisors who want to diversify their clients' portfolios with alternative investments.
One of the key features of Simon Markets LLC is its proprietary technology that streamlines the investment process. The platform allows financial advisors to easily search for products based on their clients' needs and preferences. Advisors can also compare different products side-by-side using advanced analytics tools.
Another advantage of Simon Markets LLC is its focus on risk management. The company offers a suite of risk-managed solutions that help investors protect their portfolios from downside risks while still participating in potential upside gains. These solutions include principal protection strategies, buffer strategies, and more.
Simon Markets LLC also provides educational resources for financial professionals who want to learn more about alternative investments and risk management strategies. The company hosts webinars, publishes white papers and research reports on various topics related to investing.
In addition to its core business as an investment platform provider for financial advisors, Simon Markets LLC has also launched several innovative initiatives in recent years:
- In 2020, the company launched "Simon Annuity Marketplace", which allows insurance carriers to distribute annuity products directly through the platform.
- In 2021, Simon Markets LLC announced a partnership with Nasdaq Dorsey Wright (NDW) that will enable users of NDW's model portfolio technology access directly through Simon's marketplace.
- Also in 2021 they announced they had raised $30 million dollars in Series B funding led by Y Combinator Continuity Fund along with participation from existing investors including General Catalyst Partners & Bain Capital Ventures
Overall ,Simon markets llc has quickly established itself as one of the leading players in the fintech industry . Its innovative approach towards providing easy access towards alternative investments coupled with its focus on risk management makes it an attractive option for both individual investors as well as institutional clients alike . With continued growth expected over coming years , it seems likely that this firm will continue making waves within this space .