When was SIMON founded?

SIMON was founded in 2014 and raised its 1st funding round 7 years after it was founded.

Where is SIMON located?

SIMON is headquartered in New York City, United States. It is registered at New York.

How many employees does SIMON have?

As of Aug 31, 2026, the latest employee count at SIMON is 13.

Is SIMON a funded company?

SIMON is a funded company, having raised an undisclosed amount across 2 funding rounds to date. The company's 1st funding round was a $***** Series B round, raised on Jul 22, 2021.

When was the latest funding round of SIMON?

SIMON's latest funding was a $***** Series B round on Feb 15, 2022, with participation from 1 investor. Its primary sector is Investment Tech. In United States, the Investment Tech sector has seen $4.94B in funding in 2026 to date.

Where does SIMON rank among its competitors?

SIMON ranks 100th amongst 1502 active competitors, of which 237 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was FNZ, which secured $450M in Sep, 2026.

Who are the top competitors of SIMON?

SIMON's top competitors include Avaloq, KFin Technologies and Broadridge. Among them, FNZ secured the most recent funding round in September, 2026.

SIMON - 2026 Company Profile, Team, Funding & Competitors

Company Details

Risk management solutions for financial advisors. The company offers a centralized platform for risk management. It offers point of sale and post-trade analysis tools.

Website: simon.io
Social
Email ID: *****@simonmarkets.com
Phone Number: +1 **********
Part Of
Registered Address: New York

Key Metrics

Founded Year

2014

Location

New York City, United States

Stage

Acquired

Latest Funding Round

Series B, Feb 15, 2022, $*****

Investors

Citi & 9 more

Ranked

100^th among 1502 active competitors

Employee Count

13 as on Aug 31, 2026

Similar Companies

Avaloq & 1466 more

Exit Details

Acquired by iCapital (May 25, 2022)

View SIMON's full profile

SIMON is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
SIMON MARKETS LLC CIN: 822447643 , United States, Active	Aug 07, 2017	-	-	-

SIMON got acquired by iCapital on May 25, 2022.

Click here to take a look at SIMON's acquisition in detail

SIMON has raised funding over 2 rounds. Its first funding round was on Jul 22, 2021. Its latest funding round was a Series B round on Feb 15, 2022 for $*****. 1 investor participated in its latest round. SIMON has 10 institutional investors.

Here is the list of recent funding rounds of SIMON:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Feb 15, 2022	3306927	Series B	1184745	6950339	4983196	9520528
Jul 22, 2021	4640384	Series B	9049804	6087976	WestCap	Barclays & 5 more

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View details of SIMON's funding rounds and investors

SIMON's employee count trend

SIMON has 13 employees as of Aug 26. Here is SIMON's employee count trend over the years:

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Top competitors of SIMON include Avaloq, KFin Technologies and Broadridge. Here is the list of Top 10 competitors of SIMON, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Avaloq 1985, Zurich (Switzerland), Acquired	Cloud-based solutions for financial institutions	$301M	BlackRock, Warburg Pincus & 3 others	76/100
2nd	KFin Technologies 2017, Hyderabad (India), Public	Provider of software solutions for transaction management, compliance, and data analytics	$42.1M	Kotak Mahindra Bank, Compar Estates and Agencies ... & 11 others	76/100
3rd	Broadridge 2007, United States, Public	Provider of tech solution for financial service and customer communication	-	Back Bay Group, Zühlke & 4 others	73/100
4th	Altruist 2018, Culver City (United States), Acquired	Portfolio management software for financial advisors	$602M	Venrock, Insight Partners & 17 others	72/100
5th	SEI 1968, Oaks (United States), Public	Wealth and investment management solutions for institutional investors	-	UBS, Capitala Group	71/100
6th	Addepar 2009, Mountain View (United States), Series G	Wealth management solutions for advisors	$759M	WestCap, Valor Equity Partners & 60 others	71/100
7th	FNZ 2003, London (United Kingdom), Acquired	Provider of wealth management platforms for financial institutions and advisors	$3.97B	General Atlantic, Temasek & 14 others	70/100
8th	Centricity 2022, Gurugram (India), Series A	Digital private wealth management platform for individuals	$51M	Burman Family, SMBC Asia Rising Fund & 40 others	70/100
9th	Cytora 2012, London (United Kingdom), Acquired	Risk management solutions for insurers and underwriters	$41.5M	EQT, Parkwalk & 41 others	67/100
10th	Shift Technology 2014, Paris (France), Series D	Provider of AI solutions for insurance underwriting, claims, and risk	$320M	Accel, Bessemer Venture Partners & 15 others	67/100
100th	SIMON 2014, New York City (United States), Acquired	Risk management solutions for financial advisors	-	Goldman Sachs Investment Partners, Citi & 8 others	50/100