FundedIQ
Financial Services

SIMON: Funding, Investors & Team (Aug 2026)

SIMON develops an online distribution platform for financial professionals that focuses on structured investments. It began operation in December 2018, with its headquarters in New York City.

www.simon.io LinkedIn New York, United States 101-250 employees
Total raised
$100M
Rounds
2
Latest
Corporate Round
Feb 2022

SIMON has raised $100M across 2 funding rounds on record, the most recent a Corporate Round of $100k announced in Feb 2022.

That round is below the $14M median round size for Financial Services companies tracked on FundedIQ over the last two years.

SIMON Company Profile and Key Stats

Total funding raised
$100M
across 2 rounds on record
Funding rounds on record
2
Latest funding round
Corporate Round
$100k in Feb 2022
Employees
101-250
reported band
Headquarters
New York, United States

Latest funding round on record: Feb 2022.

SIMON Funding Rounds

Date
Round
Amount
Corporate Round
$100k
Series B
$100M

SIMON raised $100M in a Series B announced in Jul 2021.

7 months later, a Corporate Round of $100k was announced in Feb 2022.

SIMON Founders and Leadership Team

Name
Role
Contact
Jason Broder
CEO
Locked

Contact details for the SIMON team: 1 of 1 has an email address on file.

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SIMON Funding Compared to Other Financial Services Startups

Segment
Companies
Median round

SIMON's latest round of $100k is below the median round in Financial Services. Medians cover the last 24 months of disclosed rounds.

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SIMON Funding FAQs

What does SIMON do?

SIMON develops an online distribution platform for financial professionals that focuses on structured investments. It began operation in December 2018, with its headquarters in New York City.

How much funding has SIMON raised?

SIMON has raised $100M across 2 rounds on record. The most recent is a Corporate Round of $100k announced in Feb 2022.

When did SIMON last raise funding?

SIMON's most recent funding round on record is a Corporate Round of $100k, announced in Feb 2022.

Who is the CEO of SIMON?

Jason Broder is listed as CEO at SIMON.

Where is SIMON headquartered?

SIMON is based in New York, United States.

How many employees does SIMON have?

SIMON is in the 101-250 employee band.

How does SIMON's funding compare to other Financial Services startups?

SIMON's latest round of $100k is below the $14M median round size for Financial Services companies on FundedIQ across 5,745 tracked companies over the last two years.

About FundedIQ's SIMON Funding Data

FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.

Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for SIMON is left off this page rather than filled in.

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