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SIMON

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Digital platform offering risk-managed investment solutions for financial professionals.

Overview

SIMON operates in the RegTech sector, focusing on risk and compliance management for wealth managers. The platform offers a centralized digital solution aimed at addressing the complexities of modern investment landscapes, which include structured investments, annuities, alternatives, and digital assets. It targets financial professionals and provides advanced analytics, educational resources, and tools for pre-sale, point-of-sale, and post-trade analysis. SIMON utilizes artificial intelligence and blockchain technology to enhance compliance monitoring and risk assessment, aiming to ensure adherence to regulatory standards. The platform's approach is designed to assist wealth managers in delivering client service while maintaining operational integrity and transparency.

Key facts

Founded
2014

Business model

Contact

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About SIMON

What does SIMON do?

SIMON operates in the RegTech sector, focusing on risk and compliance management for wealth managers.

Where is SIMON headquartered?

SIMON is headquartered in New York City, United States.

When was SIMON founded?

SIMON was founded in 2014.

Which sector is SIMON in?

SIMON operates in Compliance & Regulatory Technology, part of Financial Technology.

Who are SIMON's competitors?

Companies similar to SIMON include Fabric, Clarus Risk, and Lumesis.