Finantrix
Wealth & Private Banking › Portfolio & Wealth Management › Wealth Management Platform

SIMON Markets

For RIAs and broker-dealers specializing in structured products and seeking to expand alternative investment capabilities.

Unclaimed — profile compiled by Finantrix editorsWork at SIMON Markets? Claim this listing, free, to manage it yourself, add your logo and data sheet, and have buyer inquiries sent to your inbox. Sponsoring a buyer guide is separate, from $499 a year.Claim this listing

Overview

SIMON Markets is assessed in the Finantrix buyer's guide to Alternative Investment Management Platforms for Wealth Managers, where it is rated Emerging Contender. This profile was compiled by Finantrix editors from that assessment; SIMON Markets has not claimed it.

Best for: RIAs and broker-dealers specializing in structured products and seeking to expand alternative investment capabilities.

Strengths: Choose it if structured products are the business. The specialization comes with unique access to investment bank issuances, the technology platform carries real-time pricing and analytics, and alternative investment product coverage is growing.

Considerations: Beyond structured products it is thin. The heavy focus may not address broader alternative investment needs, the operational support team is smaller than the full-service platforms carry, and the track record in traditional private markets is limited.

See something inaccurate or out of date? Let our editorial team know.