SIMON Leverages Digital Experience and Network Reach to Design Cryptocurrency Educational Platform for Wealth Managers

As the crypto world collides with wealth management, SIMON will leverage its award-winning platform solutions to empower 85k+ financial professionals with state-of-the-art digital asset education in preparation for marketplace access and new product arrivals

NEW YORK–(BUSINESS WIRE)–#cryptoSIMON Markets LLC (“SIMON”) today announced it will integrate cryptocurrency education into its leading-edge fintech platform for wealth management professionals, delivering on what firms and their financial professionals have been asking for amidst a rapidly growing market. With an innovative, scalable approach to solving for industry-wide challenges, SIMON looks forward to advancing transparency in crypto finance as it has done for structured investments and annuities—by focusing first on education, which will pave the way for marketplace access and new product arrivals.

SIMON is a financial technology platform that provides education, analytics, product selection, and lifecycle management for risk-managed products—including structured investments, annuities, and defined outcome ETFs—to 85k+ financial professionals spanning more than 50 distribution networks. While crypto interest has risen steeply in the last year, the expanding market remains a challenge for professionals to navigate. SIMON’s focus on building a new educational experience for digital assets will deliver on the rising demand for streamlined, accessible education via SIMON’s secure and trusted platform, promote clearer crypto market understanding, and accelerate SIMON’s ability to drive new adoption in a rapidly growing sector of wealth management.

“SIMON is known for the training and certification solutions we’ve designed for other asset classes, adopted by more than 50 distribution networks to help make products more accessible to professionals,” commented Jillian Altamura, Head of Growth at SIMON. “We’ve fielded a lot of requests to outfit our platform with comprehensive blockchain and cryptocurrency curricula, so this is a move to make sure that when the firms we serve are ready to make these products available, the mechanism to do so will already be in place, within the ecosystem they already use. By extension, financial professionals will be supported by a powerful solution that gives them confidence to navigate digital asset investment decisions.”

Joseph Giordano, Chief Business Development Officer of SIMON, added: “The evolution in how crypto is used today is two steps ahead of the wealth management industry. We’re witnessing a turning point in the adoption of digital assets, and education is a powerful, if not the most powerful, point of entry. The expertise and unified experience SIMON can deliver to financial professionals is what they have been waiting for—invaluable resources at their fingertips and the award-winning support they’ve come to expect from SIMON as they explore an expanding market.”


An award-winning fintech company, SIMON is committed to transforming the digital experience for financial professionals, enabling them to better serve their clients. SIMON’s intelligent and innovative platform delivers an end-to-end digital suite of tools to more than 85,000 financial professionals, who serve more than $3 trillion in assets, empowering them with on-demand education, an intuitive marketplace, real-time analytics, and lifecycle management. With a focus on reshaping the advisor experience, SIMON is setting new industry standards, simplifying the complex, and delivering structured investment, annuity, and defined outcome ETF solutions to investment professionals, centralized within one unique ecosystem.

Originally incubated within Goldman Sachs, SIMON launched as an independently operating company in 2018 under the shared ownership and direction of seven leading financial institutions—Barclays, Credit Suisse, Goldman Sachs, HSBC, J.P. Morgan, Prudential, and Wells Fargo. The company is headquartered in New York, NY, with an additional location in Birmingham, AL.

For more information about SIMON, visit and follow the company on Instagram, LinkedIn, and Twitter. Securities products and services offered by SIMON Markets LLC, a broker-dealer registered with the SEC, Member FINRA / SIPC. Annuities and insurance services provided by SIMON Annuities and Insurance Services LLC.


Francie Rawson


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