CONNECT WITH US
Fintech

Fintech

Moment welcomes Jason Broder, founder of SIMON, as strategic advisor

Global Fintech Series logo

Published on

Add as a preferred source on Google
Moment welcomes Jason Broder, founder of SIMON, as strategic advisor

Moment, the AI partner for investment management, announces that Jason Broder, founder and former CEO of SIMON, has become a strategic advisor to the company’s leadership.

Broder founded SIMON in 2012 while at Goldman Sachs, where it became the first technology platform to deliver structured investments to the desktops of financial advisors. In 2018, he led SIMON’s spin-off into an independent company backed by a consortium of banks. By 2021, the platform was used by more than 100,000 financial professionals across the country. Broder served as SIMON’s CEO until its acquisition by iCapital in 2022, subsequently serving as iCapital’s Chief Product Officer. Earlier in his career, he spent 17 years at Goldman Sachs, ultimately becoming a Managing Director and Head of the Private Investor Product Group.

Read More on Fintech : Global Fintech Interview with Andy Jiang, Head of Product, Slash

“Moment is at the frontier in wealth management. They combine next-generation infrastructure with AI that drives real growth and ROI for their clients,” said Broder. “I’ve never seen a firm who delivers this quickly with such flawless execution — their clients love it.”

“Jason is one of the few people in wealth management that understands what it takes to change the industry,” said Dylan Parker, co-founder and CEO of Moment. “I’ve admired his work for years, and we couldn’t be more excited to have him with us.”

Catch more Fintech Insights : FinTech Memory: Turning Years of Financial Activity Into Continuously Usable Institutional Intelligence



Source link
Related Topics:Fintech

Disclaimer

We strive to uphold the highest ethical standards in all of our reporting and coverage. We TheMorningPulse.fyi want to be transparent with our readers about any potential conflicts of interest that may arise in our work. It's possible that some of the investors we feature may have connections to other businesses, including competitors or companies we write about. However, we want to assure our readers that this will not have any impact on the integrity or impartiality of our reporting. We are committed to delivering accurate, unbiased news and information to our audience, and we will continue to uphold our ethics and principles in all of our work. Thank you for your trust and support.