# Moment Appoints SIMON Founder Jason Broder as Strategic Advisor to Its AI Wealth Platform

> Moment has named Jason Broder, founder and former CEO of SIMON, as strategic advisor as the AI investment platform serves more than 60,000 financial advisors.

- Published: 2026-11-07T20:56:16+00:00
- Section: Leadership
- Author: News Desk
- URL: https://newsforagent.com/news/2026-11-07/moment-jason-broder-strategic-advisor
- Source: [Pulse 2.0](https://pulse2.com/moment-appoints-simon-founder-jason-broder-as-strategic-advisor-to-expand-ai-powered-wealth-management-platform/)

## Key takeaways

- Jason Broder, founder and former CEO of SIMON, joins Moment as a strategic advisor.
- Broder spent 17 years at Goldman Sachs before founding SIMON in 2012 and later became Chief Product Officer at iCapital.
- Moment's platform is used by more than 60,000 financial advisors at firms overseeing over $10 trillion in assets.

[Moment](https://akta.pro/company-profiles/00000ue/moment) has appointed Jason Broder, founder and former CEO of SIMON, as a strategic advisor, Pulse 2.0 [reported](https://pulse2.com/moment-appoints-simon-founder-jason-broder-as-strategic-advisor-to-expand-ai-powered-wealth-management-platform/). Broder, a former iCapital executive, will advise the leadership team of the New York-based AI investment management company as it expands adoption among investment management organizations.

## Broder's Path From Goldman to SIMON

Broder founded SIMON in 2012 while at Goldman Sachs, where the platform was first built to give financial advisors access to structured investment products. In 2018 he led SIMON's separation from Goldman Sachs, backed by a consortium of banking institutions. By 2021 the platform was used by more than 100,000 financial professionals nationwide, and Broder served as CEO until iCapital acquired the company in 2022.

He then became Chief Product Officer at iCapital, working on technology for alternative investment access and investment management workflows. Before founding SIMON, Broder spent 17 years at Goldman Sachs, ultimately as a Managing Director and Head of the Private Investor Product Group.

"Moment is at the frontier in wealth management," Broder said. "They combine next-generation infrastructure with AI that drives real growth and ROI for their clients."

Dylan Parker, co-founder and CEO of Moment, said: "Jason is one of the few people in wealth management that understands what it takes to change the industry."

## Moment's Funding and Platform Scale

According to akta.pro [company records](https://akta.pro/company-data), Moment closed a $78 million Series C in May 2026 led by Index Ventures with participation from Andreessen Horowitz and Avra, bringing total funding to $134 million. The same records show the platform powers investment management for firms collectively managing more than $10 trillion in client assets, up from $300 billion less than 18 months ago, and is used by more than 60,000 financial advisors.

## Earlier Funding and Partnerships

In May 2026, PYMNTS.com reported that Moment raised $78 million in a Series C led by Index Ventures, with the platform then powering firms managing over $10 trillion in assets. FinTech Futures reported the same month that the round brought total funding to $134 million. In June 2026, Moment struck a strategic partnership with Ramp to embed its fixed income infrastructure into Ramp's platform, generating over $1 billion in new deposits to Ramp's Investment Account within three months, according to akta.pro records.

## Broder's Advisory Scope

Moment said Broder will advise as the company develops additional AI capabilities and expands its relationships with financial institutions. The company's platform incorporates AI agents into investment management operations for advisors and the teams servicing investment accounts.

## Companies in this story

- [Moment company profile](https://akta.pro/company-profiles/00000ue/moment) · website: https://moment.com

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