← State of Embedded Finance 2026

Simon

Can a CDP built on predictive AI become the connective tissue for enterprise marketing data activation at scale?

Founded2015
HQNew York, New York, United States
Total raised$59M+
Latest roundSeries D
IndustryHorizontal SaaS / Marketing & Customer Data
The story

Founded in 2015 as a customer data platform (CDP) enabling enterprise marketers to segment and activate complex customer datasets, Simon Data has evolved toward AI-powered marketing orchestration, rebranding under the Simon AI moniker. The platform integrates with third-party SaaS tools via sub-processors like Stitch Data and leverages identity graph services from FullContact. Simon Data has not pursued an embedded finance product line; its infrastructure is squarely focused on marketing data workflows rather than payments, lending, or banking.

Last 12 months
Product timeline
2015
Simon Data founded in New York as a customer data platform (CDP) for enterprise marketers, raising an $8M Series A.· pivot
2018
Raised $20M Series B led by Polaris Partners; customer base included Equinox, Venmo, and WeWork.· banking
2019
Raised $30M Series C led by Polaris Partners, doubling client count for two consecutive years.· pivot
2024
Rebranded product presence under Simon AI (simon.ai), emphasizing AI-driven marketing orchestration.· pivot
The stack
Accounting gap: none