Moment Appoints SIMON Founder Jason Broder as Strategic Advisor
Moment, an AI-driven investment management platform, has appointed Jason Broder as a strategic advisor to its leadership team. Broder brings extensive industry experience, having founded the structured investment platform SIMON while at Goldman Sachs and later serving as Chief Product Officer at iCapital following SIMON's acquisition. The move is intended to bolster Moment's position in the wealth management sector as it integrates AI agents into advisor workflows. Currently, Moment's technology supports institutions overseeing more than $10 trillion in assets and serves over 60,000 financial advisors.
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