Simon Data

Customer Data Platformsimondata.com

Simon Data, operating as Simon AI, is a New York-based enterprise software company that provides an AI-native customer data and agentic marketing platform. It serves Fortune 500 and fast-growing brands across retail, live entertainment, travel, subscription, and marketplace verticals with conversational campaign automation, specialized AI agents, and a zero-copy composable CDP.

Company typePrivate
Founded2015
HeadquartersNew York, United States
Headcount101–250
GTM typeB2B
OfferingSoftware

What Simon Data does

Simon Data, operating under the trade name Simon AI, is a New York-based customer data and agentic marketing platform vendor founded in 2015 and serving enterprise marketing organizations. The company markets its product to Fortune 500 leaders and fast-growing brands across verticals including retail, live entertainment, travel and hospitality, subscription services, and marketplaces. Its core offering combines a Composable Customer Data Platform (CDP) with specialized AI agents and a Personalization Studio that allows marketers to plan, build, launch, and optimize personalized campaigns through a conversational interface working directly on live customer data and real-world signals such as weather, inventory, news, social activity, and price changes.

The underlying architecture is a zero-copy Composable CDP that sits on top of existing customer data warehouses (Snowflake, Amazon Redshift), enabling the platform to process unified customer profiles and contextual signals without data duplication. Product modules include Personalization Studio, AI Agents (Insight Agents, Automation Agents, AI Personas, Affinity Agents, Content Agents, and Blueprints), Composable CDP, Predict (predictive analytics for churn and lifetime value), Identity+ (identity resolution), and Match+ (data enrichment), with Strategic Services for adoption support. Documented integrations span data warehouses, marketing automation (Braze, Attentive, Iterable, Klaviyo), advertising (The Trade Desk, Google Ads, Meta, TikTok), commerce (Shopify, Nosto), CRM (Salesforce), and customer support (Zendesk).

The business model is custom-priced, sales-led enterprise SaaS sold on annual subscriptions with no publicly disclosed pricing tiers. Go-to-market is hybrid: direct enterprise sales with "Talk to us" and "Book a demo" CTAs combined with self-serve platform login, supported by a content-led demand-generation engine (Data Unlocked podcast, Simon AI Blog, webinars, guides, case studies). The company has raised approximately $115.8 million across six funding rounds from 2013 through August 2023, with .406 Ventures, F-Prime, and Polaris Partners as repeat backers and Macquarie Capital leading the 2023 Series D of $54 million.

Simon Data firmographics

Firmographics

Name: Simon Data
Legal name: Simon Data
Website: https://simondata.com
Company type: Private
Founded year: 2015
Operating status: Operating
Headcount range: 101–250 employees
Short description: Simon Data, operating as Simon AI, is a New York-based enterprise software company that provides an AI-native customer data and agentic marketing platform. It serves Fortune 500 and fast-growing brands across retail, live entertainment, travel, subscription, and marketplace verticals with conversational campaign automation, specialized AI agents, and a zero-copy composable CDP.
Ownership category
akta.pro rank

Simon Data industry classification

Industry

Product category: Customer Data Platform
NAICS: Software Publishers (513210), Software Publishers (5132), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182), Advertising Agencies (541810)
SIC: Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Processing & Data Preparation (7374), Services-Advertising Agencies (7311)
akta.pro primary industry: Customer Data Platforms (CDP) & Identity Resolution (BPAFAFAD)
akta.pro secondary industries: Marketing Automation Platforms & Services (BPAFAFAC), Customer Data Platform (CDP) & First-Party Data Enablement Services (MPAAAIAE), Data Engineering, Integration & ETL/ELT Services (BPAEAHAB)

Keywords

Customer data platform
Agentic marketing software
Marketing personalization platform
Composable customer data
AI marketing automation

Where Simon Data is headquartered

Location

Headquarters

HQ city: New York
HQ country: United States
HQ region: North America

Markets served

Simon Data business model

Business model

GTM type: B2B
Offering type: Software
Cost components: Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

Platform Subscription: SaaS platform subscription model for access to Simon AI agentic marketing platform, including Personalization Studio, AI Agents, and Composable CDP capabilities

Pricing tiers

Model	Billing	Price
Subscription	Annual	Custom enterprise pricing based on scope and requirements

Go-to-market motion2 records

Distribution channels2 records

Marketing channels8 records

Simon Data product offering

Product offering

Core offering

Simon Data operates the Simon AI Agentic Marketing Platform, a SaaS solution that combines a zero-copy Composable Customer Data Platform (CDP) with AI agents. The platform enables enterprise marketers to unify live first- and third-party customer data, build audience segments, and launch personalized lifecycle campaigns across email, SMS, and paid channels through a conversational interface. Strategic Services are also offered to help enterprise customers accelerate adoption.

Product overview

Simon AI is an Agentic Marketing Platform built on an AI-first architecture with a Composable CDP as its zero-copy data foundation. The platform consists of three core components: Personalization Studio (for conversational campaign planning and execution), AI Agents (specialized composable agents for data insights, content generation, and automation), and Composable CDP (zero-copy customer and contextual data layer). Additional modules include Predict (predictive analytics), Identity+ (identity resolution), and Match+ (data enrichment). Marketers interact with live customer data and real-world signals (weather, inventory, events, market trends) through a natural language interface to build, launch, and optimize personalized campaigns across email, SMS, and other channels.

Differentiator

Problem solved

Functional benefit

Products and services

Simon AI Agentic Marketing Platform
Composable CDP
Personalization Studio
AI Agents
Predict
Identity+
Match+
Strategic Services

Quantifiable outcome

70% performance lift in matching fans to events
+3 more outcomes

Companies that use Simon Data

Customer profile

Named customers13 records

Segments8 records

Ideal customer profiles2 records

Simon Data technology and API

Technology

Technology focussed Yes

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Integration15 records

AI capability7 records

Feature6 records

Simon Data partnerships and signals

Strategic signal

Partnerships

Ten partnerships are on record, tiered core and supporting.

SnowflakecoreTechnology or IntegrationSnowflake integration enables zero-copy data access and processing through Snowflake Cortex AI. Simon AI sits on top of Snowflake data warehouse allowing access to all customer data for marketing automation flows. Platform integration allows processing of customer data without data duplication.
BrazecoreTechnology or IntegrationIntegration with Braze for cross-channel marketing orchestration, enabling personalized campaigns across email, SMS, and other Braze-connected channels.
AttentivecoreTechnology or IntegrationIntegration with Attentive for SMS marketing capabilities, enabling personalized text message campaigns based on customer data and real-world signals.
The Trade DesksupportingTechnology or IntegrationIntegration with The Trade Desk for audience activation and advertising targeting, enabling warehouse data to drive paid media campaigns.
Amazon RedshiftsupportingTechnology or IntegrationData warehouse integration enabling customer data access and processing.
SalesforcesupportingTechnology or IntegrationCRM integration for customer data synchronization and marketing automation.
ZendesksupportingTechnology or IntegrationCustomer service platform integration for unified customer view.
ShopifysupportingTechnology or IntegrationE-commerce platform integration for retail customer data and transaction signals.
KlaviyosupportingTechnology or IntegrationEmail marketing platform integration for campaign execution.
IterablesupportingTechnology or IntegrationCross-channel marketing platform integration for campaign delivery.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Simon Data competitors and assessment

Company assessment

Direct peers

Segment: Twilio-owned Customer Data Platform focused on collecting, cleaning, and routing customer event data to downstream marketing and analytics tools. Directly comparable to Simon Data as a pure-play CDP serving enterprise marketers.
Treasure Data: Enterprise CDP with strong data unification and identity resolution capabilities, serving Fortune 500 brands across retail, automotive, and consumer verticals. Competes head-to-head with Simon Data in the enterprise CDP category.
mParticle: Customer Data Platform offering real-time data quality, identity resolution, and activation integrations. Directly comparable as an enterprise-grade CDP serving similar marketer and data team personas.
Amperity: AI-powered customer data platform focused on identity resolution, data unification, and audience activation for enterprise consumer brands. Closely comparable to Simon Data across retail, travel, and consumer verticals.
ActionIQ: Composable customer data platform offering enterprise data activation, audience building, and analytics. Direct competitor in the composable CDP space, particularly for large B2C enterprises.
Bloomreach: Commerce-focused digital experience platform combining CDP, search, and content personalization capabilities. Competes with Simon Data in retail and e-commerce personalization use cases.

Broad incumbents

Adobe Real-Time CDP: Adobe's CDP offering within Adobe Experience Platform, bundling customer data unification, profile activation, and AI-driven personalization into the broader Adobe marketing cloud. Represents the integrated incumbent alternative to Simon.
Salesforce Data Cloud: Salesforce's CDP / data cloud capability integrated with Marketing Cloud and the broader CRM suite. Competes with Simon Data particularly for customers already standardized on Salesforce, with bundled pricing pressure.

Emerging players

Klaviyo: E-commerce-focused marketing automation and CDP-light platform serving DTC and retail brands. Overlaps with Simon Data on customer data unification and email/SMS activation for retail customers.
Blueshift: AI-driven cross-channel marketing platform combining customer data, segmentation, and personalization. Competes with Simon Data in AI-native marketing activation for mid-market and enterprise B2C brands.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Simon Data financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Simon Data leadership team

Management profile

Number of profiles

Profiles1 record

Simon Data funding detail

Funding detail

Funding overview

Funding rounds12 records

Investors9 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Simon Data M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Simon Data

What does Simon Data do?

Is Simon Data a public or private company?

Simon Data is a private company. It is classified as venture growth investor backed and is currently operating.

When was Simon Data founded?

Simon Data was founded in 2015. It employs 101 to 250 people.

Where is Simon Data based?

Simon Data is headquartered in New York, United States, in the North America region.

How does Simon Data make money?

One revenue line is on record: platform Subscription.

Who are Simon Data's main competitors?

Direct peers on record are Segment, Treasure Data, mParticle, Amperity, ActionIQ and Bloomreach. Broad incumbents are Adobe Real-Time CDP and Salesforce Data Cloud. Emerging players are Klaviyo and Blueshift.

Does Simon Data have an API?

No public API is recorded for Simon Data.

What industry is Simon Data in?

Simon Data's product category is Customer Data Platform. Its primary akta.pro industry code is BPAFAFAD, Customer Data Platforms (CDP) & Identity Resolution, with a secondary code of BPAFAFAC, Marketing Automation Platforms & Services. Its NAICS code is 513210 and its SIC code is 7370.