Simon Data
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
Where Simon Data is headquartered
LocationHeadquarters
- 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 offeringCore 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 profileNamed customers13 records
Segments8 records
Ideal customer profiles2 records
Simon Data technology and API
TechnologyTechnology 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 signalPartnerships
Ten partnerships are on record, tiered core and supporting.
- SnowflakecoreSnowflake 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.
- BrazecoreIntegration with Braze for cross-channel marketing orchestration, enabling personalized campaigns across email, SMS, and other Braze-connected channels.
- AttentivecoreIntegration with Attentive for SMS marketing capabilities, enabling personalized text message campaigns based on customer data and real-world signals.
- The Trade DesksupportingIntegration with The Trade Desk for audience activation and advertising targeting, enabling warehouse data to drive paid media campaigns.
- Amazon RedshiftsupportingData warehouse integration enabling customer data access and processing.
- SalesforcesupportingCRM integration for customer data synchronization and marketing automation.
- ZendesksupportingCustomer service platform integration for unified customer view.
- ShopifysupportingE-commerce platform integration for retail customer data and transaction signals.
- KlaviyosupportingEmail marketing platform integration for campaign execution.
- IterablesupportingCross-channel marketing platform integration for campaign delivery.
Scale indicators4 records
Recent moves6 records
Expansion highlights6 records
Simon Data competitors and assessment
Company assessmentDirect 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 social profiles
Digital presenceSimon Data financial estimates
Financial estimateRevenue estimate
Valuation estimate
Simon Data leadership team
Management profileNumber of profiles
Profiles1 record
Simon Data funding detail
Funding detailFunding 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 investmentM&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?
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.
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.