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Simon Data

Acquired

Brooklyn, US · Founded 2013 · Delaware corporation · 58 employees on LinkedIn · 3 known investors

Simon AI provides customer data and personalization tools to marketing teams for driving one-to-one customer messaging across touchpoints. The platform helps enterprises access and activate customer data to optimize marketing outcomes including customer acquisition, retention, and lifetime value.

Also known as Simon AI · Simon Data, Inc.

Founders & leadership

Simon Data was founded in 2013 by Jason Davis.

JDJason Davis
Jason DavisinCEO
MWMatt Walker
Matt WalkerinCTO

Investors · 3

Funding

SEC filings, press & company announcements

$5.1M disclosed across 1 of 2 rounds · 2015–2023

$5.1MraisedFeb 2016 · 3 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Jason DavisExecutive Officer, Director
Offering amount
$7M
Amount sold
$5.1M
First sale
Dec 2015
Incorporated
Corporation, Delaware, 2013
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Company profile

researched Aug 2026

Simon Data, which operates its product under the Simon AI brand, offers an "agentic marketing platform" aimed at lifecycle and retention marketers. The platform combines a composable, zero-copy customer data platform (CDP) with conversational AI agents so that users can move from a stated goal to a launched, personalized campaign within a single chat-style workflow. It draws on first-party customer data — web and app behavior such as product views, favorites, page-visit frequency and price-alert clicks; inventory and catalog data including stock by region, price changes, new arrivals and local availability; purchase signals such as abandoned carts and selected variants; and account and lifecycle attributes such as loyalty tier, subscribed channels and recency/frequency — alongside third-party "real-world signals" including weather and forecasts, local events, demographic shifts, social trends, cultural moments and competitor pricing.

The product is organized into three components: Personalization Studio, for planning and shipping campaigns in conversation with agents; Simon AI Agents, a set of composable specialized agents that find, build, launch and learn from each send; and the Composable CDP, which serves as the underlying live-data foundation. Named capabilities include AI Fields (for example, deriving churn risk from sentiment and usage data), Moments generated by Insight Agents that convert external signals into campaign triggers, Adaptive Segments that update with customer behavior, and Blueprints plus Automation Agents for campaign execution without engineering involvement. Marketed outcomes include churn prevention, contextual offers, loyalty and lifetime-value growth, faster launch of contextual personalization, real-time journey adaptation, and shifting data-team effort from campaign data prep to AI performance work.

Business model

Simon Data sells access to its marketing and customer-data platform to brands; the website presents a pricing page and a "Talk to us" sales contact motion rather than self-service sign-up.

Latest developments

Simon AI announced it has been acquired by and is now part of Monetate, pairing its customer and contextual intelligence with Monetate's on-site personalization. Recent product communications describe planning, building and launching personalized campaigns from a single chat, and AI Personas and Affinity Agents for identifying receptive audiences for new launches.

Full profile — market position, technology, go-to-market, geography

Market position

Positioned as an agentic marketing platform and AI-first CDP serving both high-growth brands and large enterprises; following the Monetate acquisition it is presented as the customer and contextual intelligence layer complementing Monetate's on-site personalization.

Technology

An AI-first, zero-copy composable customer data platform paired with composable AI agents (insight, automation and personalization agents) that operate on live customer profiles and third-party contextual signals such as weather, inventory, news, social trends and price drops. Derived constructs include AI Fields, Moments and Adaptive Segments, plus Blueprints for templated campaign execution.

Go-to-market

Direct enterprise sales via "Talk to us" inquiries and demo requests, supported by published pricing, customer references and a content/blog program on agentic marketing.

Lifecycle, retention and personalization marketing teams, along with supporting data teams, at fast-growing consumer brands and Fortune 500 enterprises.

Geography

Headquartered in Brooklyn, United States; the platform references region-level inventory and localized signals such as local weather and events.

Compiled by commissioned research from 1 cited public sources — announcements, filings, and press listed under research sources below.

Key figures

latest reported
HeadcountAug 202658

Company-reported or press-reported figures, each dated to when it was claimed — not independently audited.

Competitors · 8

by search overlap
Netezza18 shared keywordsIBM is a global technology company whose business spans enterprise software (including Red Hat, HashiCorp, and Confluent), IT infrastructure such as mainframes, servers, and storage, and IT consulting services. The company is also investing heavily in quantum computing and AI-based enterprise offerings, including its Lightwell open-source software security clearinghouse and the Anderon quantum wafer foundry.
Twilio15 shared keywordsTwilio provides a cloud-based communications platform that enables businesses to integrate voice, messaging, and video into applications using APIs. The platform combines communication channels, contextual data, and AI orchestration for enterprises and developers building customer experiences.
Zendesk13 shared keywordsThis is Zendesk's internal belonging/diversity and inclusion program page, not a company profile page for an external company. It describes Zendesk's internal culture initiatives and leadership development programs.
Lytics11 shared keywordsLytics is a customer data platform for building and using unified customer profiles. It is now part of Contentstack.
CleverTap11 shared keywordsCleverTap is a customer engagement and retention platform used by businesses to analyze user behavior and run marketing campaigns across channels. It operates in the marketing technology and SaaS space.
Databricks10 shared keywordsDatabricks provides a unified platform for data engineering, analytics, and artificial intelligence, enabling organizations to build and deploy data and AI applications on cloud infrastructure.
DealHub10 shared keywordsDealHub provides a revenue platform that manages sales engagement touchpoints to improve buyer experience and sales team efficiency.
Truera9 shared keywordsSnowflake is a fully managed cloud data platform that integrates data ingestion, processing, analysis, and AI application development across multiple cloud providers. It serves enterprise customers with unified security, governance, and infrastructure for building data and AI workloads.

Companies competing with Simon Data for the same Google search keywords, organic and paid, via search-intersection analysis.

Timeline · 1

launches, deals, and filings
Jan 2025
Simon AI acquired by Monetate

Simon AI announced on its website and blog that it has been acquired by Monetate, combining customer and contextual intelligence with on-site personalization.

source ↗

Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.

Legal entities · 1

corporate structure
Simon DataDelaware

In the news

Research sources · 1

primary sources listed

1 public sources were cited for this profile; the first-party ones are listed here.

Frequently asked questions

What does Simon Data do?
Simon AI (Simon Data) is an agentic marketing platform built on an AI-first composable CDP, now part of Monetate.
Who founded Simon Data?
Simon Data was founded by Jason Davis in 2013.
Who are Simon Data's investors?
Simon Data's investors include .406 Ventures, Commerce Ventures, Slow Ventures.
How much funding has Simon Data raised?
Simon Data has disclosed $5.1M raised across 1 of its 2 known rounds.
Where is Simon Data headquartered?
Simon Data is headquartered in Brooklyn, US.