Monetate, the leader in AI-powered digital and omnichannel personalization, experimentation, and experience optimization, today announced it has acquired Simon AI, the agentic platform built on the AI-first composable customer data platform (CDP). The combination creates the industry’s first platform to unify customer data, understand behavior, act across every channel, and govern every AI decision.

Monetate’s products, Symphony for AI-driven content and product recommendations and 1:1 personalization across web, mobile, app, and store; Maestro for experimentation; Forte for patented, zero-flicker delivery in the most secure and regulated environments; Glasshouse for agentic AI governance; and MONET AI, the agentic engine that powers them all, are trusted by the world’s leading companies and backed by an extensive patent library.

Simon AI brings the missing intelligence layer. Its live, warehouse-native unified customer profile that accurately models identity across all online and offline sources, activates more than 100 marketing channels through an integrated journey builder, and puts an agentic, prompt-driven interface over live customer data and real-world signals such as inventory, price changes, breaking news, and localized weather.

Simon AI’s data capabilities create deep context about each customer and the real-world conditions that influence their decisions. Every recommendation, test, and message draws on precise identity resolution, attributes that predict churn risk and lifetime value, and signals such as social trends and local events. As a unified solution, Monetate and Simon AI understand what a customer has done and what’s true right now, and across every digital interaction offer the products and experiences that best meet their needs.

Both platforms are architected on the same modern technology stacks, cloud-native, with zero-copy integration into data clouds including Snowflake, Databricks, and BigQuery. Monetate and Simon AI will continue to operate as separate products, with out-of-the-box integrations ready to go today so joint customers realize compounding value from day one. The acquisition is accompanied by a significant injection of growth capital: Monetate will significantly increase its investment in product development and in its Concierge and strategic services across both platforms to accelerate ground-breaking innovation across the category.

Steve Maher will serve as Chief Executive Officer of both companies, while Simon AI Co-Founder and CEO Jason Davis will continue to lead Simon AI, a Monetate company, in close partnership with Maher.

“This is the acquisition our industry has been waiting for,” said Maher. “For a decade, brands have been promised a single view of the customer and real-time relevance in every channel, and been handed integration projects instead. Jason and I have spent months architecting something different: two market-leading platforms connected out of the box for managing digital experiences across all surfaces. On day one, a Symphony recommendation can be informed by warehouse-resolved identity, real-time intent, and even the weather outside a customer’s window, and what happens in any channel can shape the next email, the next ad, the next journey. And I could not ask for a better partner than Jason, one of the sharpest founders in this space, as we triple our investment across both platforms and define this category for the next decade.”

“Steve and I have been working on this for months, and the more time we spent together, the more obvious it became that our companies were building two halves of the same platform,” said Davis. “Simon AI unifies customer data where it already lives and orchestrates journeys across more than a hundred channels. Monetate owns the moment of experience, the site, the app, the test, the recommendation. With the combined products, every send and every session is shaped by everything a brand knows about its customer. That is a genuinely groundbreaking solution, and our customers can start using it today.”

Together, Monetate and Simon AI deliver:

  • Connected journeys: on-site personalization and optimization connected into full omnichannel journeys across paid and owned channels.
  • One live customer profile: identity accurately modeled across all offline and online touchpoints, fully customizable and transparent, with zero-copy integration into every major cloud data platform.
  • Real-world context at 1:1 scale: Moments infrastructure that turns inventory changes, product launches, price changes, local weather, and breaking news into individually targeted experiences.
  • Out-of-the-box AI: a fully programmatic prompt interface with zero learning curve for instruction-based deployment, and discovery capabilities that reason about funnel gaps, underperforming channels, and opportunities to optimize revenue and lifetime value.
  • Governed agentic AI: Glasshouse observability and validation over AI-driven decisions, with Forte’s patented delivery for PCI- and HIPAA-regulated environments, on-premise, in the cloud, or hybrid.
  • Proven outcomes: Simon AI customers report results including a 70% performance lift matching fans to events with AI agents at a leading live-entertainment marketplace, and personalization launched up to 10× faster.

Simon AI is trusted by the world’s most recognizable brands, spanning top global fashion retailers, the largest live-entertainment and ticketing marketplaces, leading travel and hospitality groups, major financial institutions, and category-defining subscription brands. The company has been recognized as a Gartner Cool Vendor in Multichannel Marketing, Snowflake’s Powered by Snowflake Partner of the Year, an Elite Snowflake AI Data Cloud Partner, and a G2 CDP Leader with more than 140 five-star reviews.

About Monetate

Monetate is the leader in AI-powered digital and omnichannel personalization, experimentation, and experience optimization, serving hundreds of the world’s leading brands across retail, sporting goods, luxury, financial services, healthcare, travel, and the public sector. Backed by an extensive patent library, Monetate’s platform—including Symphony, Maestro, Forte, Glasshouse, and the MONET AI engine—delivers individually relevant experiences across web, mobile, app, and store, supported by Monetate Concierge teams worldwide. Learn more at monetate.com.

About Simon AI

Simon AI, a Monetate company, combines an AI-first composable customer data platform (CDP) with agents that analyze signals, identify triggers, and orchestrate campaigns that continuously adapt. Brands using the platform go from goal to live campaign in one conversation, letting even small teams perform like much larger ones. Simon AI activates live customer data and real-world context across more than 100 channels, with zero-copy integration into Snowflake, Databricks, BigQuery, and other cloud data platforms. Learn more at simon.ai.

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