Dan Simon

Advisory Board Member at Aanika Insurance Services Llc

Based in Steamboat Springs, United States

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Seniority

Director

Department

General Business & Management

Location

Steamboat Springs

Industry

Insurance Agencies and Brokerages

Company size

11

Contact information

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Email

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d•••••••@aanikabio.com

Phone

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Background

About Dan Simon

I’ve always been driven by the opportunity to create a healthier, brighter future. This passion has guided my career across energy, biotech, food, healthcare, software, and fintech, where I’ve built and scaled transformative businesses that positively impact millions of lives. Over the last 20 years, I’ve had the privilege of founding and leading three companies from inception to over $100 million in annual revenue and one that surpassed $1 billion, culminating in a public offering: Biofuel Energy Corp (NASDAQ: BIOF). Currently, at Sunny, where we are simplifying healthcare by integrating payments, benefits, and rewards into a seamless, intuitive platform. Together with my trusted team—many of whom I partnered with at Welltok, where we raised $250 million, acquired seven companies, and became leaders in healthcare consumer engagement—we’re creating solutions that drive real value for payers and consumers alike. In under two years, we’ve raised $18 million, launched two groundbreaking software products, and secured a strategic partnership with Costco to help members achieve unmatched savings. Prior to Sunny, I served as a founder, CEO/COO, and investor, with a proven track record of building high-growth technology companies and creating shareholder value. My experience includes multiple successful exits, including mergers, acquisitions, increased valuations, and IPOs. Along the way, I’ve helped scale businesses across 30 countries, served on the boards of multiple companies, universities, and non-profits, and refined a process for leading startups through exponential growth. At Sunny, we are harnessing this expertise to revolutionize healthcare engagement. By simplifying payments, benefits, and rewards, we’re improving member satisfaction, driving acquisition and retention for payers, and ultimately creating a healthier future. If you’re focused on innovation that drives healthier lives and delivers real value, let’s connect.

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