Moment

Solving the hardest problems in investment management

New York, United States · Founded 2022 · $134.0M raised

Headquarters
New York
Employees
51–200
Founded
2022
Business Model
B2B
Total Funding
$134.0M
Last Round
$78.0M Series CMay 2026
Rounds
4

About

Moment is an AI-native operating system for investment management, purpose-built for wealth management firms, broker-dealers, RIAs, and fintechs. Founded by former fixed income quants from Citadel and Jane Street, Moment unifies portfolio management (PMS), order management (OMS), execution management (EMS), portfolio accounting, risk and compliance, and data and analytics into a single platform. The system enables advisors to generate personalized fixed income portfolios in seconds, traders to automate order execution across major venues, and portfolio managers to automate rebalancing and compliance monitoring. Clients collectively manage over $8 trillion in assets.

Summary

Moment is a Fintech company based in New York, United States, founded in 2022. It has raised $134.0M in total across 4 rounds, most recently a $78.0M Series C round in May 2026. Investors include Andreessen Horowitz, Contrary Capital and Index Ventures.

Tech & App Stack

4 technologies & apps tracked

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Funding History

Series CSeries CMay 2026
$78.0M

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Investors

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