Moment
UnclaimedMoment is the AI operating system for investment management, built for the world's largest wealth firms and fintechs.
1
Products
2022
Founded
111
Employees
$156M
Total Raised
Tracking since2022
1product trackedAbout Moment
Moment is the AI operating system for investment management, built for the world's largest wealth firms and fintechs. Moment works with firms managing more than $10 trillion in client assets, including Edward Jones, LPL Financial, and Hightower Advisors and is backed by Index, a16z, and Lightspeed.
Products by Moment
Moment product alternatives
Full alternative lists for each product.
Funding History
Total raised: $156M across 3 rounds
Series A$22MAug 2026
Series C$78MMay 2026
Sources:startups.gallery
Series B$56MSep 2025
Sources:thesaasnews.com
Moment: Frequently Asked Questions
What does Moment do?
The largest RIAs, broker dealers, and private banks trust Moment to power fixed income for their traders and advisors. Founded by former fixed income quants from Citadel and Jane Street and backed by over $50M in funding from the world’s leading investors, Moment has developed the first operating system built specifically for wealth management. With Moment’s solution, advisors can build personalized portfolios in seconds, traders can set rules to automatically execute orders at all of the major trading venues, and portfolio managers can automate reinvestment, rebalancing, and compliance monitoring. Moment is headquartered in the Financial District of New York City.
When was Moment founded?
Moment was founded in 2022.
How much funding has Moment raised?
Moment has raised $156M in total disclosed funding across 3 rounds. Its most recent round was a Series A round in Aug 2026.
How many employees does Moment have?
Moment has approximately 111 employees.
Where is Moment based?
Moment is based in the United States.