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Moment

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The largest RIAs, broker dealers, and private banks trust Moment to power fixed income for their traders and advisors.

1

Products

2022

Founded

125

Employees

$56M

Total Raised

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About Moment

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. Learn more below and follow the team’s rapid growth here on LinkedIn.

Products by Moment

Funding History

Total raised: $56M across 1 round

Series B$56MSep 2025