Moment
AI operating system for wealth portfolio management and trading
Moment provides an AI operating system for investment management combining trading, portfolio management, optimisation, compliance and execution, with roots in fixed income. Founded by former Citadel Securities quants, it serves large wealth platforms.
GAII take
Tier-one wealth customers and quant pedigree; more infrastructure than advice, bridging wealth and trading tech.
Tier-one wealth customers and quant pedigree; more infrastructure than advice, bridging wealth and trading tech.
- Website
- moment.com
- Headquarters
- New York, NY, USA
- Company type
- Scale-up
- Funding
- $134M · Series C+
- Latest round
- Series C · $78M · May 2026
- Status
- Active
- Founders
- Dylan Parker
- Investors
- Index Ventures, Andreessen Horowitz, Lightspeed Venture Partners, Avra
- Named customers
- Edward Jones, LPL Financial, Hightower Advisors
- Also in
- Quant, Portfolio & Trading
- Buyer
- Wealth managers & RIAs
- Asset class
- Fixed income & creditMulti-asset
- Workflow
- Portfolio constructionTrading & executionCompliance
- Ai capability
- Agents & automationTime-series ML
- Delivery
- SaaS application
GAII ID GAII-T0294 · Updated 2026-10-22 · Compiled from public sources for educational and informational purposes. Not investment advice.