Moment

Moment makes investment management software with AI agents for large wealth management firms and fintech companies. Its platform puts trading, portfolio management and compliance for many asset classes and currencies on one data model, replacing the separate bond-trading, rebalancing, UMA, direct indexing and reporting systems many firms run side by side.

Firms use it to build custom portfolios from plain-language instructions and to optimize every account against a firm-defined objective, with tax budgets, direct indexing and coordination of gains and losses across sleeves. Surveillance agents scan accounts for tax, risk and transition opportunities and turn them into proposals. Advisors can upload a prospect's statement to analyze held-away holdings and build a transition plan. Compliance agents check accounts, transactions and orders against rule sets set by compliance staff, and built-in order and execution management handles much of the trading in bonds and stocks with smart order routing. The design is modular, so a firm can adopt a few workflows first.

Moment was founded in 2022 by a team that previously worked as quants and traders at Citadel Securities and is based in New York. In May 2026 it announced a $78 million Series C led by Index Ventures, bringing total funding to $134 million, with Andreessen Horowitz and Lightspeed among its backers. The company says firms using it manage more than $10 trillion in client assets. Dylan Parker is CEO.