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Moment

Category: AI in Fintech

AI operating system for investment management that unifies trading, portfolio management, and compliance for wealth management firms Moment was founded in 2022. The company is led by Dylan Parker. Based in New York, New York. Team size: 101-500. Total funding raised: $134M. Latest round: Series C. Key investors include Index Ventures, Andreessen Horowitz (a16z), Lightspeed Venture Partners, Avra, Venrock, Neo, Contrary Capital.

Founded
2022
Headquarters
New York, New York
Team size
101-500
Total funding
$134M

Value proposition

Moment provides a unified AI operating system for investment management that replaces fragmented legacy tools with a single platform integrating trading, portfolio management, compliance, and order execution. It enables wealth management firms to safely deploy AI agents in production, allowing advisors to build custom portfolios via natural language in seconds, automate compliance surveillance across thousands of accounts, and optimize tax-sensitive portfolios — all with regulatory-grade controls.

Products and solutions

AI Operating System for Investment Management (unified trading, portfolio management, compliance, order execution with smart order routing), AI-powered portfolio construction via natural language, Compliance surveillance and real-time trade/account/regulation matching, Tax optimization and portfolio transition management, Fixed income trading and data platform

Unique value

The only AI operating system purpose-built for investment management that unifies trading, portfolio management, and compliance on a single data model with regulatory-grade AI agent deployment capabilities

Target customer

Wealth management firms, independent broker-dealers, RIAs, and financial institutions managing large-scale client assets

Industries served

Wealth Management, Investment Management, Fixed Income Trading, Financial Services

Technology advantage

Built from the ground up with a unified data model enabling AI agents to operate safely in regulated environments; regulatory-grade controls for AI deployment; modular architecture allowing progressive AI adoption; deep fixed-income domain expertise from founding team (ex-Citadel Securities, Jane Street quants); embedded engineering model with major clients for co-development

How they differentiate

Unlike legacy wealth management platforms that are fragmented across different tools for trading, portfolio management, and compliance, Moment provides a single unified data model and AI operating system purpose-built for safe AI agent deployment in regulated environments. Its founding team's deep quant finance expertise (Citadel Securities, Jane Street) gives it unique credibility in fixed income markets, and its modular architecture allows firms to start with core workflow modernization and progressively unlock AI capabilities.

Main competitors

Envestnet, Addepar, Charles Schwab Wealth Management Platform

Key partnerships

Edward Jones, LPL Financial, Hightower Advisors, Ramp (cash management partnership), Apex Fintech Solutions (first client), ViewTrade (fixed income market access partnership)

Notable customers

Edward Jones, LPL Financial, Hightower Advisors

Major milestones

2022: Company founded by ex-Citadel Securities and Jane Street quants, 2023: Seed round led by Contrary + $17M Series A led by a16z, 2024: Lightspeed invests in Series A, 2025-07: $36M Series B led by Index Ventures, 2025: Signed LPL Financial as strategic partner, 2026-05: $78M Series C led by Index Ventures with a16z and Avra, Scaled from $300B to $10T+ in client assets on platform, Signed Edward Jones, LPL Financial, and Hightower Advisors

Growth metrics

$10T+ in client assets on platform (up from $300B 18 months prior); 60K+ financial advisors; 220+ broker-dealer clients

Market positioning

Moment positions itself as the AI-native operating system for investment management, targeting the largest wealth management firms. It differentiates from legacy wealth management platforms (Envestnet, Addepar) by offering a unified data model purpose-built for AI agent deployment with regulatory-grade controls. The company has rapidly scaled from powering $300B in client assets 18 months ago to over $10T today, serving 60K+ financial advisors.

Geographic focus

United States (primary); expanding within North America

About Dylan Parker

Ex-Citadel Securities Fixed Income Quantitative Researcher; Harvard University (BA in Statistics and Computer Science)

Official website: