Moment

What Moment does

Moment is a New York-based fintech company, founded in 2022 by former quants and traders from Citadel Securities and Jane Street, that builds an AI operating system for investment management targeting the world's largest wealth management firms. The platform is architected around seven primitives—Data, Context, Engines, Controls, Queries, Actions, and Audit Trail—designed to let AI agents operate safely inside the regulatory and operational constraints of institutional wealth management. Functional capabilities span natural-language portfolio construction, multi-asset multi-currency optimization with tax-aware budgets, real-time compliance scanning against custom rule sets, held-away and prospect account analysis from PDF statements, integrated order and execution management with smart order routing across fixed income and equities, and surveillance agents that surface tax, risk, and transition opportunities across thousands of accounts.

The company generates revenue through enterprise SaaS subscriptions on multi-year contracts with large financial institutions, with pricing not publicly disclosed and structured on a quote basis. Its go-to-market is direct enterprise field sales supported by dedicated Deployment Strategists who own the full customer lifecycle from demo through implementation and expansion. Primary customers are the largest US wealth firms—Edward Jones, LPL Financial, and Hightower Advisors—supplemented by an API-distributed channel reaching over 220 broker-dealers through the Apex Fintech Solutions partnership, an embedded offering inside Ramp serving more than 70,000 companies, and integrations with MarketAxess, Altruist, and ViewTrade. Total funding raised to date is $134 million across a 2022 seed, a $17 million Series A led by Andreessen Horowitz in September 2023, a $36 million Series B led by Index Ventures in July 2025, and a $78 million Series C led by Index Ventures in May 2026. The company reports that the platform now powers investment management for firms collectively managing more than $10 trillion in client assets and is used by over 60,000 financial advisors.

Name

Moment

Legal name

Moment

Website

https://moment.com

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

101–250 employees

Short description

Moment is a New York-based fintech that builds an AI operating system for investment management, serving large US wealth management firms, broker-dealers, and fintech platforms through enterprise SaaS contracts and API-based distribution.

Ownership category

akta.pro rank

Product category

Wealth Management Software

NAICS

Software Publishers (5132)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Model Serving, Inference & Deployment Platforms (APIs, Edge/On-Prem) (HDAEANAC)

akta.pro secondary industries

Fixed Income Electronic Trading Platforms (Bonds/Credit) (FSAFANAB), Algorithmic Trading & Execution Platforms (FSAFANAN)

Keywords

• AI investment management
• Wealth management platform
• Fixed income trading
• Portfolio optimization
• Trading automation

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Enterprise SaaS Platform Subscription: Platform licensing to large wealth management firms. Firms pay for access to AI operating system for investment management, including trading, portfolio management, and compliance capabilities across asset classes.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels2 records

Core offering

Moment develops an AI-native operating system for investment management that unifies portfolio construction, rebalancing, fixed income trading, order and execution management, compliance monitoring, surveillance, reconciliation, and personalized reporting. The platform is built on seven primitives (Data, Context, Engines, Controls, Queries, Actions, Audit Trail) and exposes AI agents that can autonomously build portfolios from natural-language instructions, run multi-asset multi-currency optimization with tax-aware budgets, execute trades via smart order routing, and scan accounts against custom compliance rules.

Differentiator

Problem solved

Functional benefit

Products and services

• Moment AI Operating System for Investment Management Unified AI-native operating system for investment management, sold under multi-year enterprise subscription contracts to large wealth management firms (broker-dealers, RIAs, global banks); built on seven primitives (Data, Context, Engines, Controls, Queries, Actions, Audit Trail) and powers AI agents for portfolio construction, rebalancing, fixed income trading, order and execution management, compliance surveillance, reconciliation, and personalized reporting.

Quantifiable outcome

• Platform manages $10T+ in client assets, up from $300B less than 18 months ago
• +2 more outcomes

Named customers7 records

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

AI capability7 records

Feature7 records

Partnerships

Six partnerships are on record, tiered core.

• RampcoreStrategic or Co-development Partner · 9 June 2026Strategic partnership to bring institutional-grade cash management and fixed income portfolio access to finance teams directly within Ramp's platform. Combines Moment's fixed income infrastructure (powering trading for firms managing $10T+ in assets) with Ramp's financial operations tools serving over 70,000 companies. Partnership is live with over $1 billion in new deposits added to Ramp's Investment Account within three months.
• Apex Clearing CorporationcoreTechnology or Integration · 9 June 2026Securities custody partner for Ramp's Investment Account, where Moment Advisors portfolios are held. Provides clearing and settlement infrastructure.
• MarketAxesscoreTechnology or Integration · 5 May 2026Partnership launching interface that gives wealth managers and registered investment advisors access to institutional bond pricing through MarketAxess's network of over 2,100 institutional investors and dealers. Aims to close price gap between retail and institutional investors.
• Edward JonescoreTechnology or Integration · 17 February 2026Technology partnership providing Edward Jones Fixed Income Trading area with portfolio proposal tools and cash flow optimization capabilities, enabling advisors to generate customized fixed income portfolios in seconds. Replaced manual time-intensive proposal process.
• LPL FinancialcoreTechnology or Integration · 8 July 2025Partnership to modernize fixed income trading and scale execution capabilities for LPL Financial, one of the largest independent broker-dealers.
• Apex Fintech SolutionscoreTechnology or Integration · 14 September 2023Partnership to serve over 220 broker-dealer clients managing more than $120 billion in assets. Moment provides APIs for trading, data, and portfolio management while Apex provides clearing and settlement infrastructure.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Addepar: Addepar is a wealth management technology platform serving large RIAs, family offices, and institutional investors with portfolio analytics, reporting, and data aggregation. It is the most direct competitor to Moment, competing for the same CIO and CTO budgets at large wealth firms and offering an AI-augmented workflow roadmap.
• Orion Advisor Solutions: Orion provides portfolio accounting, rebalancing, UMA, and trading tools to RIAs and broker-dealers. It directly overlaps with Moment's portfolio construction, rebalancing, and OMS/EMS capabilities and is sold into the same large wealth management segment.
• Envestnet: Envestnet (including Tamarac and Yodlee) is one of the largest wealth management technology platforms, offering rebalancing, UMAs, advisor workstation, and reporting tools. It is a primary incumbent in the categories Moment aims to displace and competes head-to-head for enterprise contracts at large wealth firms.
• Black Diamond (Pershing / BNY): Black Diamond is a portfolio reporting and rebalancing platform for RIAs and wealth managers, owned by BNY/Pershing. It competes with Moment on portfolio analytics, reporting, and advisor workstation workflows at large wealth firms.
• Altruist: Altruist is a custodian and technology platform for RIAs. It is both a Moment customer/partner (powered the fixed income trading center) and a partial competitor, since it is building adjacent capabilities for the same RIA segment Moment targets.

Broad incumbents

• Morningstar: Morningstar provides investment research, portfolio analytics, and data to wealth managers, asset managers, and advisors. Its Morningstar Direct and Advisor Workstation products overlap with Moment's research, portfolio construction, and reporting workflows, with a much broader product portfolio.
• Bloomberg L.P. Bloomberg's Terminal and enterprise data products serve fixed income, equities, and portfolio analytics workflows across buy-side and sell-side firms. It is a broad incumbent that competes with Moment for analytics, fixed income pricing, and trading workflows in larger institutions.
• FactSet: FactSet provides portfolio analytics, market data, and workflow tools to wealth and asset managers. It overlaps with Moment's analytics, fixed income, and reporting workflows as a broad incumbent with deep institutional distribution.

Others

• MarketAxess: MarketAxess operates one of the largest electronic fixed income trading platforms connecting institutional investors and dealers. It is also a Moment partner (announced May 2026), making it both an ecosystem enabler and an adjacent technology provider to Moment's fixed income workflows.

Emerging players

• Riskalyze: Riskalyze provides risk tolerance analytics and proposal generation tools to RIAs and wealth managers. It overlaps with Moment's portfolio construction and proposal generation capabilities, though at smaller scale and with a narrower product scope.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat7 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/_MomentHQ
• LinkedInlinkedin.com/company/moment-markets

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds4 records

Investors9 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Moment