Moment
NYC-based company automating trading and portfolio management workflows for fixed income teams
CORE INFO
Moment is a fintech company that automates trading and portfolio management for fixed income teams within financial institutions, enhancing efficiency for wealth management firms.
- Moment raised $78 million in a Series C funding round in May 2026, led by Index Ventures, with participation from Andreessen Horowitz and Avra.moment.com
- Moment collaborates with firms managing over $10 trillion in client assets, including Edward Jones, LPL Financial, and Hightower Advisors.globenewswire.com
- Moment's platform has expanded from managing $300 billion to over $10 trillion in client assets within 18 months.moment.com
WHY WE WOULD WORK AT MOMENT
Innovative AI Solutions
Join a team that is revolutionizing fixed income trading with an AI-native operating system, enhancing efficiency for firms managing over $10 trillion in assets.
Collaborative Culture
Work alongside industry veterans from top firms like Citadel and McKinsey, fostering a culture of innovation and teamwork.
Competitive Compensation
Benefit from a robust funding history of $134 million, ensuring competitive salaries and growth opportunities as the company expands.
Rapid Growth Potential
Be part of a fast-growing startup that scaled from managing $300 billion to over $10 trillion in assets in just 18 months.
Impactful Work
Contribute to modernizing portfolio management for wealth management firms, making a tangible difference in how they operate.
Cutting-Edge Technology
Engage with advanced technologies that unify trading, research, and compliance into a single platform, setting new standards in fintech.
MARKET AND TRACTION
TOTAL ADDRESSABLE MARKET
NOTABLE CUSTOMERS
KEY METRICS
✦ KEY METRICGROWTH TACTICS
COMPETITIVE ADVANTAGE
PRODUCT AND TECH
AI-Native Operating System
Moment's AI-native operating system integrates trading, research, portfolio optimization, reporting, and compliance monitoring into a single platform, streamlining workflows for fixed income teams and enhancing overall productivity.
Automated Portfolio Management
The platform automates portfolio management workflows specifically for fixed income teams, allowing wealth management firms to manage client assets more effectively and efficiently.
Compliance Monitoring Tools
Moment's technology includes compliance monitoring features that ensure adherence to regulatory requirements, reducing the risk of non-compliance for financial institutions.
Integrated Reporting Solutions
The platform provides integrated reporting capabilities, enabling firms to generate comprehensive reports on portfolio performance and compliance, which aids in informed decision-making.
Collaboration with Major Firms
Moment collaborates with leading financial institutions managing over $10 trillion in client assets, showcasing the platform's scalability and effectiveness in the wealth management sector.