Work Here?
Overview
Moment provides a unified fixed income platform that combines trading, risk management, and analytics. It offers real-time pricing and inventory for building bond ladders and other fixed income strategies, accessible via a modern REST API to automate portfolio management, including reinvestment and tax-loss harvesting. The platform wraps trading, research, portfolio optimization, reporting, and risk management into a single service, enabling clients to build personalized portfolios, set automated trading rules, and monitor open positions for risk control. What sets Moment apart is its end-to-end, fully automated, all-in-one solution with a fast integration path, designed specifically for fixed income workflows rather than generic trading tools. Moment’s goal is to accelerate fixed income capabilities for wealth managers, financial advisors, traders, and portfolio managers by delivering an integrated, data-driven infrastructure for trading, risk, and analytics.
About Moment
Industries
Data & Analytics
Enterprise Software
Fintech
Financial Services
Company Size
51-200
Company Stage
Series C
Total Funding
$134M
Headquarters
New York City, New York
Founded
2022
Get referred to Moment
See people who can refer or advise you
Simplify's Take
What believers are saying
- Series C closed June 24, 2026, raising $78 million and $134 million total.
- Moment now serves firms managing over $10 trillion, including Edward Jones and LPL.
- Ramp added over $1 billion deposits in three months through Moment’s live product.
What critics are saying
- MarketAxess and Ramp can disintermediate Moment by embedding its workflows directly.
- FINRA, SEC, and broker-dealer compliance burdens will intensify as Moment expands products.
- If liquidity partners defect, Moment loses pricing edge and enterprise trust quickly.
What makes Moment unique
- Former Citadel Securities traders built Moment’s fixed-income stack for wealth firms.
- MarketAxess integrated its 2,100-dealer liquidity network into Moment on May 5, 2026.
- Ramp launched Moment-powered treasury accounts June 9, 2026, proving enterprise distribution.
Help us improve and share your feedback! Did you find this helpful?
Funding
Total Funding
$134M
Above
Industry Average
Funded Over
4 Rounds
Andreessen Horowitz
Index Ventures
Lightspeed Venture PartnersIndustry standards
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Unlimited Paid Time Off
401(k) Company Match
Paid Lunches
Growth & Insights and Company News
6 month growth
↑ 2%1 year growth
↑ 0%2 year growth
↑ 0%Webull has launched Managed Bond Portfolios, marketed as the first robo-advised individual bond portfolio offering for retail investors. The service, powered by fixed income infrastructure provider Moment, provides professionally managed portfolios of individual bonds through Webull Advisors. The offering includes two strategies: Enhanced Cash, investing in US Treasury securities with a $500 minimum and 15 basis point annual fee, and High Income, targeting 6%+ annualised income with a $2,000 minimum and 30 basis point fee. Traditional individually managed bond portfolios typically require $250,000 minimums with 0.50% to 1.00% annual fees. The service provides direct bond ownership whilst Webull Advisors handles portfolio construction and management. Moment's infrastructure enables the platform to deliver institutional-grade fixed income management at retail scale. The offering is available exclusively to US investors.
Moment, an AI operating system for investment management, has partnered with financial operations platform Ramp to bring institutional-grade cash management to corporate finance teams. The collaboration allows businesses to access professionally managed fixed income portfolios directly within Ramp's platform, which serves over 70,000 companies managing more than $200 billion in annual purchases. The partnership addresses a gap in corporate treasury, where companies previously faced a choice between basic embedded fintech products or operationally intensive legacy banking relationships. Through Ramp's Investment Account, customers can now access automated portfolio optimisation, reinvestment and rebalancing without manual workflows. The service is live today, with over $1 billion in new deposits added within the last three months. Moment works with firms managing more than $10 trillion in assets.
Engineering the future of investment management with the world's leading financial institutions.
Moment, an AI operating system for investment management, has raised $78 million in a Series C round led by Index Ventures, with participation from Andreessen Horowitz and Avra. The funding comes less than 10 months after the company's $36 million Series B. The New York-based startup now powers investment management for firms collectively managing over $10 trillion in client assets, up from $300 billion 18 months ago. Clients include Edward Jones, LPL Financial and Hightower Advisors. Founded by former Citadel Securities quants and traders, Moment replaces fragmented investment management software with a unified platform that enables AI agents to handle portfolio construction, compliance scanning, trading and tax optimisation across multiple asset classes. The company has raised $134 million in total funding.
MarketAxess, operator of a leading electronic trading platform for fixed-income securities, has partnered with Moment, an AI platform for investment management, to provide wealth managers and registered investment advisors access to institutional fixed-income liquidity. Moment's clients will now access liquidity from MarketAxess's network of over 2,100 institutional investors and dealers. The integration enables retail order-driven markets to connect with traditional institutional request-for-quote markets. Moment's clients manage over $10 trillion in assets and include LPL Financial, Edward Jones and Hightower. "By partnering with Moment, we are extending that institutional liquidity to retail investors, helping improve execution quality and outcomes for end investors," said Chris Concannon, CEO of MarketAxess. The partnership aims to reduce the bifurcation between retail and institutional fixed-income markets.
Moment is Hiring for 15 Jobs on Simplify!
Find jobs on Simplify and start your career today
About Moment
Industries
Data & Analytics
Enterprise Software
Fintech
Financial Services
Company Size
51-200
Company Stage
Series C
Total Funding
$134M
Headquarters
New York City, New York
Founded
2022
Moment is Hiring for 15 Jobs on Simplify!
Find jobs on Simplify and start your career today