Overview

Moment provides a specialized Portfolio, Order, and Execution Management System designed for wealth management, catering to large Registered Investment Advisors (RIAs), broker dealers, and private banks. The system allows financial advisors to quickly create personalized investment portfolios, enables traders to set automated rules for executing orders across major trading platforms, and helps portfolio managers automate tasks such as reinvestment, rebalancing, and compliance monitoring. Moment stands out from its competitors by focusing specifically on the needs of wealth management professionals, leveraging the expertise of its founders who have backgrounds in fixed income from top financial firms. The company's goal is to streamline and enhance the trading and portfolio management processes for financial advisors and their clients.

Simplify's Take

What believers are saying

• Increased interest in digital bond trading boosts Moment's market potential.
• Lowering investment thresholds aligns with growing accessibility trends in fixed-income markets.
• Strong venture capital backing, including a $17M Series A, supports Moment's growth.

What critics are saying

• Competition from established fintechs like Robinhood and E*TRADE is intensifying.
• Potential regulatory scrutiny from the SEC could impact Moment's operations.
• Dependence on key partnerships poses risks if strategic directions change.

What makes Moment unique

• Moment specializes in integrating bond trading for fintech and wealthtech platforms.
• Partnerships with DriveWealth and Webull enhance Moment's fixed-income trading capabilities.
• Moment's technology lowers investment thresholds, making bond markets accessible to retail investors.

Help us improve and share your feedback! Did you find this helpful?

YesNo

Funding

Total Funding

$20M

Meets

Industry Average

Funded Over

2 Rounds

Notable Investors:

Andreessen Horowitz

Notable Investors:

Andreessen Horowitz

$17,000,000

Series A

Sep 2023

Series A funding typically happens when a startup has a product and some customers, and now needs funding to scale. This money is usually used to grow the team, expand marketing, and improve the product. Venture capital firms are frequently the main investors here.

Series A Funding Comparison

Above Average

Industry standards

Ind Avg. $15M

$3.7M

$5M

$8.2M

$15M

$17M

$30M

View all funding stages