Moment

Moment

Unified fixed income trading and analytics

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

Simplify's Rating
Why Moment is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

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

People at Moment

People at Moment who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • Ramp opens corporate treasury distribution to over 70,000 companies.
  • MarketAxess expands access to institutional fixed-income liquidity.
  • Clients managing over $10 trillion signal strong enterprise demand.

What critics are saying

  • BlackRock Aladdin and SS&C Advent can bundle away enterprise workflows.
  • Partners like Ramp and Webull can commoditize Moment's frontend and API.
  • Model-risk scrutiny rises when AI automates compliance, execution, and tax optimization.

What makes Moment unique

  • Unified fixed-income OS automates trading, research, compliance, and risk workflows.
  • Founders are former Citadel Securities quants and traders.
  • Modern APIs let wealth platforms deploy institutional fixed-income quickly.

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Funding

Total Funding

$134M

Above

Industry Average

Funded Over

4 Rounds

Series C funding is usually for startups that are doing well and are looking for more money to fuel major growth, such as acquiring other companies, expanding into global markets, or launching new product lines. Investors typically include larger venture capital firms and private equity.
Series C Funding Comparison
Above Average

Industry standards

$50M
$50M
Medium
$62M
SeatGeek
$78M
Moment
$100M
Oura

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Unlimited Paid Time Off

401(k) Company Match

Paid Lunches

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

2%

2 year growth

0%
Cision
Jul 9th, 2025
Moment Raises $36M for Fixed Income Automation

Moment has raised $36 million in Series B funding, led by Index Ventures, bringing its total funding to $56 million. The company aims to automate fixed income trading and portfolio management for financial institutions. Moment's platform integrates trading, research, and compliance, enhancing efficiency and execution. Strategic partnerships include LPL Financial and Sanctuary Wealth. The funding will accelerate growth, partnerships, and R&D.

Linqto
Jan 22nd, 2025
DriveWealth News: DriveWealth Partners With Moment Technology

DriveWealth Unicorn News - January 22, 2025 DriveWealth has partnered with Moment Technology Inc. to expand its fixed-income asset class offerings, making the bond market more accessible to retail investors by removing high investment thresholds.

Moment
Oct 4th, 2024
Moment aquires Airfree

With the acquisition of Airfree, Moment confirms its ambitions in the passenger experience and marks a new stage in its deployment.

PR Newswire
Jul 1st, 2024
Webull Announces Partnership with Apex and Moment to Enable Fixed Income Trading

Webull announces partnership with Apex and Moment to enable Fixed Income Trading.

Moment
Mar 1st, 2024
Moment raises €5 million from Eiffel Investment Group to accelerate international expansion

Moment raises €5 million from Eiffel Investment Group to accelerate international expansion.

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