Startup profile · funding coverage
Moment funding, valuation and investors
AI operating system for investment management used by Edward Jones, LPL, and Hightower.
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Funding, valuation & investors
Answer-first snapshotLatest funding
Series C
$78M · May 2026
Latest known valuation
Not publicly disclosed
Total disclosed equity funding
$78M
Excludes debt, grants, acquisitions, secondaries, and IPO proceeds.
Current status
private
growth · New York, NY
Overview
Moment is an AI operating system for investment management that unifies trading, portfolio management, and compliance for wealth firms. Founded by former Citadel Securities quants, the company raised a $78M Series C led by Index Ventures in May 2026. The platform powers firms managing more than $10 trillion in client assets, including Edward Jones, LPL Financial, and Hightower Advisors.
Why Moment is interesting
Former Citadel quants built wealth-infra AI OS — $78M Series C led by Index as platform grew from $300B to $10T+ in client assets on its rails in under 18 months.
Product & use cases
Moment replaces fragmented legacy wealth-tech stacks with a unified OS for portfolio optimization, trade execution, compliance, and AI-powered client proposal generation across asset classes.
- AI-generated personalized client investment proposals
- Unified trading and portfolio management for RIAs
- Compliance-aware AI agent deployment in wealth firms
Key facts
- Series C (May 2026): $78M led by Index Ventures — Moment blog, Bloomberg
- Platform powers $10T+ in client assets — up from $300B in 18 months
- Customers: Edward Jones, LPL, Hightower
- Total funding $134M per company
Funding history (newest first)
Series C
2026-05 $78MSource: https://moment.com/series-c
Investors in our directory
Funds linked from Moment's profile — open a fund page for stage focus and related deal articles.
Competitive landscape
Edge: Citadel-grade quant infrastructure packaged for wealth management — rare combination of trading systems DNA and enterprise wealth distribution.
Wealth tech is fragmented across custodians, portfolio systems, and CRM. Moment bets a unified AI OS replaces point solutions. Edward Jones and LPL adoption validates enterprise readiness; incumbents Envestnet and Orion respond with AI features.
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Orion Advisor Solutions direct
Wealth management technology platform.
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Envestnet incumbent
Wealth management infrastructure.
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Addepar adjacent
Portfolio data and reporting for wealth.
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BlackRock Aladdin incumbent
Institutional portfolio management.
Notable stories
- Moment grew from $300B to $10T+ in client assets on its platform in less than 18 months before the Series C — per Index Ventures announcement.
Industries
Related funding articles
Venture Capital Tracker pieces that cover Moment's financing or category context.
FAQs about Moment
Practical answers founders, operators, and investors typically search for.
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