# Moment

> Moment is a New York fintech building the AI operating system for investment management. Founded in 2022 by former Citadel quants, it unifies trading, portfolio management, research, reporting, and compliance for fixed income and beyond into a single platform with an API layer. In roughly 18 months it grew from powering $300 billion to more than $10 trillion in client assets, working with firms like Edward Jones, LPL Financial, and Hightower Advisors. The company has raised $134 million across rounds led by Index Ventures, with backing from Andreessen Horowitz, Lightspeed, and others.

- **Founded:** 2022
- **Headquarters:** New York, United States
- **Founders:** Dylan Parker (Co-founder & CEO (ex-Citadel)), Ammer Soliman (Co-founder & COO), Dean Hathout (Co-founder & CPO (ex-Citadel))
- **Team size:** ~110 employees
- **Products:** Fixed Income Operating System, Fixed Income API, AI Operating System for Investment Management
- **Notable:** Grew platform assets from ~$300 billion to more than $10 trillion in client assets in under 18 months, Raised $78M Series C less than ten months after a $36M Series B, both led by Index Ventures, Reached $134M in total funding by 2026

## Products & services

- **Fixed Income Operating System** — A unified platform combining trading, portfolio optimization, research, reporting, and risk and compliance, with an automation layer purpose-built for fixed income teams.
- **Fixed Income API** — Developer APIs that let fintechs and financial institutions embed a full suite of fixed income investing tools - pricing, trade routing, order management - into their own products.
- **AI Operating System for Investment Management** — An expansion beyond fixed income into multi-asset workflows: AI-assisted trade grouping, automated compliance checks, real-time monitoring, and client-specific dashboards.

## Achievements

- Grew platform assets from ~$300 billion to more than $10 trillion in client assets in under 18 months
- Raised $78M Series C less than ten months after a $36M Series B, both led by Index Ventures
- Reached $134M in total funding by 2026
- Standardized adoption among top-tier wealth firms including Edward Jones, LPL Financial, and Hightower Advisors
- Supports 60,000+ financial advisors on a single platform

## Latest updates

- **2026-05** — Raised $78M Series C led by Index Ventures with Andreessen Horowitz and Avra; platform reaches $10T+ in client assets.
- **2025-07** — Raised $36M Series B led by Index Ventures; announced LPL Financial partnership.

## Links

- Website: https://moment.com
- LinkedIn: https://www.linkedin.com/company/moment-markets
- Twitter/X: https://twitter.com/_MomentHQ

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Profile page: https://yespress.io/moment
Published by YesPress — https://yespress.io
Last updated: 2026-06-07