Investor interest in AI-driven financial infrastructure continues accelerating as wealth management firms seek automation tools capable of modernizing trading, compliance, and portfolio operations. Moment is positioning itself within this shift by building AI-native operating systems tailored to institutional investment workflows.
US-based fintech startup Moment has secured $78 million in a Series C funding round led by Index Ventures, with participation from existing investors including Andreessen Horowitz and Avra.
The latest investment comes less than a year after Index Ventures also led Moment’s $36 million Series B round. With the new capital injection, the company has now raised a total of $134 million since launch.
Founded in 2022 by Dylan Parker, Ammer Soliman, and Dean Hathout, Moment develops an AI-powered operating system for investment and wealth management firms. The platform helps financial institutions automate workflows tied to fixed income operations, trading, portfolio rebalancing, compliance, and multi-asset portfolio management.
Moment’s technology is already being used by firms such as Edward Jones, LPL Financial, and Hightower Advisors, highlighting growing institutional demand for AI-driven infrastructure in wealth management.
Speaking at the New York Stock Exchange, CEO Dylan Parker said the company plans to use the fresh funding to accelerate hiring efforts in New York, with a focus on building mission-critical workflows for large financial institutions.
The funding round reflects continued investor confidence in AI-focused fintech infrastructure providers, particularly those targeting operational efficiency and automation across capital markets and wealth management services.
