Moment Secures $78 Million Series C to Scale AI Operating System for Investment Management

New York-based financial technology company Moment announced it has raised $78 million in a Series C funding round. The round was led by Index Ventures, with additional participation from Andreessen Horowitz, Avra, and other existing investors. This latest capital injection comes less than 10 months after the company secured its $36 million Series B round, bringing its total funding to $134 million.

Moment provides an AI-powered operating system designed specifically for investment management infrastructure. Founded by former quants and traders from Citadel Securities, the platform replaces fragmented point solutions by unifying trading, portfolio management, and compliance into a single system. Its capabilities include specialized AI agents that handle portfolio construction from natural language, multi-asset portfolio optimization, real-time compliance surveillance, and automated order execution.

This development highlights a major shift as major wealth management firms rapidly adopt artificial intelligence infrastructure to scale personalized services. Moment currently powers platforms for major institutions including Edward Jones, LPL Financial, and Hightower Advisors, collectively supporting firms that manage more than $10 trillion in client assets. For the broader wealth management industry, the platform demonstrates how secure, regulatory-grade AI agents can eliminate hours of manual labor and deliver custom client proposals in seconds.

MMnote: Scaling from $300 billion to $10 trillion in client assets in just 18 months is absolutely wild. It is a clear sign that the industry is finally moving past the experimental chatbot phase and into serious, infrastructure-level automation.

Link to Press Release