Moment Funding, Investors & Competitors

Moment has raised $134M across 4 funding rounds, most recently a $78M Series C in May 2026.

Last Moment funding round

$78M

Series C · May 2026

Cumulative funding Moment raised

$134M

across 4 funding rounds

Key investors in Moment

  • Andreessen Horowitz
  • Venrock
  • Neo
  • Contrary
  • Index Ventures
  • Henry Kravis
  • Lightspeed Venture Partners
  • Evolution Ventures

Moment Overview

About Moment

Moment is a New York-headquartered fixed-income platform that unifies trading, research, portfolio management, compliance, and risk reporting for institutional investors and fintech firms. The system provides order and execution management, real-time analytics, portfolio accounting, automated bond execution, smart order routing, and fractional bond access through SOC-2 certified infrastructure with API integrations.


Founded

2022

HQ

United StatesNew York City, NY

Website

moment.com

Status

Privately held

Customer focus

B2B

Revenue model

Subscription

Moment Funding History

Moment has raised a total of $134M across 4 funding rounds.

Moment's first fundraising round was a $3M seed round in May 2022. The most recent completed round was a $78M Series C in May 2026.

Moment funding rounds

Moment funding rounds
DateStageInvestorsRaisedDeal Summary
May 2026Series CIndex Ventures (lead); Andreessen Horowitz; Avra Capital$78MMoment, which builds an AI operating system for investment management, has closed a $78 million Series C round. Index Ventures led the round, joined by Andreessen Horowitz, Avra, and other returning backers. The Series C arrives less than ten months after the company's $36 million Series B — a round Index Ventures also led. Jan Hammer, Partner at Index Ventures, framed the firm's decision to double down: "Investment management is being rebuilt around AI, and it's happening at Moment." He pointed to Index's track record with the financial infrastructure companies that shaped the previous era of fintech, adding that the pattern at Moment is unmistakable, with the world's leading wealth firms staking their next decade on the company's team and architecture. Having led the Series B, Hammer said Index is now backing what it sees as the company defining the AI era of investment management.
Jul 2025Series BIndex Ventures (lead); Neo; Andreessen Horowitz; Venrock; Lightspeed Venture Partners; Contrary$36MMoment is a New York-based FinTech company founded in 2022 by Dylan Parker, Ammer Soliman, and Dean Hathout that automates trading and portfolio management workflows for fixed-income teams at financial institutions. The founding team brings deep domain expertise from building automated credit desks at Citadel Securities and Jane Street. The company's unified operating system consolidates trading, research, portfolio optimization, reporting, and compliance monitoring into a single platform, using AI to execute trades in seconds, generate portfolios from emails, and maintain real-time regulatory compliance. Moment processes over 3 million orders while maintaining sub-second execution times and enables clients to manage portfolios across hundreds of thousands of accounts simultaneously. In July 2025, Moment raised $36 million in Series B funding led by Index Ventures, with participation from Andreessen Horowitz, Lightspeed Venture Partners, Venrock, Neo, and Contrary Capital, bringing total funding to $56 million. The round was designed to accelerate growth, deepen partnerships with major financial institutions including LPL Financial (over $2 trillion in assets under management) and Sanctuary Wealth (over $50 billion in assets under management), invest in research and development, and expand the New York-based team. Index Ventures partner Jan Hammer, who had previously been a board member at Robinhood and Adyen, joined Moment's board as part of the investment. The company's platform automation capabilities enable fixed-income teams to win new business, unlock eight-figure revenue channels, and significantly improve productivity compared to spreadsheet-driven workflows that remain prevalent across most financial institutions.
Sep 2023Series AAndreessen Horowitz (lead); Neo; Venrock; Henry Kravis; Evolution Ventures; Contrary$17M-
May 2022SeedContrary (lead); Fethi Kamisli; Neo; Venrock; Henry Kravis; Cem Garih$3M-

Who has invested in Moment?

11 investors have backed Moment across its funding rounds, including Andreessen Horowitz, Venrock, Neo, Contrary, Index Ventures and Henry Kravis.

Lead investors include Index Ventures, Andreessen Horowitz and Contrary.


Moment Investors

Investors in Moment by funding rounds participated
InvestorHQRoundsRoleFirst check
NeoUnited StatesSan Francisco, CA3ParticipantMay 2022
Andreessen HorowitzUnited StatesSan Francisco, CA3LeadSep 2023
VenrockUnited StatesSan Francisco, CA3ParticipantMay 2022
ContraryUnited StatesSan Francisco, CA3LeadMay 2022
Index VenturesUnited KingdomLondon2LeadJul 2025
Henry KravisUnited StatesNew York City, NY2ParticipantMay 2022
Fethi KamisliTurkeyIstanbul1ParticipantMay 2022
Lightspeed Venture PartnersUnited StatesSan Francisco, CA1ParticipantJul 2025
Avra CapitalSpainSpain1ParticipantMay 2026

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Moment Competitors

Moment competitors include listed companies like Allfunds, Leonteq and S&P Global, and private ones like 21Finance, Zeta and Form3.

Public and private companies comparable to Moment
CompanyHQStatusRevenueEBITDAValuationRevenue Multiple
21FinanceLiechtensteinLiechtensteinPrivate--$2B-
ZetaUnited StatesSan Francisco, CAPrivate$96M$92M$2B20.8x
Form3United KingdomLondonPrivate--$570M-
AllfundsSpainSpainPublicly listed$749M$295M$6.3B8.1x
LeonteqSwitzerlandSwitzerlandPublicly listed$217M$12M$448M7.3x
S&P GlobalUnited StatesUnited StatesPublicly listed$15B$7.7B$119B9.1x

Moment Public Comps

Moment is still privately-owned, but its public comps include S&P Global, Moody's, Constellation Software, Fiserv, Verisk Analytics, HiThink, Tradeweb Markets, Fair Isaac, SS&C Technologies and Fidelity Information Services.

Last FYEV/RevenueEV/EBITDA
RevenueEBITDALast FYLTM2027ELast FYLTM2027E
S&P Global$15B$7.7B8.9x9.1x17.6x17.3x
Moody's$7.7B$3.8B11.2x10.6x22.5x20.1x
Constellation Software$12B$2.5B4.0x3.5x18.5x12.9x
Fiserv$21B$8.9B2.5x2.8x6.1x6.4x
Verisk Analytics$3.1B$1.7B8.8x8.5x16.2x15.1x
HiThink$899M$530M23.0x18.9x39.1x31.2x
Tradeweb Markets$2.1B$1.4B9.9x9.0x15.0x16.6x
Fair Isaac$2B$951M13.2x10.4x27.6x17.1x

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Common questions about Moment

When was Moment founded?Moment was founded in 2022.
Where is Moment headquartered?Moment is headquartered in New York City, NY, United States.
Is Moment publicly listed?No, Moment is a private, VC-backed company.
How much funding has Moment raised?Moment has raised $134M across 4 funding rounds.
What was Moment's last funding round?Moment's last funding round was a $78M Series C in May 2026, led by Index Ventures.
Who are Moment's investors?Moment's investors include Neo, Andreessen Horowitz, Venrock, Contrary, Index Ventures, Henry Kravis, Fethi Kamisli, Lightspeed Venture Partners, Avra Capital, Evolution Ventures and 1 other.
Which companies are comparable to Moment?Companies comparable to Moment include 21Finance, Zeta, Form3, Allfunds, Leonteq and S&P Global.

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