Moment provides a unified operating system that combines trading, portfolio management and compliance with embedded AI agents for investment management. Its agents can translate natural-language instructions into custom portfolios in seconds and run surveillance across thousands of accounts to surface tax, risk and transition opportunities as actionable proposals. The platform is modular and built with a unified data model and regulatory-grade controls designed to enable safe deployment of AI in wealth firms. Clients named in the announcement include Edward Jones, LPL Financial and Hightower Advisors. Moment says its platform now supports firms managing upwards of $10 trillion in assets, a jump from $300 billion less than 18 months ago. The company is using new funding to accelerate adoption of its platform and expand AI-driven capabilities across institutional clients.

Total raised

$134M

Funding rounds

4

Latest round

Series C

Latest activity

May 2026