Moment logo
Enterprise SaaS
Fintech/Payments

Moment

NYC-based company automating trading and portfolio management workflows for fixed income teams

New York· 12 roles

CORE INFO

$78M
Total Funding
Series C
Round
2022
Founded
25
Team Size
New York City, United States
Headquarters

Moment is a fintech company based in New York City that provides an integrated platform for automating trading and portfolio management workflows, specifically designed for fixed income teams within financial institutions.

  • Moment raised $78 million in a Series C funding round led by Index Ventures, with participation from Andreessen Horowitz and Avra.moment.com
  • TechCrunch reported that Moment's platform is being standardized by major wealth firms, highlighting its significant adoption in the industry.techcrunch.com
  • Firms using Moment's platform collectively manage over $10 trillion in client assets, showcasing the platform's extensive reach and impact.moment.com

WHY WE WOULD WORK AT MOMENT

Innovative Fintech Solutions

Join a cutting-edge team revolutionizing fixed income trading with automation, enhancing efficiency for major clients like LPL Financial and Edward Jones.

Collaborative Culture

Work alongside industry experts and former Citadel Securities professionals, fostering a dynamic environment that encourages creativity and problem-solving.

Competitive Compensation

Benefit from a strong funding background with $78M raised in Series C, ensuring competitive salaries and growth opportunities.

Significant Impact

Contribute to a platform that manages over $10 trillion in client assets, directly influencing the financial landscape for thousands of advisors.

Advanced Technology Stack

Utilize state-of-the-art technology, including automated risk checks and smart order routing, to streamline trading processes and enhance client operations.

Mission-Driven Work

Be part of a mission to unify and automate investment management, addressing complex challenges in the financial services industry with innovative solutions.

MARKET AND TRACTION

TOTAL ADDRESSABLE MARKET

  • Moment's platform serves the financial services industry, focusing on wealth management platforms, broker-dealers, registered investment advisors (RIAs), and fintech companies.

  • The total addressable market for fixed income automation solutions is significant, given the increasing complexity and volume of trading activities in this sector.
  • NOTABLE CUSTOMERS

  • Moment's platform is utilized by several prominent financial institutions, including LPL Financial, Webull, Public.com, and Edward Jones.

  • These clients represent a diverse range of financial services, highlighting Moment's appeal across various segments of the industry.
  • KEY METRICS

    ✦ KEY METRIC
  • Firms using Moment's platform collectively manage over $10 trillion in client assets, a substantial increase from $300 billion less than 18 months prior.

  • Moment serves more than 60,000 financial advisors, showcasing its widespread adoption and impact in the market.
  • GROWTH TACTICS

  • Moment has raised a total of $78 million in its Series C funding round, which will be used to enhance its platform and expand its market reach.

  • The company has established partnerships with leading financial institutions to address complex challenges in investment management, driving growth through collaboration.
  • COMPETITIVE ADVANTAGE

  • Moment's platform integrates trading, research, portfolio optimization, reporting, and compliance monitoring into a single unified system, significantly enhancing operational efficiency.

  • The use of automation in pre-trade risk and compliance checks provides Moment with a technological edge over competitors in the fixed income space.
  • PRODUCT AND TECH

    Automated Trading Platform

    Moment's platform automates trading workflows for fixed income teams, integrating functionalities like trading, research, and portfolio optimization into a single system, which enhances operational efficiency.

    Pre-Trade Risk Checks

    The platform offers automated pre-trade risk and compliance checks, ensuring that trades meet regulatory standards and internal risk controls before execution.

    Smart Order Routing

    Moment's technology includes smart order routing capabilities that connect users to major fixed income venues, optimizing trade execution and improving market access.

    Post-Trade Processing

    The platform facilitates post-trade processing and booking with custodians and back-office technology providers, streamlining operations and reducing manual errors.

    Comprehensive APIs

    Moment provides comprehensive APIs for trading and booking, allowing financial institutions to integrate their existing systems with Moment's platform for enhanced functionality.

    COMPANY CULTURE

    Values

  • Commitment to innovation in investment management

  • Collaboration with leading financial institutions

  • Focus on enhancing operational efficiency through automation

  • Dedication to solving complex industry challenges

  • Emphasis on productivity and client success
  • Operating Principles

  • Foster a culture of transparency and open communication

  • Encourage continuous improvement and adaptability

  • Prioritize data-driven decision making

  • Support a collaborative team environment

  • Uphold integrity and compliance in all operations
  • Benefits

  • Competitive salary and equity options

  • Flexible work arrangements to promote work-life balance

  • Opportunities for professional development and training

  • Access to cutting-edge technology and tools

  • Supportive team culture that values diverse perspectives
  • Learning & Growth

  • Regular training sessions on industry trends and technologies

  • Mentorship programs for career development

  • Encouragement of knowledge sharing among team members

  • Opportunities to attend industry conferences and events

  • Focus on personal and professional growth aligned with company goals
  • Team Cadence

  • Weekly team meetings to align on goals and projects

  • Monthly all-hands meetings to share company updates

  • Regular feedback sessions to foster continuous improvement

  • Collaborative project sprints to drive innovation

  • Open-door policy for discussing ideas and challenges
  • HIRING SIGNAL

    12
    Open roles on their careers page
    Snapshot via live ATS poll
    —
    Net new roles in the last 90 days
    Available once weekly history accrues
    90-Day VelocityV2 · BACKFILL
    Trend builds weekly as historical rows accrue
    By Function
    Breakdown of open roles
    Design · 2
    Marketing · 1
    Operations · 2
    Engineering · 7
    Top Locations
    Where hiring is concentrated
    Remote-eligible postings counted separately
    New York, NY
    12
    SourcesGreenhouseLeverAshbyWorkableSmartRecruitersRipplingRecruiteeFallback · Wellfound, YC Work-at-a-Startup, careers-page scrape

    KEY COMPANY ANNOUNCEMENTS

    Filter
    10 announcements · ranked by importance
    May 19, 2026FUNDINGSeries C · Momentmoment.com
    Jul 9, 2025FUNDINGPYMNTS | Moment Raises $36 Million to Automate Fixed Income Investmentspymnts.com
    Sep 14, 2023FUNDINGMoment raises $17 million to boost individual bond tradingaxios.com
    May 1, 2026PRESSThe AI Operating System for Investment Managementmoment.com
    Jul 17, 2025FOUNDER PROFILEView from the Office: Dylan Parkerted-merz.com
    Jan 1, 2025INTERVIEWRebuilding Financial Marketsvenrock.com
    Jul 9, 2025FOUNDER PROFILEMoment’s Moment: Investing in the Future of Fixed Incomeindexventures.com
    Feb 17, 2026CUSTOMER WINEdward Jones Announces New Relationship with Moment and Completion of Natixis Investment Managers' Overlay Management Services Capabilities Acquisitionprnewswire.com
    Jul 8, 2025CUSTOMER WINMoment to modernize fixed income trading and scale execution capabilities for LPL Financialmoment.com
    Sep 24, 2024CUSTOMER WINFixed Income Reimagined: How Altruist is Bringing Innovation to Bond Tradingaltruist.com