Moment Raises $78M in Series C Funding to Expand AI Investment Management Platform

Moment, a New York-based company developing AI software for investment management, has raised $78 million in a Series C funding round.

The round was led by, with participation from existing investors including and. Following the latest raise, the company’s total funding has reached $134 million.

The company said it will use the new capital to expand its operations and continue developing its platform.

AI Platform for Investment Firms

Founded and led by CEO, Moment develops an AI operating system designed for wealth management firms and fintech companies. The platform is currently used by firms managing more than $10 trillion in client assets, including,, and.

The company combines trading, portfolio management, and compliance tools into a single platform. It supports multiple asset classes and currencies.

Focus on Automation and Portfolio Management

Moment’s platform uses AI-driven tools to automate several investment management processes.

These include portfolio construction tools that generate customized portfolios from natural-language prompts. The system also supports portfolio optimization across different asset classes while considering tax management and direct indexing strategies.

In addition, the platform offers surveillance tools that review large volumes of accounts to identify tax, transition, and risk-related opportunities.

Compliance and Trading Functions

The company also provides compliance monitoring tools that review transactions and accounts in real time based on rules set by compliance teams.

Its order and execution management features help automate trading workflows across fixed income, equities, and other asset classes.