Moment

About

Based in the United States, Moment Technology Inc., dba Moment, operates as a B2B fintech platform developer. The company provides AI-powered investment management infrastructure, fixed-income trading systems, and portfolio automation solutions for financial institutions. Based in New York, United States and founded in 2022, Moment Technology Inc., Moment, provides AI-driven investment management and fixed-income trading infrastructure for the financial services sector. The company develops a unified operating system to automate trading, research, compliance, and portfolio management workflows. Founded by Dylan Parker alongside Dean Hathout and Ammer Soliman, the company emerged from experience at leading trading firms including Citadel Securities. It has expanded significantly through venture capital funding, including a USD 78 million In May 2026, led by Index Ventures, with participation from Andreessen Horowitz and Avra. supporting rapid adoption among major wealth firms. As of June 2026, the company is led by its CEO, Dylan Parker. The company works with financial institutions, wealth managers, and fintech platforms to provide AI-powered fixed-income infrastructure and investment management tools. Its platform integrates trading, research, compliance, reporting, and portfolio optimization into a unified system, enabling automated bond trading and portfolio construction. The company offers APIs for treasury management, automated bond portfolios, and individual bond trading, allowing clients to deploy investment products efficiently. Its engineering and quantitative teams build algorithmic execution engines and compliance workflows. Customers include wealth firms, institutional investors, and fintech platforms seeking to modernize fixed-income operations and scale investment processes. The company’s revenue is generated by providing its AI-based investment management platform and APIs to financial institutions, wealth managers, and fintech companies. Clients engage through enterprise software agreements, platform licensing, and long-term partnerships to integrate trading, portfolio management, and compliance capabilities into their operations. Additionally, revenue is derived from enabling clients to launch fixed-income products, automate workflows, and enhance portfolio performance through subscription-based access and service integrations. The company will use the the May 2026 funding to modernize financial infrastructure with artificial intelligence and expand its platform’s capabilities.