Fixed-income FinTech Moment secures $36m Series B

July 10, 2025

Moment, a FinTech firm founded by former Citadel Securities and Jane Street quants, is focused on automating trading and portfolio management workflows for fixed income teams across financial institutions.

The company has secured $36m in a Series B funding round led by Index Ventures, with participation from Andreessen Horowitz, Lightspeed Venture Partners, Venrock, Neo and Contrary Capital.

Moment specialises in unifying trading, research, portfolio optimisation, reporting and compliance monitoring into a single platform, enhancing the efficiency of fixed income teams within financial institutions through automation.

With the new funds, Moment plans to accelerate its growth, enhance its partnerships with financial institutions, and invest further in research and development while expanding its team in New York City.

Moment’s platform allows institutions to execute thousands of trades within seconds using automated execution rules, optimise tax-sensitive portfolios across large account volumes, and utilise AI-powered workflows to generate portfolios and client reports rapidly. By embedding engineers with major clients, the company co-develops transformation roadmaps while delivering practical solutions in production.

The company recently announced a strategic partnership with LPL Financial, the largest independent broker-dealer in the US with over $2tn in assets under management.

Index Ventures partner Jan Hammer said, “Moment is tackling the world’s largest financial market with exceptional speed and rigor.

“Their unique blend of deep fixed‑income expertise and world‑class engineering is why the most selective financial institutions are choosing them as a strategic partner.”

Moment CEO and co-founder Dylan Parker said, “Demand for fixed-income has exploded, and leading financial institutions are capitalizing on this unique opportunity to seize market share.

“These firms are partnering with Moment to co-create the future of fixed income – empowering their fixed income teams with a differentiated platform to win new business, unlock eight-figure revenue channels, and genuinely 10x their productivity.”