Moment, an AI operating system purpose-built for investment management, has closed a $78m Series C funding round as major wealth firms move to standardise on its platform.
The round was led by Index Ventures, with additional participation from Andreessen Horowitz, Avra, and other existing investors. It arrives less than ten months after Moment’s $36m Series B, which was also led by Index Ventures. The platform is now used by firms collectively overseeing more than $10tn in client assets, a dramatic leap from $300bn less than 18 months ago. Among those building on Moment are Edward Jones, LPL Financial, and Hightower Advisors.
Moment’s platform unifies trading, portfolio management, and compliance across asset classes and currencies within a single operating system designed to replace the fragmented patchwork of legacy software that has historically defined the sector. Investment management infrastructure has traditionally been assembled from disconnected point solutions — separate tools for fixed income, rebalancing, unified managed accounts, direct indexing, reporting, reconciliation, and other functions, linked together by the people operating across them. Moment replaces this model with a single platform on which AI agents can operate end-to-end within a regulated environment.
Firms are currently deploying the platform to build custom portfolios from natural-language instructions, run multi-asset and multi-currency optimisation across entire account books, surface tax and risk opportunities at scale, conduct held-away and prospect analyses from uploaded PDF statements, monitor accounts and transactions in real-time against bespoke compliance rule sets, and automate order and execution management across fixed income, equities, and other asset classes.
Index Ventures partner Jan Hammer said, “Investment management is being rebuilt around AI, and it’s happening at Moment. Index has backed the financial infrastructure companies that defined the last era of fintech, and the pattern at Moment is unmistakable: the world’s leading wealth firms are betting their next decade on Moment’s team and architecture. We led Moment’s Series B, and we’re now doubling down on the company defining the AI era of investment management.”
Edward Jones principal and head of products and solutions Russ Tipper said, “AI is going to be a defining capability for the next era of wealth management, and the firms that get it right will be the ones that pair it with the right infrastructure. Moment’s platform pairs AI-powered workflows with a sophisticated portfolio optimizer to generate highly personalized client proposals in seconds, replacing manual processes with the kind of speed and precision that simply wasn’t possible before. These capabilities deployed responsibly across our business over time – we believe, will help our financial advisors serve more clients more deeply.”
Hightower head of investment management Randy Bullard said, “Hightower One, built on Moment, represents an important step forward in our long-term vision to deliver a more unified managed account experience across portfolio management, tax optimization, and tax transition management for both equities and fixed income. Over time, we believe the platform has the potential to support a significant portion of assets managed across Hightower and help enhance the advisor and client experience through increasingly sophisticated AI-enabled workflows and operational capabilities.”
Moment CEO and co-founder Dylan Parker said, “The largest financial institutions know they need to deploy agents, but the infrastructure to deploy them safely and effectively hasn’t existed. We built that operating system from the ground up, with a unified data model and regulatory-grade controls so AI can finally do real work in investment management. And because the platform is modular, firms can start by modernizing a few core workflows and progressively unlock AI capabilities as their governance frameworks evolve.”
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