Tag: LPL Financial

Moment raises $78m as wealth giants adopt its AI OS

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...

Jump acquires Mobile Assistant to boost AI for advisors

Jump, a leading provider of artificial intelligence (AI) tools for financial advisors, has announced the acquisition of Mobile Assistant, a specialist in transcription services...

Fixed-income FinTech Moment secures $36m Series B

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.

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