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§ Private Profile · New York City, NY, USA
Moment is a technology company.
Moment has raised $61.0M across 6 funding rounds.
Key people at Moment.
Moment has raised $61.0M in total across 6 funding rounds.
Moment develops an AI-native operating system purpose-built for investment management, specifically targeting fixed income markets. This comprehensive platform unifies critical functions including trading, research, portfolio optimization, reporting, and risk and compliance within a single interface. Its technical approach emphasizes automation to streamline workflows and enhance productivity for financial institutions.
The company was co-founded by Dylan Parker, Ammer Soliman, and Dean Hathout. Their genesis stemmed from their collective experience building automated credit desks at prominent financial firms like Citadel Securities and Jane Street. This background provided the founders with a deep understanding of the inefficiencies and technological gaps prevalent in traditional fixed income operations, inspiring them to create a modern, integrated solution.
Moment's clientele includes a range of financial institutions, from wealth managers to large broker-dealers, serving traders, portfolio managers, and compliance professionals. The company's vision is to empower these fixed income teams with a differentiated platform, enabling them to secure new business, unlock significant revenue channels, and achieve substantial gains in operational efficiency within the evolving investment management landscape.
Moment has raised $61.0M across 6 funding rounds. Most recently, it raised $36.0M Series B in July 2025.
# Moment: Fixed Income Operating System for Modern Finance
Moment is a fintech infrastructure company building the first unified operating system for fixed income markets.[1] Founded in 2022 by former quantitative traders from Citadel Securities and Jane Street, Moment serves wealth platforms, traditional brokerages, and RIAs by consolidating trading, research, portfolio optimization, reporting, and compliance into a single automated platform.[1][2]
The company addresses a critical fragmentation problem in fixed income: institutional-grade bond trading and portfolio management have historically required cobbling together multiple legacy systems, manual processes, and spreadsheet-based workflows. Moment's platform eliminates this complexity, enabling financial institutions to automate execution, access real-time pricing and analytics, and scale operations without proportional increases in headcount. The company already serves firms collectively representing $8 trillion in assets under management and has processed millions of orders through its platform.[1][5]
Moment was founded in 2022 by Dylan Parker, Ammer Soliman, and Dean Hathout—Harvard friends with deep expertise in quantitative finance.[6] Parker and Hathout both spent time at Citadel, where they worked on automated credit desks, giving them insider knowledge of how institutional fixed income operations actually function.[1] This background proved invaluable: rather than building a point solution, they recognized that the entire fixed income workflow needed modernization.
Early traction came quickly. In 2023, Moment partnered with Webull, enabling fractional bond trading for retail investors for the first time—a capability that previously required institutional minimums.[6] The company then expanded to partnerships with Public and LPL Financial, demonstrating that its platform could serve both retail-focused and traditional wealth management use cases. By 2024, Moment had raised $56 million in total funding, with backing from Lightspeed, Venrock, Neo, and Contrary Capital.[6]
Moment rides several converging trends reshaping finance:
Retail Access to Institutional Products: The democratization of wealth management means retail investors increasingly expect access to bonds, alternatives, and sophisticated portfolio tools. Moment removes the technical barriers that once kept these products exclusive to high-net-worth clients.
Infrastructure Modernization: Traditional financial institutions are under pressure to compete with nimble fintechs. Legacy fixed income systems—built on decades-old technology—have become competitive liabilities. Moment offers a faster path to modernization than building in-house.
Automation and AI: As financial markets embrace automation, fixed income remains surprisingly manual. Moment's platform automates order management, execution, and reconciliation, freeing human traders to focus on higher-value work.
Fintech Consolidation: The broader fintech ecosystem is moving toward integrated platforms rather than fragmented point solutions. Moment's unified approach aligns with this shift and positions it as infrastructure for the next generation of wealth platforms.
Moment has identified a genuine pain point in a massive market—fixed income represents trillions in assets but operates with outdated technology. The company's ability to deliver measurable productivity gains (10X improvements are not hyperbole in this context) gives it strong product-market fit and defensibility.
Looking ahead, Moment's growth will likely accelerate as traditional wealth managers and fintechs race to modernize. The company's embedded engineering model—where it co-develops solutions with large clients—creates sticky, long-term relationships. As more firms adopt Moment, network effects could emerge: standardized fixed income infrastructure enables new market participants and liquidity providers to enter the space.
The key question is whether Moment can maintain its technological edge as larger financial software vendors (Bloomberg, Refinitiv, etc.) inevitably build competing solutions. However, Moment's founder expertise and early-mover advantage in automation suggest it will remain the category leader in modern fixed income infrastructure for the foreseeable future.
Key people at Moment.
Moment has raised $61.0M in total across 6 funding rounds.
Moment's investors include Index Ventures, Andreessen Horowitz, Kleiner Perkins, Koch Fund, LAUNCH, NEO, Paradigm, Sequoia Capital, Charlie Cheever, Henry Kravis, James Giancotti, Jared Leto.