Developer of the First Operating System for Fixed Income Products - Moment Bags $36 Million in Series B

Led by Dylan Parker(CEO & Co-Founder), Ammer Soliman(COO & Co-Founder), Dean Hathout(CPO & Co-Founder), Anish Karyat(Chief Markets Officer), Julius Leiman Carbia(Chief Legal Officer), and Bill Buzaid(Head of Sales), Moment announced a $36 million in Series B funding led by Index Ventures, with participation from Andreessen Horowitz, Lightspeed Venture Partners, Venrock, Neo, and Contrary Capital.

The round brings Moment’s total funding to $56 million and will support growth, deepen partnerships with top financial institutions, boost R&D, and expand the team in New York City.

Moment’s platform streamlines trading, research, portfolio optimization, reporting, and compliance into one automated system. It enables institutions to execute trades at scale, optimize tax-sensitive portfolios, ensure real-time compliance, and generate reports with AI-powered workflows, while co-developing long-term solutions through embedded engineering teams.

Moment recently partnered with LPL Financial, the largest U.S. independent broker-dealer with over $2T in AUM, and Sanctuary Wealth, a leading hybrid RIA and broker-dealer managing over $50B in assets.