Moment’s cover photo
Moment

Moment

Financial Services

Solving the hardest problems in fixed income.

About us

The largest RIAs, broker dealers, and private banks trust Moment to power fixed income for their traders and advisors. Founded by former fixed income quants from Citadel and Jane Street and backed by over $50M in funding from the world’s leading investors, Moment has developed the first operating system built specifically for wealth management. With Moment’s solution, advisors can build personalized portfolios in seconds, traders can set rules to automatically execute orders at all of the major trading venues, and portfolio managers can automate reinvestment, rebalancing, and compliance monitoring. Moment is headquartered in the Financial District of New York City. Learn more below and follow the team’s rapid growth here on LinkedIn.

Website
https://www.moment.com/
Industry
Financial Services
Company size
51-200 employees
Headquarters
New York
Type
Privately Held
Founded
2022
Specialties
Fixed Income, Technology, Capital Markets, Data, and Execution

Locations

Employees at Moment

Updates

  • Moment reposted this

    People ask me all the time who they should know (invest in, work for, pay attention to, etc) in Fintech -- and my answer is always the same: Moment. In ~3 years, they have driven more innovation in the retail bond market than the entire industry did in the prior 20 years. Bonds used to be totally inaccessible (not to mention, inscrutable) to the vast majority of retail investors. Not anymore. What’s the secret to their success? The same as it always is: amazing people combined with a clear & important mission. There’s plenty more to be done in building amazing fixed income products for retail investors, but we all feel lucky to be working on it with Moment. 

    View profile for Ammer S.

    COO & Co-Founder at Moment

    I first met Stephen Sikes, COO of Public before Dean Hathout, Dylan Parker, and I had officially founded Moment. When we first met, Stephen and I spent hours over coffee debating the barriers retail investors faced in accessing fixed income. Stephen is one of the best problem solvers in fintech today — he isn’t afraid to challenge the status quo and digs for truth in all corners of capital markets so he can find ways to better serve retail. His passion for seeking truth shows in Public’s product and it’s led to a great partnership between our firms. Since we’ve partnered in 2023, I’m proud to share that we’ve launched a series of firsts for retail investors: 💡 The first digital experience that brings transparency to the bond market  💡 The first fractional bond offering for treasury and corporates with minimums as low as $100: 10x lower than historical minimums  💡 The first bond account designed for retail to seamlessly access fixed income and earn attractive yields. I’m thrilled to share the latest installment in our executive video series: a conversation with Stephen on how we’ve helped open the bond market to millions of investors. Watch the full conversation below and read the full Public x Moment case study in the comments!

  • Moment reposted this

    View profile for Ammer S.

    COO & Co-Founder at Moment

    I first met Stephen Sikes, COO of Public before Dean Hathout, Dylan Parker, and I had officially founded Moment. When we first met, Stephen and I spent hours over coffee debating the barriers retail investors faced in accessing fixed income. Stephen is one of the best problem solvers in fintech today — he isn’t afraid to challenge the status quo and digs for truth in all corners of capital markets so he can find ways to better serve retail. His passion for seeking truth shows in Public’s product and it’s led to a great partnership between our firms. Since we’ve partnered in 2023, I’m proud to share that we’ve launched a series of firsts for retail investors: 💡 The first digital experience that brings transparency to the bond market  💡 The first fractional bond offering for treasury and corporates with minimums as low as $100: 10x lower than historical minimums  💡 The first bond account designed for retail to seamlessly access fixed income and earn attractive yields. I’m thrilled to share the latest installment in our executive video series: a conversation with Stephen on how we’ve helped open the bond market to millions of investors. Watch the full conversation below and read the full Public x Moment case study in the comments!

  • Moment reposted this

    View profile for Ammer S.

    COO & Co-Founder at Moment

    Smart treasury is coming. I had the chance to share the stage with William CapuzziKarl Yang and our moderator Dave Wieseneck yesterday and unpack how technology and great infrastructure is reshaping treasury management, from enabling self-driving money to unlocking access to institutional-grade yield. Huge thanks to our partners Ramp and Apex Fintech Solutions for co-hosting with Moment last night at Ramp HQ and a huge thank you to all the finance leaders and attendees who came out to connect and share ideas!

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  • Moment reposted this

    View profile for Ammer S.

    COO & Co-Founder at Moment

    I'm excited to join William Capuzzi (CEO, Apex Fintech Solutions) and Karl Yang (Product Leader, Ramp) on Wednesday, November 5th at Ramp HQ for a conversation on the future of treasury management, moderated by Dave Wieseneck. We’ll discuss how leading platforms are rethinking treasury - from automating cash management and portfolio allocation to democratizing access to institutional-grade yield, and what these innovations mean for finance leaders navigating today’s rate environment. If you’re building or leading a modern finance organization, we'd love to see you there. Space is limited, so please register here: https://lnkd.in/etF6nZNM

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  • Moment reposted this

    View profile for Henry Bradlow

    Co-Founder and CTO at Adaptive (we're hiring!)

    Awesome event last night and an even better conversation with fellow CTOs from Moment and Tabs on leading in the era of AI! Inspiring to hear how our fintech peers are innovating and leveling up their products with new AI capabilities and integrations. Always energizing to learn from incredible founders building right here in NYC! Thanks for moderating David Haber!

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  • Moment reposted this

    View profile for Ammer S.

    COO & Co-Founder at Moment

    I'm excited to join William Capuzzi (CEO, Apex Fintech Solutions) and Karl Yang (Product Leader, Ramp) on Wednesday, November 5th at Ramp HQ for a conversation on the future of treasury management, moderated by Dave Wieseneck. We’ll discuss how leading platforms are rethinking treasury - from automating cash management and portfolio allocation to democratizing access to institutional-grade yield, and what these innovations mean for finance leaders navigating today’s rate environment. If you’re building or leading a modern finance organization, we'd love to see you there. Space is limited, so please register here: https://lnkd.in/etF6nZNM

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  • Moment reposted this

    Great time participating in the Tiburon CEO Summits again this week, one of the best gatherings of leaders shaping the future of wealth management. It was a pleasure to join an incredible panel discussion of all things Managed Account Programs & Platforms (TAMPs & Model Marketplaces), led by Gerard Michael, alongside panelists Michael Casciano, Margarent J. Hartigan, Pete Hess, Dave Stone, and Dean Zayed. Thanks for having me! Excited to keep pushing the industry forward together, and we can’t wait to be back next year.

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  • Moment reposted this

    View organization page for Moment

    11,117 followers

    Last week, Moment sponsored the Structured Products Roundtable, an industry-leading event, hosted by Cramer & Associates in Las Vegas. Andrew Kuefler, Managing Director, and Anish Karyat, Chief Markets Officer, attended and participated in fireside chats to share more about our mission as an infrastructure company aiming to solve the most complicated issues in the market. We're proud to be helping to push the envelope forward and enjoyed meeting all the other leaders in the space! Looking forward to the next one.

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  • View organization page for Moment

    11,117 followers

    Last week, Moment sponsored the Structured Products Roundtable, an industry-leading event, hosted by Cramer & Associates in Las Vegas. Andrew Kuefler, Managing Director, and Anish Karyat, Chief Markets Officer, attended and participated in fireside chats to share more about our mission as an infrastructure company aiming to solve the most complicated issues in the market. We're proud to be helping to push the envelope forward and enjoyed meeting all the other leaders in the space! Looking forward to the next one.

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  • View organization page for Moment

    11,117 followers

    Earlier this week, our CEO and co-founder Dylan Parker and our Head of GTM & Ops Eli Koven joined a panel to share their journeys from finance (Citadel Securities and Goldman Sachs & NEA, respectively) to building the first operating system for the world's largest financial market at Moment. Huge thanks to our hosts, fellow speakers, and everyone who joined us for an incredible discussion! 💸 From quant research and investment banking to scaling a category-defining company, Dylan and Eli's diverse experiences continue to shape the product, culture, and ambition behind Moment. And while many of our teammates come from top finance firms, we also hire from the best technology companies. At Moment, a finance background isn't a prerequisite. We care more about high agency, ownership, and excellence. We're hiring across every function. Learn more about our mission at moment.com/careers.

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Funding

Moment 3 total rounds

Last Round

Series B

US$ 36.0M

See more info on crunchbase