Moment

Series C week round up 🎥 🚀 Thank you to Bloomberg News, NYSE, Nasdaq, and others for the coverage. Now back to building.

Congratulations to the entire Moment team on the Series C! 🚀 Over the past year, I watched some of my most accomplished friends and former colleagues join Moment, followed the incredible Series B announcement last summer, and kept hearing more and more about the company's explosive growth — until I finally jumped on the train and joined the team last fall. Six months in, the key component that unlocks this kind of growth is clear: not the newest AI coding model or even the sickest office (though both help), but a carefully assembled group of extremely talented yet refreshingly humble teammates. Everyone I work with is obviously knowledgeable, experienced, and cracked at problem-solving — but the same could be said of plenty of exceptional firms. What's blown me away at Moment are the softer skills the team brings together: how patient and understanding they are when collaborating through difficult issues, how proactive and rigorous they are in designing innovative but reliable systems, and how genuinely fun and funny everyone is when we're not busy firing off PRs. And it doesn't stop there. Our clients are genuinely our partners, and we're working with them hand-in-hand to re-engineer the future of investment management. I've personally had the privilege of working closely with the brilliant team at Hightower Advisors to build a state-of-the-art multi-asset class Unified Managed Account platform. It's been quite the journey, and there's still a long way to go. The problems we tackle will only get bigger and tougher from here — and while this team is well-equipped to handle it, we're always looking for more friendly faces to join the fun and build something special together. Drop me a message to learn more about the opportunities here!

For the last 9 months industry friends have been asking... 𝘩𝘰𝘸 𝘢𝘳𝘦 𝘺𝘰𝘶 (𝘏𝘪𝘨𝘩𝘵𝘰𝘸𝘦𝘳) 𝘣𝘶𝘪𝘭𝘥𝘪𝘯𝘨 𝘰𝘶𝘵 𝘵𝘩𝘦 𝘪𝘯𝘧𝘳𝘢𝘴𝘵𝘳𝘶𝘤𝘵𝘶𝘳𝘦 𝘵𝘰 𝘱𝘰𝘸𝘦𝘳 𝘺𝘰𝘶𝘳 𝘯𝘦𝘸 𝘧𝘳𝘰𝘯𝘵-𝘵𝘰-𝘣𝘢𝘤𝘬 𝘸𝘦𝘢𝘭𝘵𝘩 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮? By partnering with a handful of modern AI wealthtech innovators like Moment. I provided a quote for their most recent funding announcement. Great team, amazing engineers, solving hard problems. ⁣

I've been in engineering long enough to be skeptical of startup hype, but what's happening at Moment right now is rare. We just announced a $78M Series C. While the capital is a great validator, the real metric for me is the engineering culture. I still wake up every day genuinely excited for the whiteboard design sessions, translating complex customer use cases into clean architecture, and learning new layers of this industry. When you've been doing this a while, you know it's a good sign when you still feel that level of energy every single day. What truly impressed me when I joined, and continues to impress me, is the talent bar. It is incredibly hard for startups to scale hiring without dropping quality, but Moment actually did it. I'm surrounded by people smarter and with way more domain expertise than I am. Beyond the technical skill, every single person in the company deeply believes in the mission and is fully aligned on the direction. That kind of alignment completely eliminates the friction you usually see in growing teams. We already have clear product-market fit, so we aren't wasting time trying to find our way. Right now, it's purely a focus and execution game. We intentionally foster a culture built on extreme ownership. If you see an idea that moves the needle, you pitch it, own it, and go execute. There is no red tape blocking impact here. We are genuinely disrupting an industry, we have all the right ingredients, and the rocketship is already taking off. DM if you are interested.

Yesterday, Moment announced its $78M Series C. When we first started Moment, AI was not the “thing” that financial institutions wanted. For many of them, AI was something that could disrupt the industry, but it wasn’t there. And I can’t blame them — in an industry where the margin for error is zero, you cannot afford implementing AI when hallucinations were so common. All of that has changed. LLMs are no longer the limiting factor. It’s everything outside the LLMs. I feel fortunate that we spent the last four years building that infrastructure: the data model, core engines, enterprise controls, and integrations. Agents are now doing things on top of our platform that would have been unimaginable when we started. We’re pushing the boundaries of what’s possible, and I can’t wait to share more about what’s to come. And while the world has changed and AI can do more than ever, Moment has stayed the same. The people are world-class and more importantly, they are kind. Nothing beats brilliance and kindness, and while many of our clients are buying software, they are also buying the people behind the software. To the Moment team: thank you for putting in every ounce you have into this company. Many people don’t know how hard you work, but your families, partners, and children know about the sacrifices you’ve made. The late dinners, last minute flights, and the busy weekends — these are the things they carry so that you can build something generational.

At Edward Jones, we’re focused on how innovation translates into real value for our financial advisors and clients. Platforms like Moment are helping advance that vision by combining AI-powered workflows with sophisticated portfolio optimization. The result? Highly personalized client proposals generated in seconds—replacing manual processes with a level of speed and precision that simply wasn’t possible before.   Congrats to the Moment team! https://lnkd.in/e_aXikCv

Moment has raised a $78M Series C, led by Index Ventures. Agents are coming to investment management. And firms managing $10T in assets are building that future with us. https://moment.com/memo

Dylan Parker and Bill Buzaid were thrilled to join the BDA Conference to share our perspectives on the shift to multi-asset systems, automation in fixed-income markets, and the urgency for leading wealth firms to start deploying AI into core workflows.  Thank you to our moderator Terry Flanagan and our co-panelists for the great discussion!

gm from the team solving the hardest problems in investment management. ☕ And a happy birthday to our very own Anish Karyat!

Last night, we opened our West Village terrace for the first time, and we couldn't think of a better reason than bringing our partners together. 🌆 The wealth management industry is changing faster than ever with AI, and the importance of bringing together a community of peers to exchange perspectives has never been more important.  We’re grateful for the incredible group that joined us and are looking forward to the next one!