United States Investment Management AI Operating System Moment Raised $78 Million in Series C Funding, Founded in 2022 by Dylan Parker, Dean Hathout & Ammer Soliman, Investors Include Index Ventures, Index Ventures, Andreessen Horowitz, & Lightspeed Venture Partners
22nd May 2026 | Hong Kong
United States investment management AI operating system Moment has raised $78 million in Series C funding. Moment was founded in 2022 by Dylan Parker, Dean Hathout & Ammer Soliman. Moment investors include Index Ventures, Index Ventures, Andreessen Horowitz, & Lightspeed Venture Partners. Announcement (19/5/26): “, the AI operating system for investment management, has raised $78 million in a Series C funding round led by Index Ventures, with participation from Andreessen Horowitz, Avra, and other existing investors. This comes less than 10 months after Moment’s $36M Series B, which was also led by Index Ventures. Edward Jones, LPL Financial, and Hightower Advisors are among the firms building on Moment. The platform now powers investment management for firms collectively managing more than $10 trillion in client assets, up from $300 billion less than 18 months ago. That growth comes as AI roadmaps have dramatically accelerated at the largest financial institutions. Investment management software has historically been built as a patchwork of point solutions — separate platforms for fixed income, rebalancing, unified managed accounts, direct indexing, reporting, reconciliation, and other workflows — connected by the people working across them. Moment is an operating system designed to replace that patchwork with a single platform on which AI agents can operate end-to-end in a regulated environment.
“ United States Investment Management AI Operating System Moment Raised $78 Million in Series C Funding, Founded in 2022 by Dylan Parker, Dean Hathout & Ammer Soliman, Investors Include Index Ventures, Index Ventures, Andreessen Horowitz, & Lightspeed Venture Partners “
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Jan Hammer, Partner at Index Ventures: “Investment management is being rebuilt around AI, and it’s happening at Moment. Index has backed the financial infrastructure companies that defined the last era of fintech, and the pattern at Moment is unmistakable: the world’s leading wealth firms are betting their next decade on Moment’s team and architecture. We led Moment’s Series B, and we’re now doubling down on the company defining the AI era of investment management.”
Russ Tipper, Principal and Head of Products and Solutions at Edward Jones: “AI is going to be a defining capability for the next era of wealth management, and the firms that get it right will be the ones that pair it with the right infrastructure. Moment’s platform pairs AI-powered workflows with a sophisticated portfolio optimizer to generate highly personalized client proposals in seconds, replacing manual processes with the kind of speed and precision that simply wasn’t possible before. These capabilities deployed responsibly across our business over time – we believe, will help our financial advisors serve more clients more deeply.”
Randy Bullard, Head of Investment Management at Hightower: “Hightower One, built on Moment, represents an important step forward in our long-term vision to deliver a more unified managed account experience across portfolio management, tax optimization, and tax transition management for both equities and fixed income. Over time, we believe the platform has the potential to support a significant portion of assets managed across Hightower and help enhance the advisor and client experience through increasingly sophisticated AI-enabled workflows and operational capabilities.”
Dylan Parker, CEO and co-founder of Moment: “The largest financial institutions know they need to deploy agents, but the infrastructure to deploy them safely and effectively hasn’t existed. We built that operating system from the ground up, with a unified data model and regulatory-grade controls so AI can finally do real work in investment management. And because the platform is modular, firms can start by modernizing a few core workflows and progressively unlock AI capabilities as their governance frameworks evolve.”
Moment – Moment is the AI operating system for investment management, built for the world’s largest wealth firms and fintechs. Moment works with firms managing more than $10 trillion in client assets, including Edward Jones, LPL Financial, and Hightower Advisors. Founded by former quants and traders from Citadel Securities, Moment is headquartered in New York City. The company has raised $134 million in total funding and is backed by Index Ventures, Andreessen Horowitz, and Lightspeed Venture Partners.
United States Investment Management AI Operating System Moment Raised $78 Million in Series C Funding, Founded in 2022 by Dylan Parker, Dean Hathout & Ammer Soliman, Investors Include Index Ventures, Index Ventures, Andreessen Horowitz, & Lightspeed Venture Partners
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