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Moment raises $36M in Series B funding led by Index Ventures to accelerate growth and enhance partnerships with financial institutions.

Jul 09, 2025•7 days ago

Amount Raised

$36 Million

Round Type

series b

New YorkFintechInformation Technology

Investors

Contrary CapitalNeoVenrockLightspeed Venture PartnersAndreessen HorowitzIndex Ventures

Description

Moment, a NYC-based company automating trading and portfolio management workflows for fixed income teams, raised $36M in Series B funding. The round was led by Index Ventures, with participation from several notable investors. The company intends to use the funds to advance partnerships, invest in R&D, and expand its team. With this round, Moment has raised a total of $56M.

Company Information

Company

Moment

Location

New York, New York, United States

About

Moment is a cutting-edge fintech company powering fixed income solutions for the largest RIAs, broker-dealers, and private banks. Founded by former fixed income quants from Citadel and Jane Street and backed by over $50 million from top-tier investors, Moment has built the first operating system tailored specifically for wealth management. Its platform enables advisors to build personalized portfolios instantly, allows traders to automate execution across major venues, and helps portfolio managers streamline reinvestment, rebalancing, and compliance. Headquartered in New York City’s Financial District, Moment is rapidly transforming how wealth managers operate.

Funding Insights

Based on industry data
VC-backed spending patterns
VC-backed companies spend 89% more on sales and 100% more on marketing than bootstrapped peers
Tech investment trends
83% of B2B companies plan digital investments, with 79% prioritizing customer experience tech

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