Moment
Founded 2022 · 9 known investors
Moment provides an AI operating system for investment management, serving large wealth management firms and their financial advisors to manage assets and client relationships.
AI & Machine LearningEnterprise SoftwareFintech
Investors · 9
Andreessen HorowitzMenlo Park · $500K – $50M
ContrarySan Francisco · $2M
Contrary CapitalAllentown
Evolution VenturesSan Francisco
Index VenturesreportedSan Francisco · $540K – $10.8M
Lightspeed Venture PartnersreportedMenlo Park · $1.7M – $87M
Neoreported
Socially FinancedreportedChatham · $100K – $250K
VenrockreportedPalo Alto · $500K – $10M
In the news
- "we're This Close To The iPhone Moment" Sparks Investor Alarm In 2026: Here’s Why - Glass Almanacglassalmanac.com · 2026
- Moment Raises $78M Series Cthesaasnews.com · 2026
- Moment Raises $78 Million to Meld AI and Wealth Management | PYMNTS.compymnts.com · 2026
- Moment Raises $78 Million as Largest Wealth Firms Standardize on its AI Operating System for Investment Managementfinance.yahoo.com · 2026
- Exclusive: Moment Energy raises $40M to meet 'infinite demand for power' with EV batteries | TechCrunchtechcrunch.com · 2026
- Moment Raises $36 Million to Automate Fixed Income for Financial Institutions | Moment Blogmoment.com · 2025