Moment
Founded 2022 · 8 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.
Founders & leadership
Moment was founded in 2022 by Ammer S..
AS
Ammer S.inCOO & Co-Founder
Investors · 8
Funding
SEC filings, press & company announcements$78M disclosed across 1 of 2 rounds · 2025–2026
- $78MSeries CJul 2026Source ↗
Source: company announcements and press reports — follow each round's link for the claim.
Competitors · 5
by search overlapIndex Ventures13 shared keywordsNewCore is a security-focused identity platform built from the ground up to support humans, machines, and AI agents under a unified architecture. The platform addresses modern enterprise security by treating identity as the control plane rather than infrastructure, replacing legacy protocols designed for web app authentication with agent-native solutions and hardware-bound verification.
Builtinnyc11 shared keywordsZocdoc is a healthcare platform that helps patients find in-network doctors, book appointments online, and access preventive care reminders. The service connects patients with doctors while providing patient reviews and digital appointment management.
Preczn10 shared keywordsPreczn provides an operating system that lets Vertical SaaS platforms integrate, manage, and monetize embedded financial services across multiple providers. It targets software companies looking to own their payments, control their data, and generate revenue from embedded fintech.
Collective Liquidity10 shared keywordsCollective Liquidity operates a marketplace platform enabling shareholders in private companies to buy and sell equities efficiently. The company serves unicorn shareholders and other private market participants seeking liquidity and wealth management tools.
Nasdaq Private Market8 shared keywordsNasdaq Private Market operates infrastructure for private-company securities, offering liquidity programs (tender offers, buybacks, auctions), a secondary marketplace for accredited investors to buy and sell pre-IPO shares and funds, market data and intelligence, patented settlement technology, and capital-raising solutions. It serves private companies, employee shareholders, institutional and individual investors, and banks/brokers.
Companies competing with Moment for the same Google search keywords, organic and paid, via search-intersection analysis.
In the news
"we're This Close To The iPhone Moment" Sparks Investor Alarm In 2026: Here’s Why - Glass Almanacglassalmanac.com · Jul 2026
Moment Raises $78M Series Cthesaasnews.com · Jul 2026Frequently asked questions
- What does Moment do?
- Moment provides an AI operating system for investment management, serving large wealth management firms and their financial advisors to manage assets and client relationships.
- Who founded Moment?
- Moment was founded by Ammer S. in 2022.
- Who are Moment's investors?
- Moment's investors include Andreessen Horowitz, Contrary, Evolution Ventures, Index Ventures, Lightspeed Venture Partners, Venrock, Neo, Socially Financed.
- How much funding has Moment raised?
- Moment has disclosed $78M raised across 1 of its 2 known rounds.