Moment Raises $36 Million to Automate Fixed Income for Financial Institutions

Funding Rounds

Summary

Moment raised $36 million in Series B funding led by Index Ventures, bringing its total funding to $56 million. The company builds software that automates trading, portfolio management, compliance, reporting, and research for fixed-income teams. Moment says it will use the capital to expand partnerships, speed product development, and grow its New York team. The company also highlighted strategic relationships with LPL Financial and Sanctuary Wealth as demand for automated fixed-income workflows increases.

$ Funding

$
Amount $36.0M Total raised
Date July 9, 2025 Announcement date
Investors LPL Financial, Neo Fund, Lightspeed Venture Partners, Venrock, Contrary Capital, Index Ventures, Andreessen Horowitz Lead investors
Company moment.com Funded company

Classifications

industries
Fintech & Banking
applications
Accounting and Taxes

AskAI Classifications

Labels
Financial Software Enterprise Software AI Platform

Linked Companies

Moment
up to $1M