Moment’s cover photo
Moment

Moment

Financial Services

Solving the hardest problems in fixed income.

About us

The largest RIAs, broker dealers, and private banks trust Moment to power fixed income for their traders and advisors. Founded by former fixed income quants from Citadel and Jane Street and backed by over $50M in funding from the world’s leading investors, Moment has developed the first operating system built specifically for wealth management. With Moment’s solution, advisors can build personalized portfolios in seconds, traders can set rules to automatically execute orders at all of the major trading venues, and portfolio managers can automate reinvestment, rebalancing, and compliance monitoring. Moment is headquartered in the Financial District of New York City. Learn more below and follow the team’s rapid growth here on LinkedIn.

Website
https://www.moment.com/
Industry
Financial Services
Company size
51-200 employees
Headquarters
New York
Type
Privately Held
Founded
2022
Specialties
Fixed Income, Technology, Capital Markets, Data, and Execution

Locations

Employees at Moment

Updates

  • Moment reposted this

    View profile for Nicholas Kochanek

    Head of Forward Deployed Engineering @Moment

    Happy Monday! I'm excited to announce we're expanding our team of Forward Deployed Engineers at Moment - and offering a $10k referral bonus for successful hires. 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂’𝗹𝗹 𝗱𝗼 You will operate at the intersection of engineering, product, and go-to-market, focusing on winning and getting our largest customers live and thriving. This role combines technical expertise with customer-facing skills to deliver exceptional value to enterprise clients. 𝗪𝗵𝗼 𝘄𝗲 𝗮𝗿𝗲 Moment is transforming financial markets. We are already working with some of the largest financial institutions globally, representing assets totaling $5T. With tier-one backing from Andreessen Horowitz, Index Ventures, and Lightspeed, we're positioned to revolutionize a $150T market. 𝗪𝗵𝘆 𝘁𝗵𝗶𝘀 𝗿𝗼𝗹𝗲 𝗶𝘀 𝘂𝗻𝗶𝗾𝘂𝗲𝗹𝘆 𝗶𝗻𝘁𝗲𝗿𝗲𝘀𝘁𝗶𝗻𝗴 1) FDE is our superpower: Our team is the keystone of our organization, directly contributing to our continued success in winning 7 figure deals with the world's largest financial institutions. 2) We have overwhelming customer demand: Our biggest product expansions are coming from customers bringing us their hardest problems. You'll be at the forefront of managing these relationships and developing solutions for the industry's largest unsolved problems. 3) Massive scale: You'll help fundamentally change how some of the world’s largest financial institutions operate in the world's largest financial market. 4) Moment is a platform product: This isn't consulting. While we develop lots of products together with our customers, everything is part of a single unified platform. We don’t do custom builds or custom deployments. 5) It’s “founder school”: If you have ambitions to start your own company some day, there is no other role that will give you this level of hands on experience across product, engineering, and sales. 𝗪𝗵𝗼 𝘄𝗲 𝗯𝗲𝗹𝗶𝗲𝘃𝗲 𝘄𝗶𝗹𝗹 𝘁𝗵𝗿𝗶𝘃𝗲 𝗶𝗻 𝘁𝗵𝗶𝘀 𝗿𝗼𝗹𝗲 1) Founding engineers who love working with their customers directly. 2) Quant traders who want to work on, and support, a customer-facing product. 3) PMs who are always shipping features in their free time and are the go-to when their sales organization needs support. 👉 If this sounds like you (or someone you know), reach out with a quick background on why you think you’d be a great fit.

  • View organization page for Moment

    10,357 followers

    Come meet us!! And learn about our open roles beforehand at https://moment.com/careers

    View profile for James K.

    Venture Investor at NEA

    We are hosting a meetup in NY for engineers and business generalists (with technical background) who are interested learning more about the emerging role of forward deployed engineers in AI startups.   Founders and execs from some of the fastest growing AI startups like ElevenLabs, Perplexity, August, Anterior, Translucent, Basis, Moment, Spur will present about the role of forward deployed engineers at their company.   The event is Wednesday, October 1st, from 6:30–8:30 PM in NY.   You don't need to be a forward deployed engineer today to attend. These startups are just looking for people who are:  -Deeply curious, move fast, and hustle  -Engineering/technical background  -Excited to be customer-facing and creatively dig into customer problems   Signup link in the comments below.

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  • View organization page for Moment

    10,357 followers

    Employee of the Moment: Billy Tseng 🎨 Early on at Moment, we realized that hiring a product designer was imperative. Up until then, our designs had been hacked together in Figma by Ammer S.. And while he could've been a designer in another life, there were some limitations. When we talked to Billy, Ammer was absolutely floored by his work and shared vision of bringing beautiful software to this industry. He was just a year out of college, but his instincts and focus on craft were there. So we took the bet on slope. We're proud to say that it more than paid off. In just a year, Billy has designed our entire product from scratch, set foundations and frameworks, assembled an extremely talented design engineering team, and led our rebrand. He designs with an obsession for detail, pulling prototypes for trading systems, portfolio and risk management, research tools, anything our clients need, seemingly out of thin air and on razor-thin notice. His work has empowered our team to impress leaders at the largest firms in the industry, leaving them struck by how deeply we care about the quality of the tools they use. It’s work that is setting a new standard for the look and feel of the financial markets at large. When not in Figma, Billy enjoys curating his capsule wardrobe and watching movies by Kore-eda and Edward Yang. 📽️ Experience isn't everything. You either have the vision or you don't. If you've got it, join us in reshaping the future of a $150T market. We're hiring designers and design engineers at moment.com/careers.

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  • Moment reposted this

    📢 Join us for a meetup of engineers and business generalists with technical background who are interested learning more about the emerging role of forward deployed engineers in AI startups. Founders and execs from some of the fastest growing AI startups like ElevenLabs, Perplexity, August, Anterior, Translucent, Basis, Moment, & Spur will present about the role of forward deployed engineers at their companies. 📆 Wednesday from 6:30–8:30 PM in NY. You don't need to be a forward deployed engineer today to attend; these startups are looking to connect with people who are: -Deeply curious, move fast, and hustle -Engineering/technical background -Excited to be customer-facing and creatively dig into customer problems Signup 👉🏽 https://lnkd.in/gPK8tH8E

  • View organization page for Moment

    10,357 followers

    Dylan Parker sat down with David Weisburd, host of How I Invest Podcast, to discuss why the fixed income market, despite being the largest financial market in the world, is still so manual. Check out their conversation at any of your favorite streaming platforms! Links in the comments. As always, we're hiring 🚀

    Not all markets are efficient. In fact, there’s a $100 Trillion market that still conducts half its business over the phone. Yes, the phone. 📞 Meanwhile, equities, options, and futures have been automated for decades. 🤯 One team is working to change this… 💡 Dylan Parker and his team at Moment, backed by Index Ventures with a recent $36M Series B 🚀, are rearchitecting how bonds are traded, portfolios are built, and wealth managers operate. Here’s what blew me away in our conversation: - Dylan knew nothing about fixed income when he joined Citadel. Within years, he was building their fixed income algo trading desk. - Today, nearly half of bond trading volume is still negotiated manually by phone (yes… still). - A custom muni bond portfolio for a retiree used to take 2 hours to build. Moment’s software does it in 5–10 seconds. - Tax-loss harvesting is even more powerful in bonds than equities — because bonds mature without creating offsetting capital gains. - Why the wealth management market (RIAs, roll-ups, aggregators) may actually leapfrog institutions in automation — because managing 10 million portfolios is literally impossible without it. - Culture matters: Dylan learned at Citadel that small teams of exceptional people >> huge teams of good people. That mindset is baked into Moment’s DNA today. This episode is not just about trading. It’s about the future of: - How retirees get predictable income - How RIAs and wealth advisors scale - How “boring” markets can turn into the next massive fintech wave 👇Do you think bonds will be disrupted in the next 5-10 years? Should I invest in this company if given the opportunity (genuinely curious)? Comment below #FixedIncome #WealthManagement #FinTech #Investing #HowIInvest Link to Podcast in Comments Below 👇

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  • Moment reposted this

    Here is a great piece of advice from Dylan Parker, co-founder and CEO of Moment: "Make very clear, very focused, very all-in bets. The most important thing is that you can be wrong, as long as you are wrong quickly and clearly." Moment has made very clear, focused bets in their product strategy and in the kids of customers they decided to pursue early. These bets have made an enormous difference in the company's growth trajectory. You can listen to this and other advice from Dylan in our podcast discussion: https://lnkd.in/eT5pqgj5

  • View organization page for Moment

    10,357 followers

    We're proud to be making bonds accessible for millions of retail investors through our partnership with Webull Financial. Webull is working to bring the same accessibility and transparency they provide in equities to fixed income. With Moment, Webull has: 💵 Lowered entry barriers with $100 minimums for fractional Treasuries 📈 Delivered smarter execution for users via an aggregated Smart Order Router with just a 0.1% spread 📱 Built a fully integrated, mobile-native bond trading experience powered by API-first infrastructure “Moment has been a strong and complementary partner to power Webull's fixed income business. Together, we are continuing to build innovative tools that translate Moment's back-end capabilities into a best-in-class bond platform for main street investors," said the Webull team. Read the full case study at the link below! 👇

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  • Moment reposted this

    Advisors shouldn’t have to settle when it comes to fixed income. With Moment, we’re making it easier to access bonds directly, execute with confidence, and build personalized portfolios in seconds. Grateful to see our CEO, Jason Wenk, featured in their Executive Series sharing why this matters for advisors and clients alike.

    View organization page for Moment

    10,357 followers

    We’re excited to share the second installment of our executive interview series: an awesome conversation with Jason Wenk, Founder & CEO of Altruist at their LA office. Altruist is the only fully digital custodian built from the ground up for RIAs, transforming the advisor experience with custody, trading, and portfolio tools designed to make independent advisors more efficient and scalable. As Jason puts it: “The future of fixed income is closely aligned with the future of investing. I’m a huge believer in personalized investing. People used to do it for equities and rely on funds for fixed income. But now, you’ll be able to build personalized bond portfolios that align with your values and risk. That’s a major innovation….compared to sending spreadsheets and waiting hours or days for fills, it’s night and day.” Altruist and Moment share a vision of making fixed income investing accessible for every advisor and client, not just the top 1%. Watch to learn more below. 👇 Read the full Altruist x Moment case study in the comments! 📄

  • Moment reposted this

    View profile for Eli Koven

    Head of Operations & GTM @ Moment

    gm! We’re hiring the first Strategy & Ops hire @ Moment🚀 - and offering a $10k referral bonus. Moment has all the raw materials to be a generational company: GS/Citadel talent density, tier 1 backing (Andreessen Horowitz / Index Ventures/ Lightspeed), a $150T market still run on decades-old infrastructure, intense market pull as we co-develop 3-5 year transformation & AI roadmaps with the world’s largest financial institutions, and the right DNA + operating principles. We have the right to win the market - and this role will ensure we do. You’ll be on the front lines with me and our leadership team, driving our most important strategic priorities and turning the company into a well-oiled machine that sustains 10x growth. Ideal profile: blue-chip IB / consulting / investing roots + 1-2 stints in GTM or Ops at B2B startups. 👉 If this sounds like you (or someone you know), reach out with a quick background on why you think you’d be a great fit.

  • View organization page for Moment

    10,357 followers

    Thanks to our investor Nick Beim at Venrock for having our CEO and Co-Founder, Dylan, on the Venrock podcast, Running Through Walls! Dylan shares everything from what it was like to cofound with Ammer and Dean to how we won customer after customer in a legacy industry by building the first modern operating system for fixed income. Give it a listen at the link below and let us know your thoughts!

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Funding

Moment 3 total rounds

Last Round

Series B

US$ 36.0M

See more info on crunchbase