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July 22, 2025

AI | Funded: Moment raises $36M Series B to automate fixed income for financial institutions Fintech Nexus Staff | usagoldmines.com

Hi there and welcome to Funded, where we spotlight early-stage bets on the future of tech.

Today, we’re looking at Moment, a New York-based fintech building an AI-enabled platform to automate trading and portfolio management workflows for fixed income teams. The company just announced a $36 million Series B led by Index Ventures, with participation from Andreessen Horowitz, Lightspeed Venture Partners, Venrock, Neo, and Contrary Capital.

Founded by former Citadel Securities and Jane Street engineers, Moment pulls trading, portfolio management, compliance, and reporting into a single platform for broker-dealers, RIAs, and fintechs. The product aims to eliminate manual workflows—replacing spreadsheets, emails, and phone calls with automation and AI, with the goal of transforming fixed income operations.  

The company’s customers include brokerage firm LPL Financial and trading platforms Public.com, and Webull. Moment says it is helping clients execute thousands of trades in seconds, optimize portfolios across hundreds of thousands of accounts, and run compliance checks in real time.

Moment plans to use the new funding to grow its New York team and continue building products. 

CEO Dylan Parker previously built automated credit trading systems at Citadel, and co-founders Dean Hathout and Ammer Soliman bring engineering and strategy experience from Citadel and McKinsey, respectively.

“Demand for fixed income is exploding,” Parker said in the announcement. “We’re helping firms unlock new revenue and 10x the productivity of their fixed income teams.”

 Hi there and welcome to Funded, where we spotlight early-stage bets on the future of tech. Today, we’re looking at Moment, a New York-based fintech building an AI-enabled platform to automate trading and portfolio management workflows for fixed income teams. The company just announced a $36 million Series B led by Index Ventures, with participation from Andreessen Horowitz, Lightspeed Venture Partners, Venrock, Neo, and Contrary Capital. Founded by former Citadel Securities and Jane Street engineers, Moment pulls trading, portfolio management, AI, Fintech, Funded, Home, News, Popular, AI in fintech, Andreessen Horowitz, capital markets platform, Dylan Parker, fintech infrastructure, fixed income automation, Index Ventures, Moment, portfolio management software, trading technology 

This articles is written by : Nermeen Nabil Khear Abdelmalak

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