Moment
PrivateNew York AI operating system for investment management. Integrates trading, portfolio management, and compliance for wealth firms managing over $10T including Edward Jones, LPL Financial, and Hightower Advisors. Founded 2021 by ex-Citadel Securities quants.
Founders Dylan Parker, Dean Hathout, Ammer Soliman
CEO Dylan Parker
Company
Founded
2021
Headquarters
New York, United States
Financials
Total Funding
$132M
Funding History
4 rounds Series C May 19, 2026
$78M Series B Aug 15, 2025
$36M Series A Sep 15, 2023
$15M Seed Sep 15, 2022
$3M Funding data is compiled from multiple independent sources including company announcements, press coverage, and regulatory filings. While we strive for accuracy, amounts and dates may reflect reported figures at time of announcement.