From $300B to $10 Trillion: How Moment Became the AI Operating System for Investment Management

QUICK TAKE

• Moment is the AI operating system for investment management. The platform unifies trading, portfolio management, and compliance across asset classes and currencies in a single operating system.
• The platform now powers investment management for firms collectively managing more than $10 trillion in client assets, up from $300 billion less than 18 months ago. Customers include Edward Jones, Hightower, and LPL Financial.
• Moment was built from the ground up to ensure wealth management firms have the infrastructure to deploy AI agents safely and responsibly.
• With the company set to define the AI era of investment management, it has raised $78 million in Series C funding led by Index Ventures.

THE DETAILS

Financial institutions have long recognized the potential for AI but been unable to act. The challenge, as with any technological change in a highly regulated industry, has been the lack of the infrastructure needed to securely and effectively deploy AI agents.

Moment has bridged this gap in investment management. It’s why Edward Jones, Hightower, LPL Financial, and world’s largest wealth firms are using its technology. With the company set to define the AI era of investment management, it has raised $78 million in a Series C funding led by Index Ventures. The round follows the company’s $36 million Series B in July, also led by Index.

From building custom portfolios using natural-language instructions in seconds to automating order and execution management, Moment unifies trading, portfolio management, and compliance across asset classes and currencies in a single operating system

Detailing the importance of pairing AI with the right infrastructure, Russ Tipper, Principal and Head of Products and Solutions at Edward Jones explains that the firm uses Moment’s platform and AI-powered workflows to generate highly personalized client proposals in seconds, “replacing manual processes with the kind of speed and precision that simply wasn't possible before.”

“These capabilities deployed responsibly across our business over time – we believe, will help our financial advisors serve more clients more deeply,” he adds.

"Hightower One, built on Moment, represents an important step forward in our long-term vision to deliver a more unified managed account experience across portfolio management, tax optimization, and tax transition management for both equities and fixed income," said Randy Bullard, Head of Investment Management at Hightower. "Over time, we believe the platform has the potential to support a significant portion of assets managed across Hightower and help enhance the advisor and client experience through increasingly sophisticated AI-enabled workflows and operational capabilities."

“The largest financial institutions in the world have wanted to deploy AI for years, but the infrastructure to do it responsibly hasn't existed,” concludes Moment’s CEO and co-founder Dylan Parker.

“We built that operating system from the ground up, with unified data, real-time actions, and regulatory-grade controls for AI agents, so AI can finally do real work in investment management. And because the platform is modular, firms can start by modernizing their core workflows and progressively unlock AI capabilities as their governance frameworks evolve.”