Series CFintechUnited StatesMay 19, 2026

Moment raises $78.0M Series C (United States, May 2026)

$78.0M
$78 million
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Headline

Moment Raises $78 Million to Meld AI and Wealth Management - PYMNTS.com

About

Moment is an investment management-focused AI startup that has raised $78 million in funding to enhance its platform, which integrates trading, portfolio management, and compliance. The company serves wealth management firms, collectively managing over $10 trillion in assets, and aims to revolutionize investment management through AI-driven solutions.

Article summary

Moment Raises $78 Million to Meld AI and Wealth Management  PYMNTS.com

Founder
Dylan Parker
Dylan Parker
Co-founder and CEO
Investors · 1
Index VenturesLead
FUND
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