Moment
AI software for investment management, serving wealth firms and their financial advisors
Highlights
- Young companyFounded 2022
- New on EvolcAdded 2026-11-13
About Moment
Moment builds AI software for investment management. Its product covers portfolio construction and optimization, direct indexing, unified managed accounts, fixed income, order and execution management, and compliance.
Its customers are large wealth management firms and the financial advisors who work with them. The website cites more than $10T in assets and 60K+ financial advisors in its customer base.
Moment Technology Inc. was founded in 2022 and is headquartered in New York. The company has announced a $78M Series C. Its open roles are in engineering, design, security, operations, revenue and talent, all based in New York.
Product: AI software for investment management, including portfolio construction, direct indexing, managed accounts and compliance tools.
Jobs at Moment
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Website technologies
Tools and platforms detected on this company’s website, grouped by purpose. Dates record when Evolc observed them.
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- ReactMedium confidence
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- Related technologyimplied by Next.js
Hosting
- VercelHigh confidence
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Website detection does not establish a paid subscription or company-wide use. Tools loaded after consent or sign-in may be missed. “No longer observed” does not prove the company stopped using a tool.