TL;DRMoment raised $78M led by Index Ventures to build AI agent infrastructure for wealth management. Edward Jones and LPL are clients.
Moment, the fintech company founded by a cohort of former Citadel Securities quantitative traders and researchers, has raised $78 million. The round was led by Index Ventures with participation from existing investors Andreessen Horowitz and Avra. The company last raised $36 million in July 2025.
Moment builds infrastructure that allows wealth management firms to deploy AI agents for fixed-income and equities trading. In the past year, it signed Edward Jones, LPL Financial, and Hightower Advisors as partners. These are not small accounts: Edward Jones manages $2.1 trillion in client assets, LPL oversees approximately $1.7 trillion, and Hightower manages more than $175 billion.
“The largest financial institutions know they need to deploy agents, but the infrastructure to deploy them safely and effectively hasn’t existed,” CEO and co-founder Dylan Parker said. “We built that operating system from the ground up, with a unified data model and regulatory-grade controls so AI can finally do real work in investment management.”
The pitch is infrastructure, not intelligence. Moment is not building its own large language model. It is building the compliance, data, and execution layer that sits between frontier AI models and the regulated environment in which wealth managers operate. The distinction matters because financial services firms cannot simply plug ChatGPT or Claude into their trading systems without audit trails, regulatory controls, and integration with existing market data infrastructure.
