Moment, the New York City-based fintech behind the first operating system built specifically for wealth management, has secured $78.0M in a Series C funding round. The capital infusion will support the company's continued expansion as it powers investment management for the largest RIAs, broker dealers, and private banks.
Founded by former fixed income quants from Citadel and Jane Street, Moment's platform allows advisors to build personalized portfolios in seconds, traders to automatically execute orders across major venues, and portfolio managers to automate reinvestment, rebalancing, and compliance monitoring.
