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May 19, 2026 12:00 PM

Moment Raises $78 Million as Largest Wealth Firms Standardize on its AI Operating System for Investment Management

NEW YORK, May 19, 2026 (GLOBE NEWSWIRE) -- Moment, the AI operating system for investment management, has raised $78 million in a Series C funding round led by Index Ventures, with participation from Andreessen Horowitz, Avra, and other existing investors. This comes less than 10 months after Moment's $36M Series B, which was also led by Index Ventures.

"Investment management is being rebuilt around AI, and it's happening at Moment," said Jan Hammer, Partner at Index Ventures. "Index has backed the financial infrastructure companies that defined the last era of fintech, and the pattern at Moment is unmistakable: the world's leading wealth firms are betting their next decade on Moment's team and architecture. We led Moment's Series B, and we're now doubling down on the company defining the AI era of investment management."

The World's Largest Wealth Firms Are Building on Moment

Edward Jones, LPL Financial, and Hightower Advisors are among the firms building on Moment. 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. That growth comes as AI roadmaps have dramatically accelerated at the largest financial institutions.

"AI is going to be a defining capability for the next era of wealth management, and the firms that get it right will be the ones that pair it with the ...