• Menu
  • Skip to right header navigation
  • Skip to main content
  • Skip to primary sidebar

DigiBanker

Bringing you cutting-edge new technologies and disruptive financial innovations.

  • Home
  • Pricing
  • Features
    • Overview Of Features
    • Search
    • Favorites
  • Share!
  • Log In
  • Home
  • Pricing
  • Features
    • Overview Of Features
    • Search
    • Favorites
  • Share!
  • Log In

Moment automates fixed income investments- instantly generates portfolios from email requests, builds transition proposals from PDFs in seconds, and produces client-ready reports with custom commentary

July 10, 2025 //  by Finnovate

Moment, the company automating trading and portfolio management workflows for fixed income teams, has raised $36 million in Series B funding led by Index Ventures, with participation from Andreessen Horowitz and others. Moment’s platform unifies trading, research, portfolio optimization, reporting, and risk and compliance in a single system, with a layer of automation that allows financial institutions to supercharge their fixed income teams. Leading financial institutions use Moment to: Execute thousands of trades in seconds with automated execution rules; Optimize tax-sensitive, multi-asset class portfolios across hundreds of thousands of accounts; Scan all of their accounts and trades in real-time for compliance violations using custom rules; Use AI-powered workflows to instantly generate portfolios from email requests, build transition proposals from PDFs in seconds, and produce client-ready reports with custom commentary. By embedding forward-deployed engineers with its largest customers, Moment co-develops multi-year transformation roadmaps while delivering near-term solutions in production. Dylan Parker, CEO and co‑founder of Moment said “These firms are partnering with Moment to co-create the future of fixed income – empowering their fixed income teams with a differentiated platform to win new business, unlock eight-figure revenue channels, and genuinely 10x their productivity.”

Read Article

Category: Members, Robos & Wealth, Innovation Topics

Previous Post: « Broadridge’s instructing party model developed in collaboration with the European Central Bank’s TIPS system is reducing onboarding complexity for clients and is enabling rapid compliance with EU instant payments regulations
Next Post: Icon Business Bank’s integration with ZimpleMoney to enable businesses to offer private financing across multiple loan types with automated ledgering, integrated payments, borrower portals and detailed reporting »

Copyright © 2025 Finnovate Research · All Rights Reserved · Privacy Policy
Finnovate Research · Knyvett House · Watermans Business Park · The Causeway Staines · TW18 3BA · United Kingdom · About · Contact Us · Tel: +44-20-3070-0188

We use cookies to provide the best website experience for you. If you continue to use this site we will assume that you are happy with it.