• 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 11, 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, Essential Guidance

Previous Post: « Prime Day 2025 is seeing a shift from impulse electronics to practical essentials driven by tighter budgets and rising skepticism over perceived value
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.