{"id":593065,"date":"2026-05-19T19:50:16","date_gmt":"2026-05-19T19:50:16","guid":{"rendered":"https:\/\/www.newsbeep.com\/uk\/593065\/"},"modified":"2026-05-19T19:50:16","modified_gmt":"2026-05-19T19:50:16","slug":"moment-raises-78-million-to-meld-ai-and-wealth-management","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/uk\/593065\/","title":{"rendered":"Moment Raises $78 Million to Meld AI and Wealth Management"},"content":{"rendered":"

Investment management-focused AI startup\u00a0Moment<\/a>\u00a0has raised $78 million in new funding.<\/p>\n

The company\u2019s Series C round,\u00a0announced<\/a>\u00a0Tuesday (May 19), comes as Moment works to advance adoption of its platform, which combines trading, portfolio management and compliance into one operating system.<\/p>\n

\u201cInvestment management is being rebuilt around AI, and it\u2019s happening at Moment,\u201d said Jan Hammer, partner at Index Ventures, which led the round.<\/p>\n

\u201cIndex has backed the financial infrastructure companies that defined the last era of fintech, and the pattern at Moment is unmistakable: the world\u2019s leading wealth firms are betting their next decade on Moment\u2019s team and architecture.\u201d<\/p>\n

Companies using Moment\u2019s offering include Edward Jones, LPL Financial and Hightower Advisors, according to the announcement. The startup says its platform powers investment management for firms collectively managing upwards of $10 trillion in assets, up from $300 billion less than 18 months ago.<\/p>\n

Among the platform\u2019s capabilities are agents that create custom portfolios from natural-language instructions in seconds, shrinking hours of manual work into one conversation, the release added. Moment also offers \u201csurveillance agents\u201d to scan thousands of accounts to find tax, risk, and transition opportunities and \u201ctranslate them into actionable proposals.\u201d<\/p>\n

Advertisement: Scroll to Continue<\/p>\n

The new funding comes less than a year after Moment\u00a0raised $36 million<\/a>\u00a0in a Series B round, also led by Index Ventures.<\/p>\n

\u201cThe largest financial institutions know they need to deploy agents, but the infrastructure to deploy them safely and effectively hasn\u2019t existed,\u201d said\u00a0Dylan Parker<\/a>, Moment\u2019s co-founder and chief executive.<\/p>\n

\u201cWe 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. And because the platform is modular, firms can start by modernizing a few core workflows and progressively unlock AI capabilities as their governance frameworks evolve.\u201d<\/p>\n

In related news, recent PYMNTS Intelligence research shows that there are limits to what people will allow AI to do when it comes to their finances.<\/p>\n

\u201cConsumers may be comfortable\u00a0using AI assistants<\/a>\u00a0to review subscriptions or summarize spending categories,\u201d PYMNTS wrote. \u201cGiving autonomous systems authority to move money, authorize transactions or execute financial actions presents a different level of risk.\u201d<\/p>\n

Only around\u00a020% of consumers<\/a>\u00a0would permit an autonomous artificial intelligence (AI) agent to manage banking activity on their behalf, according to PYMNTS Intelligence data. The hesitation reflects larger concerns around unauthorized access, misuse of data and the concentration of sensitive financial information with conversational platforms.<\/p>\n","protected":false},"excerpt":{"rendered":"Investment management-focused AI startup\u00a0Moment\u00a0has raised $78 million in new funding. The company\u2019s Series C round,\u00a0announced\u00a0Tuesday (May 19), comes…\n","protected":false},"author":2,"featured_media":593066,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[554,84,4176,4215,5353,37869,50,4174,4175,5292,56,54,55,1630,6242],"class_list":["post-593065","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-ai","tag-business","tag-finance","tag-funding","tag-investments","tag-moment","tag-news","tag-personal-finance","tag-personalfinance","tag-pymnts-news","tag-uk","tag-united-kingdom","tag-unitedkingdom","tag-wealth-management","tag-whats-hot"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/593065","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/comments?post=593065"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/593065\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media\/593066"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media?parent=593065"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/categories?post=593065"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/tags?post=593065"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}