Moment
Moment sells AI software for investment management to large wealth firms and fintechs. It works with firms managing over $10 trillion in assets and has raised $134M in funding.
The growth story
Moment grew from 1 to 111 employees between 2022 and 2026, raising $134M along the way, most recently a Series C in May 2026.
About
Moment provides AI-powered operating systems tailored for investment management firms. Its clients include major wealth managers like Edward Jones and LPL Financial, who use the platform to streamline their operations.
The company has raised $134M in funding, including a Series C round in 2026. It employs 111 people, with engineering being the largest function, accounting for 35 staff.
Founders and leadership
Engineering is the largest function at Moment, with 35 employees. The company is led by a team with backgrounds in financial services and technology, supported by investors like Andreessen Horowitz and Lightspeed.
The Moment org chart
Dylan Parker (Co-Founder & CEO) leads 24 mapped leaders with 4 direct reports. Click +N to expand a team; names link to the person’s public profile.
Departments, and which ones grew
Headcount by function: Engineering 42 (+68% YoY), Operations 13 (+18% YoY), Business Development 9 (+80% YoY), Arts and Design 6 (+200% YoY), Sales 6 (+100% YoY), Legal 4 (+33% YoY).
Talent flow
Moment hires heavily from financial and tech firms, with top sources including Clear Street, Citadel Securities, and Goldman Sachs. Alumni have gone on to roles at Broadridge and AssetMark, or started their own ventures.
Most common previous employers of Moment staff: Clear Street (7), Citadel Securities (5), Goldman Sachs (5), iCapital (4), Bloomberg (3), Airbnb (3). Former Moment employees most often moved to Broadridge (1), AssetMark (1), Something new (1), Adaptive Innovations (1), Alidade (1), onepatch (1).
Alumni worth knowing
The Moment mafia
Moment alumni have founded four companies, including Adaptive Innovations, which employs 87 people, and Alidade, which has 4 staff.
4Alex Wendland, was Technical Advisor until 2023Robert Owen, was Strategic Advisor until 2023Shalin Patel, was Software Engineer until 2025Rodrigo Weilg, was Software Engineer until 2025Hiring now
Web traffic
Traffic mix: 46% direct, 34% search, 4% social, 0% paid.
What this company is made of
Most common skills at Moment: Python (Programming Language) (38), Java (30), SQL (22), C++ (21), Leadership (21), JavaScript (20), Microsoft Office (19), HTML (18).
Where the team actually sits
Moment people are concentrated in New York, United States (55), New York City Metropolitan Area (7), United States (4), California, United States (3).
Search footprint
Moment attracts about 682 organic search visits a month, traffic worth roughly $2K a month if bought through ads. It gained 32 ranking keywords and lost 67 in the last period.
Frequently asked
Moment has 111 employees as of September 2026.
Moment has raised $134M in total, most recently a Series C round in May 2026.
Moment was founded in 2022 by Dylan Parker, Ammer S., Dean Hathout.
Dylan Parker (Co-Founder & CEO) sits at the top of Moment's reporting structure, with 4 direct reports.
The most common previous employers of current Moment staff are Clear Street (7 people), Citadel Securities (5 people), Goldman Sachs (5 people).
Former Moment employees most often move to Broadridge (1), AssetMark (1), Something new (1).
At least 4 companies have a founder who previously worked at Moment, including Adaptive Innovations, Alidade, onepatch.
Moment attracts about 682 organic search visits a month, worth roughly $2K a month in equivalent ad spend.
The most common skills among Moment staff are Python (Programming Language), Java, SQL, C++, Leadership.
Moment staff are concentrated in New York, United States (55), New York City Metropolitan Area (7), United States (4).
Moment has about 42 people in Engineering, up 68% over the past year, as of September 2026.
Moment has about 13 people in Operations, up 18% over the past year, as of September 2026.
Computed from 76 current and 28 former Moment profiles, as of September 2026. Source: Crustdata.
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