In a market that still treats bonds like they’re trapped in an Excel cell from 1997, Moment just pulled off a Series B that feels more like a mic drop.
$36 million. Led by Index Ventures, with heavy hitters Andreessen Horowitz, Lightspeed Venture Partners, Venrock, Neo, and Contrary Capital riding shotgun. Not a “momentum play”, this is a calculated move on a firm that’s quietly, methodically gut-renovating a $150 trillion global fixed-income market with surgical precision.
Founded in 2022, Moment was born inside the pressure cooker of Citadel Securities and Jane Street, not exactly your average garage setup. Dylan Parker, former quant researcher at Citadel and now CEO, teamed up with Ammer Soliman, ex-McKinsey engagement manager turned COO, and Dean Hathout, Citadel vet turned CPO. What they’re building isn’t another workflow bandaid. It’s the first unified, AI-driven operating system tailored for fixed-income desks, the full stack, front to back, automated and integrated.
The platform? Think institutional-grade OEMS / EMS fused with AI-powered portfolio generation, PDF-to-transition-proposal conversions, email-to-model workflows, and real-time compliance scanning. Plug it into a major liquidity venue, hand it a gnarly credit book, and it spits out alpha like it’s clockwork. During a pilot with Apex Fintech Solutions, they automated 99% of trades in eight weeks. Not a typo. No smoke and mirrors. Just straight-up execution.
And this isn’t a theory. This is $3.5 trillion in AUM running through Moment via LPL Financial, Sanctuary Wealth, and Apex. You don’t get into bed with the biggest U.S. broker-dealer (LPL, $2T AUM) unless your system actually works when the bond markets buckle.
Jan Hammer of Index Ventures is now on board, literally. As an incoming board member, he’s betting big on Moment’s next phase: scaling New York’s engineering and sales firepower, embedding forward-deployed engineers with strategic partners, and rolling out new modules for tax optimization and multi-asset workflows.
There’s no hype here, just results, strategy, and execution. Moment doesn’t pitch. It performs. While the rest of the market argues over data feeds and wrappers, Dylan Parker, Ammer Soliman, and Dean Hathout are building the OS that’ll quietly run it all in the background. Financial engineers and AI / ML talent: now’s your Moment.
