Moment

Moment is a rapidly growing fintech company providing a purpose-built operating system for wealth management firms, including RIAs, broker-dealers, and private banks. Founded by former quantitative traders from Citadel and Jane Street, Moment empowers investment professionals with tools to streamline portfolio construction, automate trade execution, and manage compliance. At its core, Moment delivers a technology platform focused on efficiency and personalization. Key capabilities include rapid portfolio building, automated order routing across major trading venues, and automated portfolio rebalancing and reinvestment. This allows advisors and portfolio managers to deliver enhanced client service and optimize investment strategies.