Moment
Moment replaces the patchwork of legacy systems wealth firms run with a single platform where AI agents can execute whole workflows inside a regulated environment, spanning…
Overview
Moment builds an AI operating system for investment management that replaces fragmented legacy infrastructure with a unified platform spanning trading, portfolio management, compliance, optimization, and execution across asset classes. The company says AI agents on the platform build custom portfolios from natural-language instructions, run tax-aware multi-asset optimization, and flag compliance and risk issues automatically. Moment is used by wealth firms collectively managing more than $10 trillion in client assets, including Edward Jones, LPL Financial, and Hightower Advisors, up from $300 billion roughly 18 months earlier. The company was founded in 2022 by former Citadel Securities quants and traders Dylan Parker, Ammer Soliman, and Dean Hathout.
Details
Educational listing only. CrackTheDeck does not endorse this product or promise investment results.
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