SOC 2
TYPE II
CERTIFIED
Announcing our $36M Series B
Engineering the future of fixed income with the world's leading financial institutions.
In my 25+ years of experience, Moment is the innovative solution we've been waiting for and the only player in the market offering a single, unified fixed income platform.”
Michael Haire, Senior VP of Fixed Income at LPL
Pricing used to be expensive and inaccurate. With Moment, it’s high-quality, real-time pricing and inventory, which makes building things like bond ladders easy.”
Jason Wenk, CEO of Altruist
We’re giving our partners the ability to stream differentiated bond liquidity and deliver institutional-grade portfolio tools, without the heavy lift of building the infrastructure themselves.”
Michael Blaugrund, CEO of DriveWealth
Moment is the ideal partner. They work closely together with clients to offer a seamless, high-quality experience out of the box.”
Sam Nofzinger, GM of Brokerage at Public
In just 8 weeks, we automated over 99% of trades and pioneered fractional bond access, tearing down barriers that once kept retail investors out.”
Bill Capuzzi, CEO of Apex Fintech Solutions
Assets held by our clients
Orders processed through our platform
Median time to execute an order
“Moment's fixed income technology is so revolutionary, our senior leadership team has started weaving it into our recruiting pitches with significant advisor teams.”Josh Freeman Head of Capital Markets at Sanctuary Wealth
Portfolio management and optimization
Order management embedded with traders
No touch to high touch execution management
Real-time accounting and reconciliation
Custom permissions, pre-trade controls, and best-ex
Real-time pricing, reference data, and portfolio analytics
Traders
An order and execution management system with automated trading and advanced order management capabilities that scales with you.
Read more
Products:
OMS
EMS
Data and Analytics
Risk and Compliance
Portfolio managers
A powerful portfolio management system designed to handle multiple sleeves, millions of accounts, and flexible customizations.
Read more
Products:
PMS
OMS
Portfolio Accounting
Data and Analytics
Compliance
Configure checks across every workflow. Set firmwide rules and account-level controls. Monitor activity in real time.
Read more
Products:
OMS
Risk and Compliance
Built with safety as a priority
99.99% uptime. Built for mission-critical performance. Infrastructure that delivers the stability and resilience that enterprise teams need.
Jul 12, 6:55 PM • 100%
Industry-standard certifications. SOC 2 Type I & II certified. Meeting the highest standards for data protection and system reliability.
Fully encrypted, end-to-end. Secure at rest, in transit, and at every stage in between.
SAML SSO. Enterprise-grade access control with secure SAML Single Sign-On.
Advanced user permissioning. Set custom access at every level for rapid scaling.
About Moment
Premier fixed income solutions for modern firms
Get up and running in weeks. Implementation shouldn’t take months or even years.
Frequent, stable updates. Don’t wait for quarterly releases.