SOC 2
TYPE II
CERTIFIED
Bloomberg: Moment Announces $36M Series B
Solving the Hardest Problems in Fixed Income
Engineering the future of fixed income with the world's leading financial institutions.
Powering fixed income for leading financial institutions
10X increase in productivity
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
Bond portfolios built in seconds
We haven’t had people building fixed income tech with that caliber, a mix of best-in-class software engineers and fixed income experts from Wall Street.”
Jason Wenk, CEO of Altruist
200X lower bond minimums
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
10X lower minimums
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
99.99% auto execution
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
The first fixed income operating system designed to scale
$3.5T+
Assets held by our clients
3M+
Orders processed through our platform
<1s
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
World-class products.
Modular by design, unified by choice.
PMS
Portfolio management and optimization
OMS
Order management embedded with traders
EMS
No touch to high touch execution management
Portfolio Accounting
Real-time accounting and reconciliation
Risk and Compliance
Custom permissions, pre-trade controls, and best-ex
Data and Analytics
Real-time pricing, reference data, and portfolio analytics
Traders
Leverage the most powerful trader workstation on the street
An order and execution management system with automated trading and advanced order management capabilities that scales with you.
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Products:
OMS
EMS
Data and Analytics
Risk and Compliance
Portfolio managers
Deliver personalized portfolios across 100K+ accounts
A powerful portfolio management system designed to handle multiple sleeves, millions of accounts, and flexible customizations.
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Products:
PMS
OMS
Portfolio Accounting
Data and Analytics
Compliance
Stay compliant at every layer, from pre-trade checks to post-trade audits
Configure checks across every workflow. Set firmwide rules and account-level controls. Monitor activity in real time.
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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 17, 9:58 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.