Moment
PrivateLast Round
Series C
May 19, 2026
Total Funding Raised
$134M
Momentum
Top 5%
of companies Caplight tracks
Company Overview
Moment is a financial technology company that provides an AI operating system for investment management, designed to unify trading, portfolio management, and compliance for wealth firms and fintechs.
Sector
Enterprise Software
Verticals
Workflow Automation, Data Integration, Sales Enablement, CRM
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Infrastructure
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Moment Comps
Public and private peers based on sector, stage, and business model.
| Company | Status | Est. Valuation | Rev Multiple |
|---|---|---|---|
| OpenAI | Private | $86.0B | ~40x |
| Cohere | Private | $5.0B | -- |
| Competitor 1 | Public | $XX.XB | XXx |
| Competitor 2 | Public | $XX.XB | XXx |
Moment Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series C | May 19, 2026 | ||||
| Series B | Jul 9, 2025 | ||||
| Series A | Sep 14, 2023 |
Moment Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Andreessen Horowitz | Series C, Series B, Series A |
| Neo | Series A, Series B |
| Contrary Capital | Series A, Series B |
| Avra | Series C |
| Index Ventures | Series C, Series B |
| Venrock | Series A, Series B |
| Lightspeed Venture Partners | Series A, Series B |
Market signals
Structured signals derived from secondary market and firmographic data.
- May 19, 2026
$78M round led by Index Ventures
- Jul 9, 2025
$36M round led by Index Ventures.
Moment Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
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Frequently Asked Questions
Common questions about Moment's valuation, stock price, and market status.