Atomic Insights
San Diego
About Atomic Insights
Atomic Insights is a financial technology company that simplifies and ensures compliance for RIAs and family offices. The platform automates client payment workflows from beginning to finish, recording payment requests, organizing approvals, and executing payments through real-time custodian and bank APIs, all while providing a complete audit trail and cashflow reporting in a single, centralized workspace. Atomic Insights minimizes human data entry, decreases operational risk, and enables wealth management businesses to provide a more personalized "family CFO" experience at scale by integrating bidirectionally with top CRM and portfolio management platforms.
Company Facts
- Operating status: Active
- IPO status: Private
- Employees: 11 – 50
- Total funding: $10.0M
- Funding stage: Seed
- Last round: Seed (Jan 2026)
- Website: atomicinsights.io
- Phone: (858) 338-5664
Industries & Categories
Financial Services, Payments
Social Profiles
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