Atom Finance offers a modern consumer software platform that brings institutional-grade investment research and tools to individual investors. The product was built by investment professionals to modernize the retail investing experience and also supports white-labeled B2B integrations for financial institutions. Since the platform launched in 2019, Atom has seen strong consumer demand — Premium-tier subscribers have increased more than 250% since the start of 2021. The company is expanding partnerships and integrations with financial institutions and has reported heightened interest in its white-labeled product. Atom plans to use new capital to grow Premium subscriber acquisition, proliferate partnerships, open an office in Miami, and build out teams across Product, Engineering, Growth, and Business Development. Atom is hiring with flexibility to be based in either New York (SoHo) or Miami. Atom Finance builds a free, consumer-focused investment-research platform and mobile app that bundles financial modeling, portfolio tracking, news analysis, benchmarking and discussion tools. Its five core products—Sandbox, Portfolio, X-Ray, Compare and Collaborate—provide instant financial modeling, linked-account portfolio tracking, a research search engine, benchmarking tables, and group discussion features. The company launched mobile apps and reported 100,000 users and $400 million in assets its platform is helping steer since a soft launch in June. Atom plans to operate a freemium model and eventually monetize by launching premium tiers with more advanced research tools. The eight-person team comes from SoFi, Silver Lake, Blackstone and Citi and faces competition from incumbents like Bloomberg as well as tools such as Sentieo, BamSEC, WallMine and Robinhood's in-app research. Given its access to sensitive user data, Atom emphasizes flawless privacy, security and accuracy as essential.

Total raised

$39M

Funding rounds

2

Latest round

Series B

Latest activity

Jun 2021