Founded in 2023, Atomic Insights builds a purpose-built treasury platform that centralizes payment requests, automates maker-checker approvals, and connects directly to custodians and banks via real-time APIs. The software bi-directionally integrates with leading wealth-management systems such as Addepar, Arch, Canoe, and Salesforce, eliminating manual data entry and reducing operational risk. Over the past year the company has secured anchor RIA and family-office clients representing more than $75 billion in assets on platform, saving those firms thousands of hours in manual workflows. Atomic acts as the connective tissue across client portals, document vaults, and workflow tools, enabling wealth managers to deliver a scalable "family CFO" experience. The platform also provides a full audit trail and cash-flow reporting from a single workspace. With fresh capital, Atomic plans to deepen its real-time custodial data connections, roll out supplementary products, and further expand within the RIA and family-office ecosystem.

Total raised

$10M

Funding rounds

1

Latest round

Seed

Latest activity

Jan 2026