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Atomic Insights

Atomic Insights

Private
San Diego, CaliforniaFinTechhttps://atomicinsights.com

Last Round

Seed

Jan 14, 2026

Total Funding Raised

$10M

Company Overview

Atomic Insights is a fintech company that provides a platform for money-movement, workflow automation, and treasury operations for registered investment advisors (RIAs) and family offices.

Sector

FinTech

Verticals

Wealth Management, Vertical SaaS, Workflow Automation, Digital Payments

Business Model

B2B

Customer Profile

Subscription SaaS, Payment Processing Fee, Services & Consulting

AI Layer

Non-AI

Keywords

payment workflow automationmoney movement platformRIA softwarefamily office softwarewealthtechtreasury managementRIA techpayment orchestrationcashflow reportingcustodian integrationfamily CFO platformcapital call automationRIA bill payAddepar integrationSalesforce integration

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Atomic Insights Comps

Public and private peers based on sector, stage, and business model.

CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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Atomic Insights Funding Rounds

Historical fundraising activity

RoundDateAmount RaisedValuationInvestorsSources
SeedJan 14, 2026
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Atomic Insights Investors

Notable investors and investment history

InvestorRounds
Northwestern Mutual Future VenturesSeed
Aquiline Capital PartnersSeed
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Atomic Insights Filings

SEC and related filings with document metadata.

TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Atomic Insights Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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Firmographic Details

HeadquartersSan Diego, California
Year Founded2023
Last FundingJan 14, 2026

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