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.
Domain
atomicinsights.io
Country
United StatesIndustry
Financial ServicesEmployees
11-50
Last Funding
$10.0M
Founded
2022
Tech Stack (13 technologies)
Frequently Asked Questions
What technologies does Atomic Insights use?+
Atomic Insights uses 13 technologies including Google Font API, HubSpot, Webflow.
What industry is Atomic Insights in?+
Atomic Insights operates in the Financial Services industry.
Where is Atomic Insights based?+
Atomic Insights is headquartered in United States.
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