Built for RIAs & Family Offices

Move Money Faster.
With Control at Every Step.

From instruction to settlement, Atomic brings verification, approvals and execution into one secure workflow.

The platform

Every Transaction. Full Visibility. Complete Control.

Track wires, capital calls and cash positions securely in one place, with built-in verification, approvals and audit trails.

✓
Wire approved · $75,000
Acme LP Fund 25 · 2s ago
Capital Call✓ Bulk submit
Sequoia Capital XII
$2.4M· 47 LPs · 1 click
Atomic Capital Advisory
Payment RequestsReview · 2In process · 8Completed
DATEFROM ACCOUNTAMOUNTCASH · SLOA · REPSTATUS
11/22Abbie Garcia ····4191$20,000Approved
11/12Oliver Shaw ····6293$56,342Approved
11/09Meridian FO ····4191$75,000Approved
11/08Halcyon Cap ····8804$32,500In review
11/08Ashwood FO ····4191$580Approved
Capital Call — Sequoia Capital XII47 LPsBulk submit
Meridian FO✓
$62,000
Garcia Trust✓
$48,500
Northlake LP✓
$75,000
Halcyon Cap✓
$39,200
Ashwood FO✓
$54,750
+ 42 more wires
47 wires → 1 reviewed actionSubmitted ✓
Cash PositionsAuto-sweep on
OPERATINGRESERVET-BILLSMMFSWEEP
Idle cash detected → swept to T-Bills+$18,420 est. annual yield
$120B
Assets on platform
Fidelity + Schwab
Live custodian API access
SOC 2
Type II certified
2022
Built by operators, for operators

What is Atomic Insights?

One platform for every way money moves.

Follow a payment from request to completion. Experience how Atomic brings verification, approvals and execution into one secure workflow, with every step accounted for.

Interactive prototype · Click through the platform

The Atomic Suite

Everything money movement demands, in one platform.

From capital call to wire confirmation. No re-keying, no portal hopping, no spreadsheets.

Secured Core

Execute wires, ACH, journals, and checks through one secure workspace.

Direct custodian execution. No portal hopping, no spreadsheets.

  • Real-time custodian APIs
  • Maker-checker approvals
  • Validation on every request
Learn more →
New wire request
FromFidelity ····4191
ToAcme LP · Routing ····8839
Amount$75,000.00
SLOA verificationSigned 09/12
Repeat detectionMatches prior payee
Maker-checker · 1 of 2 approvals
✓
Wire executed · $75K
Fidelity → Acme LP · 3s
Alts & Private Investments

Fund capital calls and process distributions without the manual chase.

Built around private-market cadence, not retrofitted.

  • Bulk capital call workflow
  • Canoe, Arch, iCapital integrations
  • Cross-entity allocation
Learn more →
Bulk capital call · 87 wires
$14.2M
Fund 25 · Acme LP18 entities
Growth VII · Sequoia15 entities
Opportunities II · IEQ12 entities
Ventures III · Ohana9 entities
Bridge IX · Baker6 entities
Bulk callDone · 12s
87 / 87 wires
Comprehensive Bill Pay

Centralize every client payment (vendors, tuition, taxes) in one platform.

Purpose-built for the family-CFO model, not generic AP.

  • Vendor & biller management
  • Invoice capture
  • Full audit trail on every payment
Learn more →
Inbox · 12 invoices
S
Stanford University
Tuition
$28,400.00
B
Barnes & Thornburg LLP
Legal
$4,200.00
I
IRS Q3 Estimate
Tax
$112,000.00
C
Casa Vista Landscape
Property
$1,875.00
H
Hearst Digital
Subscription
$120.00
IRS Q3✓ Paid
$112,000
1 click · scheduled
Cash Management

Orchestrate treasury across accounts, entities, and custodians.

Cashflow intelligence layered on the rails. Not just movement.

  • Multi-account visibility
  • Sweep rules & scheduled transfers
  • Higher-yield management
Learn more →
Total cash
$847M
+2.4% this week
Yield capture
4.82%
Blended · 30-day
Schwab Sweep · $312M→ optimized
Fidelity FDRXX · $286M→ optimized
JPM Treasury · $249M→ optimized
Yield YTD
+$2.1M
Idle cash swept
Reporting & Reconciliation

A complete audit trail and cashflow reporting across every source of truth.

A single system of record across custodian, CRM, and PMS.

  • Salesforce CRM sync
  • Transaction-level audit trail
  • Client-ready cashflow reporting
Learn more →
Reconciliation ledger
Source
Custodian
PMS
Wire · Acme LP
$75,000
$75,000
✓
ACH · Stanford
$28,400
$28,400
✓
Cap call · Sequoia
$56,342
$56,342
✓
Journal · Ohana
$12,900
$12,900
✓
Distribution · IEQ
$41,120
$41,120
✓
Salesforce · Addepar · Custodian100% reconciled
✓
100% reconciled
Salesforce ↔ Addepar
Atomic Insights Payment Requests screenAtomic Insights Submit Payments screenAtomic Insights Create Payment Request screenAtomic Insights Treasury screenAtomic Insights Reporting screen

Trust

Trusted by leading firms

Oxford Financial GroupSage MountainOhana AdvisorsBaker Street Advisors

The infrastructure that used to exist only inside the wirehouses is now available to every independent firm managing complex wealth.

LB
Lucas Babbitt
Co-Founder & CEO · Former Goldman Sachs & Jordan Park

Get started

Start with your own workflow.

Walk us through how your firm moves money today, and we’ll show you where Atomic fits.