ABOUT US

Built by wealth advisors for wealth advisors.

Atomic Insights is designed by experienced wealth managers and operations leaders to make money movement easy and safe by leveraging real-time custodian APIs and bi-directional integrations with CRM and portfolio management tools.

our mission

Build a unified and secure money movement, workflow automation, and financial analytics platform that empowers advisors to better serve their clients

our vision

An industry without complexity where advisors can serve their clients with integrity

OUR VALUES

Aligned in purpose and principle

Our values, along with our mission and vision, are the foundation for everything we hope to achieve together at Atomic Insights.

Service: To our clients, to our partners, and to our teammates

Trust: Our most value currency

Curiosity: A love of learning permeates everything that we do

Clarity: We endeavor to think clearly, communicate plainly, and act decisively

Evolution: We are constantly improving in every way

Our Investors

Security & Trust

Atomic Insights maintains a SOC 2 Type II attestation. Our Type II report and our security controls are available on our Trust Center.

Trust Center

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See how we save you money

Atomic Insights transforms how you move money.

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