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 valuable 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.
