Atomic Insights has raised $10 million in seed funding led by Aquiline to enhance its automated payment and workflow solutions for RIAs and family offices.

Target Information

Atomic Insights, founded in 2023 and based in San Diego, specializes in automated money-movement and workflow tools catering specifically to registered investment advisors (RIAs) and family offices. The company aims to streamline financial processes by automating payment workflows, thus reducing the operational burden encountered by wealth management professionals. Its platform captures payment requests, manages approvals, and executes payments through real-time APIs linked to custodians and banks, all while ensuring compliance and providing comprehensive audit trails.

With a strong emphasis on enhancing the 'family CFO' experience for their clients, Atomic Insights emphasizes the importance of seamless integration with existing financial systems. Their technology reduces the reliance on traditional, error-prone methods such as spreadsheets and email communications. As wealth managers diversify their services to include capital call funding and payment processes, the need for a centralized treasury solution has grown significantly.

Industry Overview

The financial technology landscape specifically for wealth management is rapidly evolving, particularly in the United States. The increasing complexity of financial operations within RIAs and family offices has highlighted the n