Key facts
- It has raised $10.0M across 1 recorded rounds; the latest was Seed Round in Jan 2026.
- Notable investors include Spark Capital, Friends & Family Capital, Teamworthy Group, Aquiline (New York), Owl Creek Asset Management — 7 tracked in total.
- Status: Privately Held (backing).
- ·Post-money valuations for all 1 rounds
- ·The complete investor list — 7 names
- ·Watchlist + deal alerts for Atomic Insights
Funding rounds
1 roundsAbout Atomic Insights
Developer of financial software intended to modernize treasury operations and money movement for wealth advisors. The company centralizes client payment initiation and approvals in a single platform, connects directly to custodians and banks via real-time APIs, unifies and reports transaction data from multiple systems, and integrates with CRM and portfolio management tools, enabling investment advisors to streamline treasury operations, eliminate double data entry, and gain payment and cashflow insights.
- Industry
- Financial Software
- Sector
- Information Technology
- HQ
- San Diego, CA, United States
- Founded
- 2024
- Employees
- 21
- Website
- atomicinsights.io/
- Ownership
- Privately Held (backing)
Atomic Insights doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Atomic Insights shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Atomic Insights in its N-PORT filings yet. We sweep new filings monthly.