Atomic Insights, a fintech provider of money-movement and workflow automation tools for registered investment advisors and family offices, has raised $10 million in seed funding as it expands its platform, which centralizes payment requests, automates approvals, and connects directly to custodians and banks via real-time APIs.
The round was led by Aquiline, with participation from Northwestern Mutual Future Ventures and existing investors. The company said it will use the proceeds to deepen real-time custodial data connections and further streamline treasury operations, money movement, and cash flow reporting for wealth managers increasingly asked to deliver “family CFO” services.
Atomic Insights is targeting what it describes as a fast-growing segment of wealth management infrastructure, where advisors are moving beyond portfolio construction into bill pay, capital call funding, and other payments. As firms broaden services, the operational burden has increased, and many organizations still rely on email, spreadsheets, and custodian portals to execute transactions, creating manual processes and heightened risk.
Founded in 2023, Atomic Insights said its platform automates end-to-end payment workflows by capturing payment requests, orchestrating maker-checker approvals, and executing payments via real-time custodian and bank APIs. The company positions its product as “connective tissue” across client portals, document vaults, and workflow tools, aiming to reduce manual data entry, improve compliance through a complete audit trail, and support scalable operations for RIAs and family offices.
Atomic Insights said it integrates with Addepar, Arch, Canoe, and Salesforce, as well as major custodians, and offers bi-directional connectivity with CRM and portfolio management systems. The company also reported it has landed anchor RIA and family office clients representing more than $75 billion in assets on the platform over the past year.
Aquiline said the investment aligns with its continued focus on WealthTech and services, and it cited prior activity across the category, including investments and transactions involving firms such as Archway, Atomic Invest, CapIntel, S3 Partners, Mirador, and Sageview.
With the new capital, Atomic Insights said it plans to expand its current offering, introduce additional products, and deepen connectivity across the RIA and family office ecosystem.
KEY QUOTES:
“Atomic was born from seeing first-hand how much time RIAs and family offices lose to manual, error-prone payment workflows. By modernizing money movement and treasury operations, we help firms deliver a true ‘family CFO’ experience at scale, and Aquiline’s partnership will help us bring that infrastructure to more advisors and families.”
Lucas Babbitt, CEO And Co-Founder, Atomic Insights
“Atomic Insights meaningfully reduces operational friction for RIAs and Family Offices, transforming how advisors move money, reconcile cash flows, and deliver insights to clients. We believe their deep integrations, strong product vision, and commitment to seamless customer onboarding position the company to become a leading provider of modern infrastructure to the wealth community. Aquiline is excited to support Atomic Insights in their next phase of growth, helping the team broaden its adoption across the wealth management ecosystem.”
Dante La Ruffa, Partner And Co-Head, Venture & Growth Strategy, Aquiline
