Atomic Insights raises $10M seed to fix wealth payment workflows

Atomic Insights has raised $10 million in seed funding as it looks to scale its payment and treasury platform for wealth managers. The round was led by Aquiline, with participation from Northwestern Mutual Future Ventures and existing investors.
Founded in 2023, Atomic Insights focuses on the messy back office work behind money movement. Many RIAs and family offices now handle bill pay, capital calls, and other payments, but still rely on emails, spreadsheets, and custodian portals to get it done.
Atomic Insights pulls those workflows into one system. It captures payment requests, routes approvals, and executes transactions by connecting directly to banks and custodians through real-time APIs. The company says this reduces manual work and lowers the risk of errors. It also helps firms offer “family CFO” services without adding more staff.
Atomic Insights integrates with platforms like Addepar, Arch, Canoe, and Salesforce, along with major custodians. Over the past year, it has signed anchor RIA and family office clients representing more than $75 billion in assets on the platform. With the new capital, the startup plans to deepen its custodian connections, improve cash flow reporting, and roll out new products for wealth managers.









