Atomic Insights raises $10 million

Atomic Insights, a provider of money-movement and workflow automation tools for RIAs and family offices, has raised $10 million in seed funding led by Aquiline with participation from Northwestern Mutual Future Ventures and existing investors.

Founded in 2023 in San Francisco, Atomic Insights automates money movement by leveraging real-time custodian APIs and bi-directional integrations with CRM and portfolio management tools. The investment will equip Atomic to deepen its real-time custodial data connections, further streamline money movement, treasury operations, and cashflow reporting for RIAs and family offices.

“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 of 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 of Aquiline’s Venture & Growth strategy.