Atomicinsights
2 known investors
Atomic Insights offers a platform for Registered Investment Advisors (RIAs) that uses real-time custodian APIs to move money, centralize client payments, and generate reporting on money movements from multiple data sources. It integrates directly with CRM and portfolio management tools to reduce manual data entry.
Enterprise SoftwareFintechSaaS
Investors · 2
Frequently asked questions
- What does Atomicinsights do?
- Atomic Insights offers a platform for Registered Investment Advisors (RIAs) that uses real-time custodian APIs to move money, centralize client payments, and generate reporting on money movements from multiple data sources. It integrates directly with CRM and portfolio management tools to reduce manual data entry.
- Who are Atomicinsights's investors?
- Atomicinsights's investors include Teamworthy Ventures, Context Ventures.