Atomic Insights, a San Diego, CA‑based provider of money‑movement and workflow automation tools for RIAs and family offices, raised $10 million in seed funding.

The round was led by Aquiline with participation from Northwestern Mutual Future Ventures and existing investors.

The company intends to use the funds to expand its current offering, launch a new range of supplemental products, and deepen its connectivity in the RIA and family‑office ecosystem.

Founded in 2023 and led by CEO Lucas Babbitt, Atomic Insights is a financial‑technology company that supports money movement for RIAs and family offices. Its platform automates client payment workflows end‑to‑end—capturing payment requests, orchestrating approvals, and executing payments via real‑time custodian and bank APIs, while providing a complete audit trail and cash‑flow reporting in a single, centralized workspace.

By integrating bi‑directionally with CRM and portfolio‑management systems, the company eliminates manual data entry, reduces operational risk, and helps wealth‑management firms deliver a better “family CFO” experience at scale.

FinSMEs

15/01/2026