Business Profile

Atomic Insights

Composable data layer used by mid-market RIAs to roll up custodial feeds, billing and tax events into a single advisor view.

San Diego, CA · USA atomicinsights.com ↗

Data Management & Analysis Reporting Business Process

About

Atomic Insights builds the reporting layer that mid-market RIAs use to bring custody, billing, performance and tax data into a single dashboard. The platform ships with connectors for the major US custodians and a no-code rules engine that compliance teams can configure without engineering.

9 solutions in the directory · 3 categories · Profile last verified by TWM editorial, 11 days ago

Content from Atomic Insights

Auto-pulled from anywhere on TWM where this firm is named.

ARTICLE The composable middle office: what mid-market RIAs are buying in 2026 2 days ago · The Wealth Mosaic
PODCAST Founder interview, bringing custody-data plumbing to the rest of the stack 1 month ago · Wealth Mosaic Voices
RESEARCH Cited in: "RIA reporting consolidation, Q1 vendor sweep" 3 months ago · TWM Insights

MEMBERSHIP

Claim your listing on The Wealth Mosaic.

Vendor of this profile? Claim it to add solutions, upload content, and unlock the premium tabbed showcase.

Claim Atomic Insights View premium template

Free claim, verify ownership and edit the basics.
Premium adds a multi-tab profile, hero banner, and demo flow.
Lead capture turned on once you upgrade.