AtomicVest

San Francisco, United States Founded: 2020 • Age: 6 yrs
Wealth management solutions are provided to financial institutions.
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About AtomicVest

AtomicVest is a company based in San Francisco (United States) founded in 2020 by David Dindi and Marco Alban-Hidalgo. It operates as a API-as-a-Product, and FinTech. AtomicVest has raised $95.15 million across 4 funding rounds from investors including Intuit, SoftBank Group and Aquiline Capital Partners. AtomicVest offers products and services including Wealth Management, Cash Management, and Brokerage Services. AtomicVest operates in a competitive market with competitors including DriveWealth, Atomic, WealthKernel, Tarrakki and Velexa, among others.

  • Headquarter San Francisco, United States
  • Founders David Dindi, Marco Alban-Hidalgo
  • Sectors
    Technology
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Atomicvest, Inc.
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $95.15 M (USD)

    in 4 rounds

  • Latest Funding Round
    $30 M (USD), Series C

    Aug 27, 2025

  • Investors
    Intuit

    & 14 more

  • Employee Count
    Employee Count
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Products & Services of AtomicVest

AtomicVest offers a comprehensive portfolio of products and services, including Wealth Management, Cash Management, and Brokerage Services. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Advanced wealth management capabilities are provided for clients.

Cash management accounts are offered for high-yield instruments.

Modern brokerage experiences are delivered with diverse investments.

People of AtomicVest
Headcount 10-50
Employee Profiles 25
Employee Profiles
People
Yiyi Z.
Software Engineer
People
Varun B Patil
Back End Developer (Golang)
People
Marco Alban-Hidalgo
Co-Founder & CTO
People
Bryan Lennon
Director Of Client Services

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Funding Insights of AtomicVest

AtomicVest has successfully raised a total of $95.15M across 4 strategic funding rounds. The most recent funding activity was a Series C round of $30 million completed in August 2025. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding
  • Total Rounds 4
  • Last Round Series C — $30.0M
  • First Round

    (24 Aug 2020)

  • Investors Count 15
Date Amount Transaction Name Valuation Lead Investors Investors
Aug, 2025 Amount Series C - AtomicVest Valuation Aquiline Capital Partners , Brewer Lane Ventures
Mar, 2022 Amount Series B - AtomicVest Valuation Mercato Partners , Greylock
Nov, 2021 Amount Series A - AtomicVest Valuation QED Investors , Anthemis Group
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in AtomicVest

AtomicVest has secured backing from 15 investors, including venture fund and institutional investors. Prominent investors backing the company include Intuit, SoftBank Group and Aquiline Capital Partners. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Institutional
Investor Description Founded Year Domain Location
Growth-stage investments in consumer tech are managed.
Founded Year Domain Location
Venture capital firm specializing in early-stage tech investments and founder support.
Founded Year Domain Location
Venture capital investments in fintech and technology for wealth and health.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by AtomicVest

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - AtomicVest

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Atomicvest Comparisons

Employees
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Competitors of AtomicVest

AtomicVest operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as DriveWealth, Atomic, WealthKernel, Tarrakki and Velexa, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Cloud-based API solutions for embedded investing are provided online.
domain founded_year HQ Location
Payroll management services are provided to businesses by Atomic.
domain founded_year HQ Location
Wealth management as a service for embedded investments
domain founded_year HQ Location
Fintech platform that helps banks, fintech & consumers with the infrastructure to launch investment products
domain founded_year HQ Location
Provides customizable API-based investing technology for financial institutions worldwide.
domain founded_year HQ Location
Investment services platform is offered to credit unions and banks.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Atomicvest

Frequently Asked Questions about AtomicVest

When was AtomicVest founded?

AtomicVest was founded in 2020.

Where is AtomicVest located?

AtomicVest is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.

Who is the current CEO of AtomicVest?

David Dindi is the current CEO of AtomicVest. They have also founded this company.

Is AtomicVest a funded company?

AtomicVest is a funded company, having raised a total of $95.15M across 4 funding rounds to date. The company's 1st funding round was a Series A of $25M, raised on Aug 24, 2020.

What does AtomicVest do?

A single integrated platform is offered by AtomicVest for fintechs and financial institutions to deliver investing and savings products. Solutions in wealth management, cash management, and brokerage services are provided, targeting financial institutions, consumer fintechs, and B2B fintechs. Developer-first APIs and pre-built experiences are utilized to facilitate easy integration and accelerate market entry. Safety, security, and compliance are ensured through regulated entities and certifications.

Who are the top competitors of AtomicVest?

AtomicVest's top competitors include DriveWealth, Atomic and Tarrakki.

What products or services does AtomicVest offer?

AtomicVest offers Wealth Management, Cash Management, and Brokerage Services.

Who are AtomicVest's investors?

AtomicVest has 15 investors. Key investors include Intuit, SoftBank Group, Aquiline Capital Partners, Mercato Partners, and Anthemis Group.

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