About AtomicVest
AtomicVest is a Technology company based in San Francisco (United States) founded in 2020 by David Dindi and Marco Alban-Hidalgo. It operates as a wealth management solutions are provided to financial institutions. It operates on a API-as-a-Product and FinTech model. AtomicVest has raised $95.15 million across 4 funding rounds from investors including Intuit, SoftBank Group and Aquiline Capital Partners. Its chief executive is David Dindi. Its website atomicvest.com draws about 57 thousand monthly visits. AtomicVest offers products and services including Wealth Management, Cash Management, and Brokerage Services. Its focus areas include Financials, Capital Markets and Investment Banking and Brokerage. Its legal entity is AtomicVest, Inc. Its competitors include DriveWealth, Atomic, WealthKernel, Tarrakki and Velexa and 4 more; 5 of its 9 listed competitors have raised funding.
Company details
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.
- Headquarters San Francisco, United States
- Founders David Dindi, Marco Alban-Hidalgo
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website atomicvest.com
- Social LinkedIn X
- Legal Name Atomicvest, Inc.
- Total Equity Funding$95.15M (USD)
in 4 rounds
- Latest Funding Round$30M (USD), Series C
Aug 2025
- InvestorsIntuit
& 14 more
Products & Services of AtomicVest
AtomicVest offers a comprehensive portfolio of products and services, including Wealth Management, Cash Management, and Brokerage Services.
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.
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 $95.15M
- Total Rounds 4
- Last Round Series C — $30M
- First Round $150,000
(Aug 2020)
- Investors Count 15
All 4 funding rounds of AtomicVest with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Aug 2025 | $30M | Series C | – | Aquiline Capital Partners, Brewer Lane Ventures | |
| Mar 2022 | $40M | Series B | – | Mercato Partners, Greylock | |
| Nov 2021 | $25M | Series A | – | QED Investors, Anthemis Group | |
| Aug 2020 | $150,000 | Seed | – | Y Combinator | – |
15 investors in total: 15 institutional.
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Growth-stage investments in consumer tech are managed. | 2007 | mercatopartners.com | Cottonwood Heights, United States | |
Venture capital firm specializing in early-stage tech investments and founder support. | 1965 | greylock.com | - | |
Venture capital investments in fintech and technology for wealth and health. | – | corevc.com | - | |
Early-stage venture capital investments are made by ATX Venture Partners. | 2014 | atxventurepartners.com | Austin, United States | |
Venture capital fund investing in early-stage start-ups | – | qedinvestors.com | Alexandria, United States | |
Early and growth-stage startups are funded by Anthemis Group. | 2008 | anthemis.com | London, United Kingdom | |
Early-stage startups are accelerated via funding and educational programs. | – | ycombinator.com | Mountain View, United States | |
Private equity and debt investments are directed toward financial sectors. | 2005 | aquiline.com | New York, United States | |
- | – | brewerlane.com | - | |
Venture capital fund investing in early-stage tech startups | – | samsungnext.com | Berlin, Germany |
Investor details for AtomicVest
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
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Verified entity values are shown only after access is granted.
People of AtomicVest
24 people are tracked at AtomicVest (8 in leadership, 16 in team).
| Name | Role | Group |
|---|---|---|
David Dindi | Co-Founder & CEO | Leadership |
Marco Alban-Hidalgo | Co-Founder & CTO | Leadership |
Bryan Lennon | Director Of Client Services | Leadership |
Emma Marriott | Founding Director, Engineering | Leadership |
Katie Makstenieks, MBA | Global Chief Compliance Officer | Leadership |
Aaron Weinstein | Chief Of Staff | Leadership |
Tanya Steele | Executive Assistant to the CEO | Leadership |
Emmanuel Ruiz-Gimenez Jobim | Director Of Strategic Partnerships | Leadership |
Yiyi Z. | Software Engineer | Team |
Varun B Patil | Back End Developer (Golang) | Team |
Vishal Chilate | Engineering | Team |
Michael Hahn | Investment Operations | Team |
Carlos Agudelo | Engineering | Team |
Elbek Khoshimjonov | Engineering | Team |
Justyn Huculak | Senior Computer Programmer | Team |
Shi (Joe) Zeng | Software Engineer | Team |
Russell Wakugawa | Software Engineer | Team |
Alina Makinian | Product Designer | Team |
Linda P. Drucker | General Counsel & Corporate Secretary | Team |
James Doucette | Software Engineer | Team |
4 more people are available in the full profile.
Complete people profiles for AtomicVest
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of AtomicVest
3 dated milestones of AtomicVest across 5 years, from founding to its latest funding, stage changes and deals.
- Founded AtomicVest is founded.
- Funding First funding round of $150K.
- Funding Latest funding round, Series C, of $30.0M.
Competitors of AtomicVest
AtomicVest has 9 listed competitors in our database, 5 of them funded. They include DriveWealth, Atomic, WealthKernel, Tarrakki and Velexa, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| drivewealth.com | 2012 | Chatham, United States | $541.71M | 28 | Cloud-based API solutions for embedded investing are provided online. | |
| atomic.financial | 2020 | Salt Lake, United States | $84.8M | 89 | Payroll management services are provided to businesses by Atomic. | |
| wealthkernel.com | 2015 | London, United Kingdom | $20.47M | 35 | Wealth management as a service for embedded investments | |
| tarrakki.com | 2018 | Ahmedabad, India | $378,166 | – | Fintech platform that helps banks, fintech & consumers with the infrastructure to launch investment products | |
| velexa.com | 2022 | London, United Kingdom | – | 10 | Provides customizable API-based investing technology for financial institutions worldwide. | |
| eko.investments | 2020 | New York, United States | $20,000 | – | Investment services platform is offered to credit unions and banks. | |
| ixily.io | 2018 | London, United Kingdom | – | 3 | Online wealth management software is provided for financial managers. | |
| unityplus.com | 2023 | Los Angeles, United States | – | – | Embedded finance solutions empowering creators and small businesses on platforms. | |
| ypinvestors.com | 2018 | Minneapolis, United States | – | – | Provides online tools for wealth management and investment. |
Detailed competitors of AtomicVest
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
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Web traffic of AtomicVest
The website of AtomicVest (atomicvest.com) receives about 57K visits a month.
- Monthly visits57K
▼ 12.2% vs previous month
Websites whose visitors overlap most with AtomicVest. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| wallbit.io | 100% | 38.7K | #828,605 | View details |
Top companies in Investment & Financial Technology
10 companies that operate in the same segment as AtomicVest (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | 14,747 | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | 2,713 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | 602 | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | 674 | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | 1,524 |
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Related news about Atomicvest
Complete news archive for AtomicVest
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Frequently Asked Questions about AtomicVest
AtomicVest was founded in 2020.
AtomicVest is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
David Dindi is the current CEO of AtomicVest. They have also founded this 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 Seed of $150K, raised on Aug 2020.
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.
AtomicVest's top competitors include DriveWealth, Atomic and Tarrakki.
AtomicVest offers Wealth Management, Cash Management, and Brokerage Services.
AtomicVest has 15 investors. Key investors include Intuit, SoftBank Group, Aquiline Capital Partners, Mercato Partners, and Anthemis Group.
AtomicVest operates through Atomicvest, Inc..