List your company

Wealth Management

Investment, trading and wealth · by Atomic Invest

Turnkey digital wealth services embedded within your existing product, including robo advisory, hybrid advisory, financial planning, direct indexing, bond laddering, private market investments, and tax-advantaged accounts.

Visit website

What it does

Turnkey digital wealth services embedded within your existing product, including robo advisory, hybrid advisory, financial planning, direct indexing, bond laddering, private market investments, and tax-advantaged accounts.

  • Financial institutions retaining deposits and attracting next-generation members with digital wealth solutions
  • Consumer fintechs driving engagement and retention with embedded wealth building
  • B2B fintechs acquiring new customers and expanding wallet share with treasury services
Category
Investment, trading and wealth
Built for
Financial services and insurance, Consumer
Users
Fintechs, Financial institutions, Consumer fintechs, B2B fintechs
Public API
Not offered

Not yet disclosed: deployment options, platforms, languages and support channels.

Pricing

Pricing isn't published

Atomic Invest doesn't list prices publicly. Ask them for a quote.

Security and compliance

As reported by Atomic Invest. Ask for audit reports before you buy.

  • SOC 2Compliant
  • SEC Registered Investment Adviser (Atomic Invest LLC)Compliant
  • FINRA Registered Broker-Dealer (Atomic Brokerage LLC)Compliant
  • SIPC Member (Atomic Brokerage LLC)Compliant

Reviews

No reviews yet

Reviews come from people who use Wealth Management at work. Share how your team uses it to help other buyers decide.

Write a review

Alternatives

  • Deal Intelligence

    by Metal

    Organizes the entire deal lifecycle — capturing new deals, moving them through every stage, and surfacing the insights your team needs to decide faster.

  • Embed GladeAI

    by Dataglade

    Embed GladeAI product listed in footer navigation.

  • Payment Solutions Investment

    by Attack Capital

    Access to YC-backed fintech and payment infrastructure startups for accredited investors, with a $10,000 minimum allocation.

  • Sivo DeFi

    by Sivo

    Yield from tokenized real-world receivables backed by collateral and deterministic payment flows; purchase with stablecoins or fiat; staking via SVO token.

  • Data API

    by Dataglade

    Data API product listed in footer navigation.

  • OffDeal

    AI-enabled investment bank for small businesses.

Is this your product?

Claim it to keep details accurate and submit evidence for the next ranking review.

Claim Wealth Management