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Atom Finance

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Atom is the modern financial knowledge platform. Our mission is to democratize access to high-quality investment research resources

New York City, United StatesFounded 2018Fintech
Valuation $100–250M Last recorded · 2021
Headcount <100 Current team size
Total funding $10–50M Disclosed equity funding
Unlock exact values This page shows ranges. Dealroom has the exact numbers for Atom Finance and the history behind them.

About Atom Finance

Atom Finance is a dynamic startup dedicated to empowering retail investors by providing them with the tools and information typically reserved for Wall Street professionals. The company operates in the financial technology (fintech) market, focusing on individual investors who seek to make informed decisions about their investment portfolios.

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Atom Finance offers a comprehensive platform where users can screen and monitor investment opportunities, aggregate and track their entire investment portfolio, and conduct in-depth research and analysis on various companies. The platform includes features such as technical indicators for charting and sharing pricing actions, portfolio insights to understand asset and sector allocations, and a unique Fund Look Through feature. This feature allows investors to see the individual stocks or ETFs within their funds, helping them identify the drivers behind price changes.

The company also provides an enhanced News and Content API, which aggregates insights from multiple content providers and leverages machine learning to deliver relevant information. This helps investors stay updated with the latest market trends and news.

Atom Finance's business model revolves around offering subscription-based services to individual investors and partnering with trading platforms of all sizes. By providing advanced analytical tools and data, Atom Finance helps its clients make more confident and informed investment decisions.

Revenue is generated primarily through subscription fees from individual users and partnerships with trading platforms. These partnerships expand the reach of Atom Finance's tools and services, making them accessible to a broader audience.

In summary, Atom Finance bridges the gap between professional and retail investors by offering sophisticated financial tools and insights in an easy-to-use platform.

Source: Dealroom company data

At a glance

Status
Acquired
Founded
2018
Headquarters
New York City, United States
Employees
18
Open positions
None listed
Dealroom signal
67.0/100
Industry
Fintech, Enterprise Software
Sub-industry
Wealth Management
Sector
Fintech, Market Intelligence, Platform
Business model
SaaS
Client focus
b2c

Funding history

5 recorded events

Company financing events and reported valuations.

Deal typeDateAmountValuationInvestorsSource
ACQUISITION✓Exit May 2024 $0 — Reflexivity ↗
SERIES B✓Equity / VC Jun 2021 $28M $112M Softbank Capital · Base Partners · General Catalyst · SoftBank —
Showing the latest 2 of 5 recorded eventsBook a demo for the full funding history →

Growth signals

Atom Finance website traffic

Latest recorded traffic for Atom Finance is 3.6K monthly website visits, up 50% over the last three months. Atom Finance's team declined 40% over the past year.

Latest monthly visits3.6K 3-month web change+50% 1-year team growth-40%
Summary metrics are public; monthly history is available with a demoCompare with peers →

Similar companies

Closest operating peers by Dealroom taxonomy

Company identity and context are open; selected comparison metrics preview what is available on the platform.

Showing 8 of the closest matchesCompare every metric →

Investments and acquisitions

Capital deployed

Recent portfolio relationships for companies that also act as investors or acquirers.

Investors

19 investors on the cap table

From Dealroom's funding and investor records, grouped by the round each investor first entered.

Seed5 investors entered at this stage

  • Nat Turner
  • Zach Weinberg
  • Lachy Groom
  • Lee Fixel
  • Jonah Goodhart

Series A6 investors entered at this stage

Other known investors8 additional known investors

Team profiled 10 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 2 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Global footprint

Workforce and web traffic by country
Workforce by country
2 countries with
team presence
🇺🇸 United States50%
🏳️ Equatorial Guinea50%
2 countries shown

Market sentiment

Posts on X, past 7 days

An AI-synthesised read of the highest-engagement posts about Atom Finance on X, ranked by likes and reposts, corporate channels excluded.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

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