Atom Finance

Atom Finance

Fintech platform for retail investment analytics

Overview

Atom Finance offers a fintech platform that gives individual investors professional-grade tools and data. Users can screen investments, monitor portfolios, and perform in-depth research with features like technical indicators and charting. A key feature, Fund Look Through, shows the underlying stocks or ETFs within funds to explain price moves, while a News and Content API uses machine learning to surface relevant market insights. Revenue comes from subscriptions and platform partnerships, enabling access to tools and analytics beyond a standalone app.

About Atom Finance

Simplify's Rating
Why Atom Finance is rated
C+
Rated C on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Data & Analytics

Consumer Software

Fintech

Financial Services

Company Size

11-50

Company Stage

Series B

Total Funding

$46.6M

Headquarters

New York City, New York

Founded

2018

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Simplify's Take

What believers are saying

  • SoftBank and General Catalyst joined Toggle AI's cap table in May 2024.
  • Toggle AI said Atom expands data universe and enhances investing workflows.
  • Atom's engineering and sales team joined a better-funded buyer with Wall Street distribution.

What critics are saying

  • Atom Finance lost 55% of its team before the 2024 acquisition.
  • Standalone consumer products were shut down March 1, 2024, signaling product-market retreat.
  • Integration into Toggle AI can erase Atom's brand within twelve months.

What makes Atom Finance unique

  • Atom built frontend research infrastructure for banks, brokerages, wealth managers, and fintechs.
  • Its consumer terminal and mobile app were discontinued March 1, 2024.
  • Toggle AI acquired Atom Finance on May 15, 2024, absorbing its product stack.

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Funding

Total Funding

$46.6M

Below

Industry Average

Funded Over

4 Rounds

Notable Investors:
Series B funding is typically for startups that have proven their business model and need more funding to expand rapidly—often by entering new markets or adding more products. Investors are usually venture capital firms that specialize in later-stage investments.
Series B Funding Comparison
Below Average

Industry standards

$35M
$30M
Patreon
$45M
Linktree
$65M
Substack
$100M
ClickUp

Growth & Insights and Company News

Headcount

6 month growth

-22%

1 year growth

-22%

2 year growth

-22%
Gasworld
Mar 25th, 2025
gasworld Intelligence launches Atom - delivering a new era for industrial gas market intelligence

Unveiled to an enthusiastic audience at last week's European CO2 Summit 2025 in Rotterdam, Atom combines forecasted analytics, interactive tools, and deep sector expertise to give users a sharper, faster, and more strategic view of the market.

PYMNTS
May 15th, 2024
Toggle Ai Acquires Atom Finance To Bolster Investment Platform

Toggle AI says it is acquiring financial data/analysis platform Atom Finance. The company, which provides artificial intelligence (AI) solutions for investing to hedge funds, banks and brokerages, announced the deal in a Wednesday (May 15) news release. No financial terms were released. “Atom Finance is a top provider of frontend infrastructure for banks, brokerages, wealth managers and fintechs,” the release said. “The acquisition will enable Toggle AI to enhance its offering by incorporating Atom Finance’s robust suite of features, expanding its data universe, and providing users with an even more comprehensive investing experience.”

PYMNTS
May 15th, 2024
Report: Circle to Shift Legal Base to US From Ireland

Toggle AI says it is acquiring financial data/analysis platform Atom Finance.

Atom Finance
Jun 28th, 2022
General Catalyst invested into Atom Finance, Inc. in $10.6M on Jun 28th 22'.

NEW YORK, NY - October 1, 2019 - Atom Finance, the Brooklyn-based FinTech company building the next-generation investment research platform, announced today that it has raised a $10.6 million Series A funding round led by General Catalyst, bringing its total funding to $12.5 million.

Fortune
Oct 6th, 2020
Atom looks to capitalize on the stock market craze with a new analytics subscription

Fintech startup Atom Finance is debuting a premium version of its investing app after receiving $6 million in new venture capital funding.

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