Every Small RIA Just Inherited
the Back Office of a Bulge-Bracket Bank.

6 Agents·Approval Built-in $130K avg advisor cost·SMB-native 988 Hours Saved·per advisor/year

ATOMIQ FinanceOS replaces entire job functions — not just tasks. Paraplanners, analysts, compliance clerks — automated with human-in-the-loop approval built in.

THE WORKFORCE

Six agents. Your entire back-office.

Each agent replaces a specific human job function — not just automates a task. Advisor review is built into every output.

AGENT 01
Meeting Prep
30 min → 90 sec
LIVE
›
TERMINAL · MEETING_PREP
STREAMING
90s
vs 30 min
28.5
Min Saved
1-Click
Approval
AGENT 02
Portfolio Review
Continuous monitoring
LIVE
›
TERMINAL · PORTFOLIO_REVIEW
STREAMING
24/7
Monitoring
100%
Coverage
Drift
Detection
AGENT 03
Research
Cited & auditable
LIVE
›
TERMINAL · RESEARCH
STREAMING
500+
Sources
Cited
Auditable
On-Demand
Synthesis
AGENT 04
Compliance File
SEC-ready audit trails
LIVE
›
TERMINAL · COMPLIANCE
STREAMING
SEC
Ready
KYC
Verified
✓
Lock-in
AGENT 05
Report
Branded PDF output
LIVE
›
TERMINAL · REPORT
STREAMING
Q4
Quarterly
Branded
PDF
Auto
Generate
AGENT 06
CRM / Email
Zero manual entry
LIVE
›
TERMINAL · CRM_EMAIL
STREAMING
1-Click
Approval
Auto
Sync
Zero
Manual
THE MATH

11.5× ROI. Realized instantly.

18 advisors20
Hours Saved / Year
0
per advisor × 8 team
Labor Value Recovered
$0
$130K loaded cost per advisor
ATOMIQ Cost
$0
Professional tier / year
ROI Multiple
0×
before counting new revenue
Advisor-in-the-loop
Every output. Human approved.
Step 01
AI Draft
Agent produces summary, report, or compliance file.
Step 02
Review
Advisor inspects context, client history, and risk flags.
Step 03
Edit
In-line edits preserve firm voice and judgment.
Step 04
Approve
One click locks output and feeds Firm Memory.
THE MOAT

Structural lock-in,
not feature lock-in.

Once a firm's regulatory history lives inside ATOMIQ, switching means recreating audit documentation from scratch. After 12 months the cost of leaving exceeds years of subscription fees.

Audit Vault
Compliance File Agent
● LIVE MONITORING SEC COMPLIANT
  • Auto-generates SEC-ready audit trails
  • Flags missing KYC documents instantly
  • Maintains living regulatory history for entire firm
  • Exponentially increases switching cost over time
COMPETITIVE LANDSCAPE

Crowded at the top.
Wide open at the bottom.

Enterprise Features
SMB Focus ← → Enterprise Focus
Orion Denali $5.8T AUM
Legacy-locked
Altruist Hazel 5,000+ Custodial
Custodian-locked
Nevis $24B+ AUM
Complex onboarding
ATOMIQ 15,780 Core RIAs AI-NATIVE
SMB-Native ✓
CompetitorTargetKey Weakness
Orion DenaliTop 20 RIAs ($5.8T AUM)Legacy-locked; no SMB focus
Altruist Hazel5,000+ CustodialCustodian-locked
NevisNational RIAs ($24B+ AUM)Priced out of core SMB; complex onboarding
ATOMIQ15,780 Core RIAsCustodian-agnostic. SMB-native. AI-native OS.
Market Opportunity: 15,780 Core RIAs
$144.6T Total AUM Addressable
0.2% Current Penetration
50x Growth Potential
LIVE TERMINAL

The B2C platform.
Built for self-directed traders.

TradingView-grade charting. Indicator-based signals. Bot templates. Non-custodial by design. No black boxes.

ATOMIQ TERMINAL · TRADERVIEW PRO
LIVE TRADING
BOT_01 ACTIVE
❯ awaiting signal... 00:00:00
BTC/USD $— —
Volume (24h) —
High —
Low —
Market Cap —
Licensed TradingView Data
Real-time Updates
100+ Exchanges
STRATEGY BUILDER
When RSI < 30
Oversold condition
Buy BTC/USD
Amount: 0.1 BTC
Take Profit +5%
Stop Loss -2%

Backtesting Results

Total Return
+24.7%
Last 30 days
Win Rate
68.4%
142/208 trades
Sharpe Ratio
1.84
Risk-adjusted return
Max Drawdown
-8.2%
Worst case scenario

Active Bots

3 running
TradingView Charts
Licensed data feeds across all timeframes.
Automation & Bots
User-defined strategies with backtesting.
Non-Custodial
Funds stay at your broker. Always.
SECURITY

Non-Custodial.
Your funds, your control.

Funds stay at your broker. Always. We never have access to withdraw your assets.

You
API Keys
(Read/Trade Only)
ATOMIQ
AI Execution
Orders Only
(No Withdrawal)
Your Broker
Funds Secured

Supported Brokers & Exchanges

Interactive Brokers
Connected
Coinbase Pro
Connected
Binance
Available
Kraken
Available

API Key Encryption

Military-grade AES-256 encryption for all credentials

No Withdrawal Access

API keys configured with trade-only permissions

SOC 2 Type II

Independent security audit completed

Real-time Alerts

Instant notifications for all trading activity

How Non-Custodial Trading Works

1

Connect Your Broker

Generate API keys with read/trade permissions only

2

AI Analyzes Markets

Our agents monitor markets 24/7 for opportunities

3

Execute Through Your Broker

Orders placed directly through your broker's API

4

Funds Never Leave

Your assets remain securely at your broker

ACCESS TIERS

B2B Trust. B2C Scale.

One platform. Two markets. Same core engine.

B2B · Professional
$1,500/mo
  • All 6 agents active
  • Multi-agent workflows
  • CRM integrations
  • Custodian-agnostic
B2C · Pro Trader
$49/mo
  • TradingView-style charting
  • AI market summaries
  • Backtesting engine
  • Bot templates