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Solutions

Company

Legal

Cash Management
as a service

Cash Management
as a service

Cash Management
as a service

Cash Management as a service

Offer competitive yields while optimizing for liquidity and security.

Offer competitive yields while optimizing for liquidity and security.

Offer competitive yields while optimizing for liquidity and security.

Treasury account illustration
Treasury account illustration
Treasury account illustration
Treasury account illustration

Use Cases

Launch your cash management offering in a matter of weeks

Launch your cash management offering in a matter of weeks

Launch your cash management offering in a matter of weeks

Launch your cash management offering in a matter of weeks

Corporate account portfolio illustration

Business Cash Management

Grant finance teams access to treasury bills, money market funds, and FDIC-insured cash sweeps directly within your platform.

Business Cash Management

Grant finance teams access to treasury bills, money market funds, and FDIC-insured cash sweeps directly within your platform.

Business Cash Management

Grant finance teams access to treasury bills, money market funds, and FDIC-insured cash sweeps directly within your platform.

Business Cash Management

Grant finance teams access to treasury bills, money market funds, and FDIC-insured cash sweeps directly within your platform.

Business Cash Management

Grant finance teams access to treasury bills, money market funds, and FDIC-insured cash sweeps directly within your platform.

Interest payments illustration

High-Yield Cash

Help individuals make the most of their cash with competitive interest rates and no liquidity restrictions.

High-Yield Cash

Help individuals make the most of their cash with competitive interest rates and no liquidity restrictions.

High-Yield Cash

Help individuals make the most of their cash with competitive interest rates and no liquidity restrictions.

High-Yield Cash

Help individuals make the most of their cash with competitive interest rates and no liquidity restrictions.

High-Yield Cash

Help individuals make the most of their cash with competitive interest rates and no liquidity restrictions.

Bonds illustration

Multi-Currency Yield

Differentiate your offering by enabling clients to hold multiple currencies in a single account while earning yield on their balances.

Multi-Currency Yield

Differentiate your offering by enabling clients to hold multiple currencies in a single account while earning yield on their balances.

Multi-Currency Yield

Differentiate your offering by enabling clients to hold multiple currencies in a single account while earning yield on their balances.

Multi-Currency Yield

Differentiate your offering by enabling clients to hold multiple currencies in a single account while earning yield on their balances.

Multi-Currency Yield

Differentiate your offering by enabling clients to hold multiple currencies in a single account while earning yield on their balances.

Capabilities

Your all-in-one solution for high-yield instruments

Your all-in-one solution for high-yield instruments

Your all-in-one solution for high-yield instruments

Capabilities

Your all-in-one solution for high-yield instruments

01

Insured Cash Sweep

Offer access to an intra-bank sweep network with up to $2.5 million in FDIC insurance coverage.

01

Insured Cash Sweep

Offer access to an intra-bank sweep network with up to $2.5 million in FDIC insurance coverage.

01

Insured Cash Sweep

Offer access to an intra-bank sweep network with up to $2.5 million in FDIC insurance coverage.

01

Insured Cash Sweep

Offer access to an intra-bank sweep network with up to $2.5 million in FDIC insurance coverage.

01

Insured Cash Sweep

Offer access to an intra-bank sweep network with up to $2.5 million in FDIC insurance coverage.

02

Money Market Funds

Make earning yield effortless with government and prime money market funds that provide same-day liquidity.

02

Money Market Funds

Make earning yield effortless with government and prime money market funds that provide same-day liquidity.

02

Money Market Funds

Make earning yield effortless with government and prime money market funds that provide same-day liquidity.

02

Money Market Funds

Make earning yield effortless with government and prime money market funds that provide same-day liquidity.

02

Money Market Funds

Make earning yield effortless with government and prime money market funds that provide same-day liquidity.

03

Treasuries

Allow clients to hold assets in government-backed securities across USD, GBP, and EUR balances.

03

Treasuries

Allow clients to hold assets in government-backed securities across USD, GBP, and EUR balances.

03

Treasuries

Allow clients to hold assets in government-backed securities across USD, GBP, and EUR balances.

03

Treasuries

Allow clients to hold assets in government-backed securities across USD, GBP, and EUR balances.

03

Treasuries

Allow clients to hold assets in government-backed securities across USD, GBP, and EUR balances.

Portfolio MMFs illustration
Portfolio MMFs illustration
Portfolio MMFs illustration
Portfolio MMFs illustration

Capabilities

Advanced features built for you

Advanced features built for you

Advanced features built for you

Advanced features built for you

Bond ladder illustration
Bond ladder illustration
Bond ladder illustration
Bond ladder illustration
Bond ladder illustration

Automated management

Automated cash management tailored to client needs, featuring bond laddering, and cash yield optimization.

Automated management

Automated cash management tailored to client needs, featuring bond laddering, and cash yield optimization.

Automated management

Automated cash management tailored to client needs, featuring bond laddering, and cash yield optimization.

Automated management

Automated cash management tailored to client needs, featuring bond laddering, and cash yield optimization.

Automated management

Automated cash management tailored to client needs, featuring bond laddering, and cash yield optimization.

Transaction success illustration
Transaction success illustration
Transaction success illustration
Transaction success illustration
Transaction success illustration

Same day liquidity

Availability of money market funds and cash yield options in multiple currencies offering T+0 liquidity for withdrawals.

Same day liquidity

Availability of money market funds and cash yield options in multiple currencies offering T+0 liquidity for withdrawals.

Same day liquidity

Availability of money market funds and cash yield options in multiple currencies offering T+0 liquidity for withdrawals.

Same day liquidity

Availability of money market funds and cash yield options in multiple currencies offering T+0 liquidity for withdrawals.

Same day liquidity

Availability of money market funds and cash yield options in multiple currencies offering T+0 liquidity for withdrawals.

Multicurrency illustration
Multicurrency illustration
Multicurrency illustration
Multicurrency illustration
Multicurrency illustration

Payment solutions

Ability to send and receive payments through ACH, wires, checks, RTP, and SWIFT and more.

Payment solutions

Ability to send and receive payments through ACH, wires, checks, RTP, and SWIFT and more.

Payment solutions

Ability to send and receive payments through ACH, wires, checks, RTP, and SWIFT and more.

Payment solutions

Ability to send and receive payments through ACH, wires, checks, RTP, and SWIFT and more.

Payment solutions

Ability to send and receive payments through ACH, wires, checks, RTP, and SWIFT and more.

Implementation

Intuitively designed prebuilt experiences

Intuitively designed prebuilt experiences

Intuitively designed prebuilt experiences

Intuitively designed prebuilt experiences

Cash management account illustration
Cash management account illustration
Cash management account illustration
Cash management account illustration
Cash management account illustration

Implementation

Modern developer experiences

Modern developer experiences

Modern developer experiences

Modern developer experiences

Cash management account illustration
Cash management account illustration
Cash management account illustration
Cash management account illustration
Cash management account illustration

Earn the right to the lion’s share of your clients’ wallet

© 2024 AtomicVest Inc. All rights reserved.

AtomicVest, Inc. (“AtomicVest”) is a technology company that provides an integrated platform to companies who seek to work with Atomic Invest LLC (“Atomic Invest”), an SEC Registered Investment Adviser, and/or Atomic Brokerage LLC (“Atomic Brokerage”), a registered broker-dealer and member of FINRA and SIPC. Atomic Invest and Atomic Brokerage are both subsidiaries of AtomicVest. AtomicVest is not involved in securities activities and is not registered with the SEC or FINRA. Technology services are provided by AtomicVest.

Neither Atomic Invest nor Atomic Brokerage, nor any of their affiliates is a bank. Investing involves risk, including the possible loss of principal. Before investing, consider your investment objectives and the fees and expenses charged. 

For more information about Atomic Invest, please see the Form CRS, Form ADV Part 2A and General Disclosures. For more information about Atomic Brokerage, please see the Form CRS and General Disclosures. Check the background of Atomic Brokerage and its custodial and clearing providers on FINRA’s BrokerCheck. Also see the Atomic Privacy Policy.

Investments in securities: Not FDIC Insured - Not Bank Guaranteed - May Lose Value

This website is intended to provide an overview of AtomicVest, is for general information purposes only, and is not intended to provide investment, accounting, tax, or legal advice. For information about the products and services offered by subsidiaries of AtomicVest, see the websites for Atomic Invest and Atomic Brokerage. By using this website, you understand the information being presented is provided for informational purposes only and you agree to our Terms of Use and Privacy Policy. AtomicVest and its affiliates make no representations that materials on this site are appropriate for use in all locations, or that transactions, securities products, instruments, or services discussed on this website or those of its subsidiaries are available or appropriate for sale or use in all jurisdictions, or are suitable for all investors or counterparties. Those who access this website do so at their own initiative and are responsible for compliance with applicable laws and regulations.

All screenshots provided are for illustrative purposes only and any performance figures displayed should not be considered representative of actual performance.

View full disclosure

Earn the right to the lion’s share of your clients’ wallet

© 2024 AtomicVest Inc. All rights reserved.

AtomicVest, Inc. (“AtomicVest”) is a technology company that provides an integrated platform to companies who seek to work with Atomic Invest LLC (“Atomic Invest”), an SEC Registered Investment Adviser, and/or Atomic Brokerage LLC (“Atomic Brokerage”), a registered broker-dealer and member of FINRA and SIPC. Atomic Invest and Atomic Brokerage are both subsidiaries of AtomicVest. AtomicVest is not involved in securities activities and is not registered with the SEC or FINRA. Technology services are provided by AtomicVest.

Neither Atomic Invest nor Atomic Brokerage, nor any of their affiliates is a bank. Investing involves risk, including the possible loss of principal. Before investing, consider your investment objectives and the fees and expenses charged. 

For more information about Atomic Invest, please see the Form CRS, Form ADV Part 2A and General Disclosures. For more information about Atomic Brokerage, please see the Form CRS and General Disclosures. Check the background of Atomic Brokerage and its custodial and clearing providers on FINRA’s BrokerCheck. Also see the Atomic Privacy Policy.

Investments in securities: Not FDIC Insured - Not Bank Guaranteed - May Lose Value

This website is intended to provide an overview of AtomicVest, is for general information purposes only, and is not intended to provide investment, accounting, tax, or legal advice. For information about the products and services offered by subsidiaries of AtomicVest, see the websites for Atomic Invest and Atomic Brokerage. By using this website, you understand the information being presented is provided for informational purposes only and you agree to our Terms of Use and Privacy Policy. AtomicVest and its affiliates make no representations that materials on this site are appropriate for use in all locations, or that transactions, securities products, instruments, or services discussed on this website or those of its subsidiaries are available or appropriate for sale or use in all jurisdictions, or are suitable for all investors or counterparties. Those who access this website do so at their own initiative and are responsible for compliance with applicable laws and regulations.

All screenshots provided are for illustrative purposes only and any performance figures displayed should not be considered representative of actual performance.

View full disclosure

Earn the right to the lion’s share of your clients’ wallet

© 2024 AtomicVest Inc. All rights reserved.

AtomicVest, Inc. (“AtomicVest”) is a technology company that provides an integrated platform to companies who seek to work with Atomic Invest LLC (“Atomic Invest”), an SEC Registered Investment Adviser, and/or Atomic Brokerage LLC (“Atomic Brokerage”), a registered broker-dealer and member of FINRA and SIPC. Atomic Invest and Atomic Brokerage are both subsidiaries of AtomicVest. AtomicVest is not involved in securities activities and is not registered with the SEC or FINRA. Technology services are provided by AtomicVest.

Neither Atomic Invest nor Atomic Brokerage, nor any of their affiliates is a bank. Investing involves risk, including the possible loss of principal. Before investing, consider your investment objectives and the fees and expenses charged. 

For more information about Atomic Invest, please see the Form CRS, Form ADV Part 2A and General Disclosures. For more information about Atomic Brokerage, please see the Form CRS and General Disclosures. Check the background of Atomic Brokerage and its custodial and clearing providers on FINRA’s BrokerCheck. Also see the Atomic Privacy Policy.

Investments in securities: Not FDIC Insured - Not Bank Guaranteed - May Lose Value

This website is intended to provide an overview of AtomicVest, is for general information purposes only, and is not intended to provide investment, accounting, tax, or legal advice. For information about the products and services offered by subsidiaries of AtomicVest, see the websites for Atomic Invest and Atomic Brokerage. By using this website, you understand the information being presented is provided for informational purposes only and you agree to our Terms of Use and Privacy Policy. AtomicVest and its affiliates make no representations that materials on this site are appropriate for use in all locations, or that transactions, securities products, instruments, or services discussed on this website or those of its subsidiaries are available or appropriate for sale or use in all jurisdictions, or are suitable for all investors or counterparties. Those who access this website do so at their own initiative and are responsible for compliance with applicable laws and regulations.

All screenshots provided are for illustrative purposes only and any performance figures displayed should not be considered representative of actual performance.

View full disclosure

Earn the right to the lion’s share of your clients’ wallet

© 2024 AtomicVest Inc.

All rights reserved.

AtomicVest, Inc. (“AtomicVest”) is a technology company that provides an integrated platform to companies who seek to work with Atomic Invest LLC (“Atomic Invest”), an SEC Registered Investment Adviser, and/or Atomic Brokerage LLC (“Atomic Brokerage”), a registered broker-dealer and member of FINRA and SIPC. Atomic Invest and Atomic Brokerage are both subsidiaries of AtomicVest. AtomicVest is not involved in securities activities and is not registered with the SEC or FINRA. Technology services are provided by AtomicVest.

Neither Atomic Invest nor Atomic Brokerage, nor any of their affiliates is a bank. Investing involves risk, including the possible loss of principal. Before investing, consider your investment objectives and the fees and expenses charged. 

For more information about Atomic Invest, please see the Form CRS, Form ADV Part 2A and General Disclosures. For more information about Atomic Brokerage, please see the Form CRS and General Disclosures. Check the background of Atomic Brokerage and its custodial and clearing providers on FINRA’s BrokerCheck. Also see the Atomic Privacy Policy.

Investments in securities: Not FDIC Insured - Not Bank Guaranteed - May Lose Value

This website is intended to provide an overview of AtomicVest, is for general information purposes only, and is not intended to provide investment, accounting, tax, or legal advice. For information about the products and services offered by subsidiaries of AtomicVest, see the websites for Atomic Invest and Atomic Brokerage. By using this website, you understand the information being presented is provided for informational purposes only and you agree to our Terms of Use and Privacy Policy. AtomicVest and its affiliates make no representations that materials on this site are appropriate for use in all locations, or that transactions, securities products, instruments, or services discussed on this website or those of its subsidiaries are available or appropriate for sale or use in all jurisdictions, or are suitable for all investors or counterparties. Those who access this website do so at their own initiative and are responsible for compliance with applicable laws and regulations.

All screenshots provided are for illustrative purposes only and any performance figures displayed should not be considered representative of actual performance.

View full disclosure

Earn the right to the lion’s share of your clients’ wallet

© 2024 AtomicVest Inc. All rights reserved.

AtomicVest, Inc. (“AtomicVest”) is a technology company that provides an integrated platform to companies who seek to work with Atomic Invest LLC (“Atomic Invest”), an SEC Registered Investment Adviser, and/or Atomic Brokerage LLC (“Atomic Brokerage”), a registered broker-dealer and member of FINRA and SIPC. Atomic Invest and Atomic Brokerage are both subsidiaries of AtomicVest. AtomicVest is not involved in securities activities and is not registered with the SEC or FINRA. Technology services are provided by AtomicVest.

Neither Atomic Invest nor Atomic Brokerage, nor any of their affiliates is a bank. Investing involves risk, including the possible loss of principal. Before investing, consider your investment objectives and the fees and expenses charged. 

For more information about Atomic Invest, please see the Form CRS, Form ADV Part 2A and General Disclosures. For more information about Atomic Brokerage, please see the Form CRS and General Disclosures. Check the background of Atomic Brokerage and its custodial and clearing providers on FINRA’s BrokerCheck. Also see the Atomic Privacy Policy.

Investments in securities: Not FDIC Insured - Not Bank Guaranteed - May Lose Value

This website is intended to provide an overview of AtomicVest, is for general information purposes only, and is not intended to provide investment, accounting, tax, or legal advice. For information about the products and services offered by subsidiaries of AtomicVest, see the websites for Atomic Invest and Atomic Brokerage. By using this website, you understand the information being presented is provided for informational purposes only and you agree to our Terms of Use and Privacy Policy. AtomicVest and its affiliates make no representations that materials on this site are appropriate for use in all locations, or that transactions, securities products, instruments, or services discussed on this website or those of its subsidiaries are available or appropriate for sale or use in all jurisdictions, or are suitable for all investors or counterparties. Those who access this website do so at their own initiative and are responsible for compliance with applicable laws and regulations.

All screenshots provided are for illustrative purposes only and any performance figures displayed should not be considered representative of actual performance.

View full disclosure