Wealth Management
Offer turnkey wealth-building with no investment minimums.
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Let Your Portfolio Work For You
Maximize personalization
Direct indexing with fractional shares unlocks unlimited customization options.
Zero account mininimums
Fully diversified portfolios allow investors to accomplish their goals regardless of income.
Tax efficient
Weekly tax-loss harvesting reduces realized gains and boosts after-tax returns.
No “One Size Fits All”
Direct Indexing
Provide your clients with a personalized, tax-advantaged approach to investing.
Socially Conscious Investing
Tax-Loss Harvesting
Tax Advantaged Accounts
Launch Goal-Based Planning
Whether saving for a home, a child’s education, an exotic vacation, or a secure retirement, we’ll make sure investments are working to achieve what is most important to your users.
Launch Automated Savings
Allows your users to set recurring contributions to systematically add money over time. Used by some of the most successful investors to avoid emotional decisions and the poor timing that results from them.
Launch Retirement Planning
Traditional and Roth IRA options allow users to take full advantage of tax-deferred and tax-free growth opportunities. We’ll even help them decide how much to save in each to maximize their chance of success.
Launch Investing
partnerships@atomicvest.commediainquiries@atomicvest.comGeneral: +1 (212) 419-5036Brokerage: +1 (212) 419-5037
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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, or Atomic Brokerage LLC (“Atomic Brokerage”), a FINRA registered broker-dealer, both of which are subsidiaries of AtomicVest. AtomicVest is not involved in securities activities and is not registered with the SEC or FINRA. Technology services may be provided by AtomicVest.

With respect to Atomic Invest and Atomic Brokerage, investments in securities are: Not FDIC Insured - Not Bank Guaranteed - May Lose Value. Neither AtomicVest nor any of its affiliates is a bank. Investing involves risk and there is the potential of losing money when you invest in securities. Past performance does not guarantee future results and the likelihood of investment outcomes are hypothetical in nature. Before investing, consider your investment objectives and the fees and expenses charged. This website is intended to provide an overview of AtomicVest as well as the products and services offered by its affiliates, and is for general information purposes only. It is not intended to provide investment, accounting, tax, or legal advice. See the websites for Atomic Invest and Atomic Brokerage for more information.

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