Atomic Invest LLC

Atomic Invest LLC is a registered investment advisor based in New York, NY, that provides automated, algorithm-driven investment management services to individuals through online platforms and mobile applications. The firm uses a questionnaire to evaluate each client's risk tolerance and investment objectives, then recommends a personalized model portfolio consisting of equities, bonds, treasury bills or notes, cash sweep products, mutual funds, and exchange-traded funds. Atomic Invest offers specialized features such as automated contributions, tax-loss harvesting, customized indexing with environmental, social, and governance screening options, and cash management services including bond ladders and treasury accounts. The firm operates primarily as a digital platform with discretionary trading authority, automatically monitoring and rebalancing portfolios when allocations drift. Clients must open a brokerage account with Pershing Advisor Solutions or Atomic Brokerage, an affiliated broker-dealer. Atomic Invest does not provide comprehensive financial planning, tax, or legal advice.