M&A Deal Summary

Toggle AI Acquires Atom Finance

On May 15, 2024, Toggle AI acquired information services company Atom Finance

Acquisition Highlights
  • This is Toggle AI’s 1st transaction in the Information Services sector.
  • This is Toggle AI’s 1st transaction in the United States.
  • This is Toggle AI’s 1st transaction in New York.

M&A Deal Summary
Date 2024-05-15
Target Atom Finance
Sector Information Services
Buyer(s) Toggle AI
Deal Type Add-on Acquisition

Target

Atom Finance

New York, New York, United States
Atom Finance is a financial data and analysis platform that provides frontend infrastructure for banks, brokerages, wealth managers, and fintechs. Atom Finance is based in New York, New York.

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Buyer(S) 1

Buyer

Toggle AI

New York, New York, United States
Category Company
Founded 2019
Sector Information Technology
DESCRIPTION

Toggle AI is a generative AI fintech startup that caters to institutional investors by delivering curated insights on individual securities and broader portfolios. Toggle Terminal combines natural language UX with institutional-grade analytics, offering investors a comprehensive view of their portfolio and its driving factors. Founded in 2019, Toggle AI operates globally with offices in New York, London, and Tokyo.

DEAL STATS #
Overall 1 of 1
Sector (Information Services) 1 of 1
Type (Add-on Acquisition) 1 of 1
State (New York) 1 of 1
Country (United States) 1 of 1
Year (2024) 1 of 1
Mergr

Product

Company

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