Modern wealth management.
Tech-driven, human-centric advice and services to help you prosper.
Featured in
An extraordinary experience.
Comprehensive solutions for where you're at and where you're going.
Investment management
An internal team of investment professionals building and managing custom portfolios.
Financial planning
Defined and measurable goals to work towards.
Tax optimization
Legally reduce tax liabilities and charges.
Estate planning
Succession and legacy.
Who we serve
Sophisticated solutions to meet your unique needs.
Entrepreneurs + Founders
From napkin stage to liquidity event, we've got you covered.
Retirees
Cash flow, risk-management, and legacy. You're retired, but we're working overtime.
Athletes + Entertainers
You made it. It's our job to make sure you keep it — and grow it.
UHNW Individuals + Families
Expert advice for you, your family and your business. Succession, security, and charitable giving.
HENRYs (High Earners Not Rich Yet)
Specialized solutions for high-earners to get you where you're going — faster and safer.
Powerful Technology.
Beautiful Design.
The legacy wealth management tech stack is archaic. We built Atlas from the ground up to radically improve the client and advisor experience.
An investment firm in the palm of your hand.
Manage your entire financial life through our easy-to-use website or mobile app.
24/7 Chat and Support
You have questions. We've got answers — in minutes not days.
Fiduciary Responsibility. Bank Level Security.
As a registered investment advisor, we are obligated and committed to act as fiduciaries for all our clients.
Our #1 priority, is to serve your best interests and safeguard your funds.
We've partnered with some of the world's largest and most reputable custodians to do exactly that and provide you with peace of mind.
We are an SEC registered investment advisor.
Cash protected by FDIC
Investments protected by SIPC
256-Bit Bank-Grade Encryption
Why Atlas
Investment process
We conduct rigorous bottoms-up research and analysis and leverage proprietary data and ML to spot thematic trends before they occur.
Access to Alternative Asset Classes
Through partnerships with world-class asset managers we offer clients exposure to exclusive Venture Capital, Private Equity, Real Estate, and Credit funds.
The Perfect Advisor For You
We match clients to advisors based on needs and expertise. Everything at Atlas is bespoke. If the chemistry is off, we will assign you a new advisor.
The Atlas Network
We host several IRL events a year for clients to network and we actively facilitate client-to-client introductions when mutual opportunity exists.
Atlas Content Studio
Original content and proprietary research. Free to Atlas clients.
Mobile and desktop apps to monitor portfolios and handle requests at any time.
Atlas exists at the intersection of finance and technology. We’re disrupting the status quo. Our clients and advisors love us. Our competitors hate us—so we must be doing something right.
Tobias Francis — CEO
Clients always have a direct line of communication with their dedicated advisor.
Let's have a conversation.
The first meeting is no obligation and completely free.
