Entrepreneurs + Founders
From napkin stage to liquidity event, we've got you covered.
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.
256-Bit Bank-Grade Encryption
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.
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.
The first meeting is no obligation and completely free.