Become an Atlas Advisor

Superpowers to run and grow your business.

A command center to run your business, your way.

An end-to-end tech platform to support your entire workflow.
Portfolio Management
Model Marketplace
Reporting and Billing
Financial Planning
Multi-Custodial Support
Digital Onboarding
In-house Product and Engineering
In-house Investment Team

Welcome home.
You're going to love it here.

The Other Guys

Firm Affiliation — W2

Payout — Industry high split up to 75%, plus full benefits and equity in hyper growth startup.

Tech — Modern end-to-end solution to run your entire business from a single platform.

Marketing — budget, strategy and AI-tools that generate in-bounds and warm leads.

Content — In-house production team to build your personal brand.

Investment Products — Full suite of Atlas and non-Atlas products including Alts plus a model marketplace.

Office Space — Remote first with stipend for home-office setup. Flagship HQ coming in 2024.

Service Support — Assigned personal admins to support your practice.

Compliance + Risk — Provided by Atlas

Custody and Clearing — Multi-Custodial support.