Next-Gen Wealth and Asset Management
Bespoke Financial Services for Exceptional Individuals, Families, and Institutions.
Call us (805)-557-8713
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Our process
We believe in minimizing taxes, maximizing cash flow, and providing unique access to the best private investment opportunities available.At Atlas, nothing is cookie-cutter. In addition to your Atlas Advisor, you will have a CPA Tax Specialist and an entire team of financial professionals working to make your dreams a reality.
Wealth management
An internal team of investment professionals building and managing custom portfolios.
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Family Office
Defined and measurable goals to work towards.
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Tax
Legally reduce tax liabilities and charges.
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Asset Management
Providing a range of services that meet your every need.
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Business Services
Succession and legacy.
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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.
Alternative Asset & Private Market Specialists.
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.
Who we serve
Sophisticated solutions to meet your unique needs.
UHNW Individuals + Families
Expert advice for you, your family and your business. Succession, security, and charitable giving.
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
Your Financial All-Star Team.
HENRYs (High Earners Not Rich Yet)
Specialized solutions for high-earners to get you where you're going — faster and safer.
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
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.
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
Atlas Research
Illuminating opportunities through rigorous analysis.
