Atlas was designed foR ADVISORS who seek more
Our integrated team of financial professionals, tax experts, and technologists works together to identify opportunities ahead of the curve.
Have specific questions about how your practice can benefit?
How we help Advisors
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Advisors may receive equity compensation in Atlas with a projected exit multiple of 25x.
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We’re building an agent AI Wealth Operating system that is designed to remove 800 operational hours per advisor, per year. Allowing you to spend more time delivering value to your clients.
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With the advent of our Wealth OS, we expect to reduce operational costs for your practice.
In addition to:
1. Integrated compliance expertise
2. Lead Generation programs
3. Monthly marketing Content -
We don’t offer access to alternatives, we offer expertise and institutional quality alternatives to our advisors and clients.
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Freedom from restrictive payouts means keeping more of what you earn while serving clients at the highest level. Higher payouts, equity compensation and participation in economics of proprietary alternative assets.
I spent 20 years as an agent with New York Life and Eagle Strategies before making a pivotal decision that transformed my practice.
While Eagle provided an excellent foundation, I eventually recognized the constraints of the captive model. Eight years ago, I transitioned to independence, and the results have exceeded my expectations:
Expanded Investment Universe: I now offer clients access to institutional-quality alternatives—private credit, real estate, and strategies that simply weren't available in the captive world.
True Business Ownership: I'm building genuine enterprise value that I control and can eventually monetize, rather than being tied to a company's grid structure.
Enhanced Economics: Freedom from restrictive payout schedules means keeping more of what I earn while serving clients at the highest level.
Growth-Oriented Compliance: Working with a compliance framework designed to facilitate growth rather than create roadblocks.
If this resonates with you, I'd welcome a confidential conversation about what independence could mean for your practice. No pressure—just a candid discussion between professionals who understand this business.
A message from our president
Eric heitings, CFP
