The Firm
Atlas is a next-gen Wealth and Asset Management Firm. We combine human expertise with modern technology to delivery significant value to our clients.
Our mission is to build the technology, products, and services that empower our clients to prosper and the world to exceed its potential.
Venture Capital Firms
Backed by some of the world's largest and most prestigious.
Team
We're a team of financial professionals, tax-experts, and technologists united behind a common mission to help our clients exceed their wildest ambitions.
We built our careers at some of the largest and most prestigious companies in the world including; Goldman Sachs, Morgan Stanley, Barclays, Och-Ziff and Capital Group.
We hold industry designations including CPA, CFA®, CFP®, CRPC®, CPWA®, AAMS®, and CDFA®.
Our values are trust, transparency, hard-work and always being available.
We succeed by helping our clients succeed.
Tobias Francis
Founder, CEO, Co-CIO
15+ years of investment banking, hedge fund and technology experience. Specialist in alternative asset management and private markets. Alumni of Goldman Sachs, Morgan Stanley, Och-Ziff, and Barclays. Husband, Father, F1 Fanatic.
Shival Bajpay
Chief Investment Officer
Over a decade of experience across investment banking, private equity and asset management. Specialist in public equities, real estate and technology investing. Alumni of Capital Group, Parker Infrastructure and Barclays.
Matty Gallas
General Counsel, COO
Matty serves as General Counsel and Chief Operating Officer at Atlas, as well as Chief Compliance Officer at ATFS Advisers. Prior to his time at Atlas, Matty was an associate at Wilson Sonsini Goodrich & Rosati, where he advised clients on corporate, securities, and regulatory matters. He graduated from Brown University and USC Gould School of Law and is a member of the California State Bar.
Director of Wealth Advisory
Josh is the Director of Wealth Advisory at Atlas. He brings a decade of wealth management experience serving high net worth families, private business owners, corporate executives, family offices, and foundations. His focus is directed toward investment expertise and exceptional client service.Josh graduated from Northwestern University with a Bachelors degree in Economics, and was also a member of the Northwestern Varsity Baseball Team. Away from the office, you may find Josh enjoying time outdoors with his dog, traveling, and spending time with friends and family.
Office Phone: 312-216-0869
Office Phone: 312-216-0869
Private Client Services Manager
I’ve been in the financial services industry for almost 15 years. I’ve worked at a Large Broker/Dealers, small boutique RIA’s and most recently at a Fintech start up. During my free time I enjoy trying out new recipes for my family, playing with my 2 dogs or working on DIY Home Improvement Projects.
Office Phone: 302-257-6689
Office Phone: 302-257-6689
VP, Wealth Advisory
With over 30 years in finance, I help business owners and professionals navigate their financial lives through tailored planning and investment strategies. I’m dedicated to empowering women facing unique challenges and fostering a supportive community for them. Outside of work, I enjoy family time in Round Hill, Virginia, and serve on the Board of A Place to Be, promoting music therapy.
Office Phone: 301-660-3414
Office Phone: 301-660-3414
VP, Wealth Advisory
Certified Private Wealth Advisor (CPWA) and Chartered Retirement Planning Counselor (CRPC), Cody Terrion has nearly a decade of experience helping high-net-worth clients navigate wealth management. Formerly at Merrill Lynch, he is known for his tech-forward approach and expertise in financial planning, delivering strategies to optimize wealth growth, tax efficiency, and legacy planning.Cody's passion for building long-term relationships ensures each client's financial journey is expertly guided and personalized. He understands clients' goals on a personal level, fostering confidence in every decision.
Office Phone: 484-206-5091
Office Phone: 484-206-5091
VP, Wealth Advisory
I'm a seasoned financial advisor and planner with over a decade of experience. I have guided hundreds of clients through investment management and financial planning, including tax optimization and estate planning. My approach emphasizes proactive client engagement and custom solutions tailored to your individual priorities. Outside of work, I enjoy family time, outdoor activities, and sports.
Office Phone: 810-201-4945
Office Phone: 810-201-4945
Daniel Leavey
Private Client Services Associate
Danny is a Private Client Services Associate at Atlas. He holds his Series 7 and 63 financial licenses and provides operational and advisory support for the firm. He is committed to curating and executing an industry defining client experience. In a burgeoning career that spans firms like Fidelity and Ameriprise Financial, Atlas is the firm for him. He is a Xavier University Graduate, who was born and raised in the Boston area.
Office Phone: 312-324-0825
Office Phone: 312-324-0825
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
Atlas Content Studio
We help Advisors build bigger books, achieve faster growth and get paid more.
The Other Guys
Firm Affiliation — W2 or 10-99
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.
