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Text Content

BOOK A CALL WITH AN ATLAS ADVISOR

The first call is no obligation and completely free.  This is an opportunity to
see if there is a mutual fit.

Name
Email Address
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Investable asset level<$100,000$100k - $250k$250k - $500k$500k+

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MODERN WEALTH MANAGEMENT.

Tech-driven, human-centric advice and services to help you prosper.

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Featured in





AN EXTRAORDINARY EXPERIENCE.

Comprehensive solutions for where you're at and where you're going.


INVESTMENT MANAGEMENT

An internal team of investment professionals building and managing custom
portfolios.


FINANCIAL PLANNING

Defined and measurable goals to work towards.


TAX OPTIMIZATION

Legally reduce tax liabilities and charges.


ESTATE PLANNING

Succession and legacy.


WHO WE SERVE

Sophisticated solutions to meet your unique needs.


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

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.


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.




AN INVESTMENT FIRM IN THE PALM OF YOUR HAND.

Manage your entire financial life through our easy-to-use website or mobile app.




24/7 CHAT AND SUPPORT

You have questions. We've got answers — in minutes not days.


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


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.


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.




ATLAS CONTENT STUDIO

Original content and proprietary research. Free to Atlas clients.

The Atlas Pod



Individual Stock Investment Memos

Macro and thematic research

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.




LET'S HAVE A CONVERSATION.

The first meeting is no obligation and completely free.

Get started


ContactPrivacy PolicyLegal
ATFS Advisers LLC ("ATFS") is an investment adviser registered with the
Securities and Exchange Commission (“SEC”) and is a wholly-owned subsidiary of
Atlas Financial Services, Inc. (together with ATFS and its affiliates, “Atlas”).
By using this website, you accept and agree to Atlas’s Terms of Use and Privacy
Policy. ATFS’s investment advisory services are available only to residents of
the United States in jurisdictions where ATFS is registered. Nothing on this
website should be considered an offer, solicitation of an offer, or advice to
buy or sell securities or investment products. Past performance is no guarantee
of future results. Any historical returns, expected returns, or probability
projections are hypothetical in nature and may not reflect actual future
performance. Account holdings and other information provided are for
illustrative purposes only and are not to be considered investment
recommendations. The content on this website is for informational purposes only
and does not constitute a comprehensive description of ATFS’s investment
advisory services.Please refer to ATFS’s Program Brochure for important
additional information. Certain investments are not suitable for all investors.
Before investing, you should consider your investment objectives and any fees
charged by ATFS. The rate of return on investments can vary widely over time,
especially for long term investments. Investment losses are possible, including
the potential loss of all amounts invested, including principal. Brokerage
services are provided to ATFS clients by Apex Clearing Corporation, a registered
broker-dealer and member of FINRA/SIPC. For more information, visit our
www.atlasfinancial.com/legal. You may check the background of these firms by
visiting FINRA's BrokerCheck.The cash sweep program is made available in
coordination with Apex Clearing Corporation. Please visit
www.atlasfinancial.com/legal for applicable terms and conditions and important
disclosures.Information provided by Atlas Support is for informational and
general educational purposes only and is not investment or financial
advice.Contact Atlas at support@atlasfinancial.com.