Company
Atlas
Tailored financial planning for those who want to make the most of their money and time.
Also known as Atlas Financial Services, Inc.
- Status
- Operatingas of 2026-09-18
- Business model
- B2C
- Customers
- families of significant means
- Legal name
- Atlas Financial Services, Inc.
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Record updated 28 September 2026
About
Our bespoke advisory services are designed for those who seek quiet confidence in financial stewardship. From succession planning to investment management, we help you navigate wealth with clarity and purpose, ensuring your decisions reflect your values and long-term vision.
Funding snapshot
- Total raised
- $15.5MSEC form D sum, as of 2026-09-28Source (opens in a new tab)
- Latest round
- Round, $1.9M2025-10-15
Funding rounds
- Round, 2025
- $1.9M2025-10-15, SEC form D sold, 3 investors
- Round, 2021
- $7.5M2021-12-30, SEC form D sold, 22 investors
- Round, 2021
- $3M2021-07-09, SEC form D sold, 36 investors
- Round, 2021
- $556K2021-02-23, SEC form D sold, 13 investors
- Round, 2020
- $2.5M2020-12-15, SEC form D sold, 40 investors
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