Atlas
Curated by SignalFinancial planning solutions tailored for individuals, families, and institutions.
Overview
Atlas Financial Services is a company that offers financial planning solutions tailored to individuals, families, and institutions. The company aims to minimize taxes, maximize cash flow, and provide access to private investment opportunities. It employs a team of professionals, including advisors, tax specialists, and investment managers, to uphold fiduciary responsibility and ensure the security of client funds. The company utilizes technology and data analysis to support wealth management practices, creating strategies that cater to the financial needs of high-earners, entrepreneurs, retirees, athletes, and entertainers. Services offered by Atlas include predictive analytics, customizable financial planning software, and secure client portals for communication and compliance management.
Key facts
- Founded
- 2020
- Headquarters
- Venice, United States
- Stage
- Sign up to view
- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
- Sign up to view
- 7 products and services
- Sign up to view
- Commercial model
- Sign up to view
Contact
- Sign up to view
Open roles
1 roleSr. Software Engineer
Los Angeles, California, United States · Remote · Full-time
