Atlas Financial Services
Los Angeles, California, United States · Finance, Fintech, Information Technology
Atlas is a modern wealth and asset management firm redefining how high-net-worth individuals, family offices, and institutions build, protect, and grow wealth by combining institutional-grade investment strategies, personalized financial advice, and Merchant Banking. By leveraging Agentic AI to streamline operations, enhance decision-making, and scale client service, Atlas replaces slow, manual, a
Key facts
- Headquarters
- Los Angeles, California, United States
- Employees
- 17
- Industries
- Finance, Fintech, Information Technology
- Status
- Private
- Website
- atlasfinancial.com
- Company page
Recent activity at Atlas Financial Services
Atlas Financial Services funding history
| Date | Round | Amount |
|---|---|---|
| Dec 2025 | Seed | $1.9M |
| Jan 2022 | Venture | $7.5M |
| Aug 2021 | Seed | $3.0M |
| Mar 2021 | Seed | $2.5M |
| Mar 2021 | Seed | $556K |
Leadership
- Tobias Francis Heaslip, Founder, CEO and CIO
- Tobias Heaslip, Executive Officer, Director, Promoter
- Roger Krakoff, Director
- Jeff Heuerman, Director
- Shival Bajpay, Chief Investment Officer
Verified email and direct lines for Atlas Financial Services’s decision-makers are on Fundz. See plans — or book a 15-minute walkthrough.
Employee benefit plans
Atlas Financial Services files 1 employee benefit plan with the U.S. Department of Labor, including a retirement plan. The next plan year renews in Dec 2026.
Atlas Financial Services in the news
- Atlas Acquires Central Wealth Management - citybiz (Jul 15, 2025)
Companies similar to Atlas Financial Services
- Eightco Holdings · Finance, Fintech, Information Technology, Lending
- Yiren Digital Ltd · Finance, Fintech, Information Technology, Lending
- Kapital · Finance, Fintech, Information Technology, Lending
- Avax One Technology Ltd. · Finance, Fintech, Information Technology, Lending
- Rio Money · Finance, Fintech, Information Technology, Lending
About Atlas Financial Services: questions and answers
What does Atlas Financial Services do?
Atlas is a modern wealth and asset management firm redefining how high-net-worth individuals, family offices, and institutions build, protect, and grow wealth by combining institutional-grade investment strategies, personalized financial advice, and Merchant Banking. By leveraging Agentic AI to streamline operations, enhance decision-making, and scale client service, Atlas replaces slow, manual, a
Where is Atlas Financial Services headquartered?
Atlas Financial Services is headquartered in Los Angeles, California, United States.
How many employees does Atlas Financial Services have?
Atlas Financial Services has about 17 employees.
Has Atlas Financial Services raised funding?
Yes. Fundz has recorded 5 funding events for Atlas Financial Services. The most recent, Seed of $1.9M, was in Dec 2025.
Who leads Atlas Financial Services?
Tobias Francis Heaslip is a Founder, CEO and CIO at Atlas Financial Services.
What is the latest news on Atlas Financial Services?
On Dec 23, 2025, Atlas Financial Services
Source: Fundz records from SEC filings, press releases and company announcements. How Fundz measures data accuracy