Atlas Financial Services
Los Angeles, California, United States · Finance, Fintech, Information Technology · 17 employees
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
Funding history
- Seed — $1.9M — Dec 2025
- Venture - Series Unknown — $7.5M — Jan 2022
- Seed — $3.0M — Aug 2021
- Seed — $2.5M — Mar 2021
- Seed — $556K — Mar 2021
Recent signals
- Dec 23, 2025: Raised $1.9M in Seed
- Jan 14, 2022: Raised $7.5M in Venture - Series Unknown
- Aug 12, 2021: Raised $3.0M in Seed
- Mar 09, 2021: Raised $2.5M in Seed
- Mar 09, 2021: Raised $556K in Seed
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