Fundz

Atlas Financial Services reported raising $1.9 Million in an initial SEC Form D filing, from an offering of $1.9 Million

PRIVATEDec 23, 2025

Amount Raised

$1.9 Million

$1.9 Million sold, per SEC Form D (first sale Oct 15, 2025)

Round Type

Seed

Los AngelesInformation TechnologyFinanceFintechLending

Quick answer

Atlas Financial Services raised $1.9 Million in a Seed round, dated October 15, 2025. Atlas Financial Services is based in Los Angeles, California, United States.

How much did Atlas Financial Services raise?
Atlas Financial Services raised $1.9 Million in a Seed round on October 15, 2025.
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,..
Where is Atlas Financial Services based and how big is it?
Atlas Financial Services is based in Los Angeles, California, United States. Fundz records about 17 employees.
Who are the decision-makers at Atlas Financial Services?
Fundz holds 1 contact at Atlas Financial Services, including the Founder, CEO and CIO. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

Who else raised in Finance and Fintech around the same time

Companies in the same sectors as Atlas Financial Services that raised within 45 days of this round, from Fundz verified event records.

  • Higala raised $4M (Seed) on November 25, 2025.
  • SAPI raised $80M (Debt Financing) on November 19, 2025.
  • Sencillo raised $457K (Pre-Seed) on November 19, 2025.
  • Kaaj raised $3.8M (Seed) on November 19, 2025.
  • Quantum Lending Solutions raised $400M (Debt Financing) on November 18, 2025.
  • Barker raised $3.5M (Seed) on November 18, 2025.

Who to call at Atlas Financial Services, and when

A new round usually means Atlas Financial Services is about to hire and buy. The teams that reach out first get the meeting.

  • An alert the day Atlas Financial Services raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Atlas Financial Services, from your own LinkedIn network

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Company Information

Company

Atlas Financial Services

Location

Los Angeles, California, United States

About

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, and outdated processes with a smarter, more efficient, and future-proof approach, enabling advisors to focus on delivering better outcomes across liquidity events, multi-generational estate planning, and advanced investment management.

AI made execution free. Knowing first is the whole game now.

Fundz sees it the moment Atlas Financial Services raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Related People

1 contact
Verified contactsTobias F., Founder, CEO and CIO hiddenSee plans and pricing
Predictive Intelligence
Strategic

ML-powered predictions for Atlas Financial Services's next move

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Atlas Financial Services raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.