Fundraising Fox

Atlas

3 known investors

Find your way into Atlas

1,427 people in our graph share verified history with the Atlas team — schools, employers, funds. One of them is your warm intro.

Niki Pezeshkiunlockedknows Tobias Heaslip · together at Goldman Sachs (overlapped)
×3knows the team · via Morgan Stanley
×5knows the team · via Goldman Sachs
knows the team · via Och-Ziff Capital Management
×2knows the team · via Barclays

Atlas Financial provides wealth management and advisory services for high-net-worth clients, including families, private business owners, corporate executives, family offices, and foundations. Its offerings cover financial planning, investment management across public equities and real estate, tax efficiency, and legacy planning.

Fintech

Founders & leadership

THTobias Heaslip
Tobias HeaslipinFounder & CEOTobias Heaslip is Founder and CEO of Atlas Financial, which provides wealth management and advisory services for high-net-worth clients. He has spent nearly 15 years in institutional finance roles across both buy-side and sell-side operations, with experience in private credit, fund structuring, and investment banking.
SB
Shival BajpayChief Investment Officer

Investors · 3

Activant CapitalNew York · $100K – $50M
Accelreported · 2 sourcesPalo Alto · $1.6M – $70M

Also in the syndicate · 1

Stellarislead

Funding

SEC filings, press & company announcements

$6M disclosed across 1 round · 2026

Source: company announcements and press reports — follow each round's link for the claim.

In the news

Trysignalbasetrysignalbase.com · Aug 2026Atlas Motion Emerges from Stealth with $11.5M in Fundingtectonicdefense.com · Aug 2026Atlas Raises $6M Seed Led by Accel and Stellaris to Power the Next Global Accounting Firmprnewswire.com · Apr 2026Atlas Raises $6M in Seed Fundingfinsmes.com · Apr 2026Yourstoryyourstory.com · Apr 2026Bridge Loan Platform Atlas Invest Raises $25M – Commercial Observercommercialobserver.com · Jan 2026

Frequently asked questions

What does Atlas do?
Atlas Financial provides wealth management and advisory services for high-net-worth clients, including families, private business owners, corporate executives, family offices, and foundations. Its offerings cover financial planning, investment management across public equities and real estate, tax efficiency, and legacy planning.
Who founded Atlas?
Atlas was founded by Tobias Heaslip.
Who are Atlas's investors?
Atlas's investors include Activant Capital, Accel.
How much funding has Atlas raised?
Atlas has disclosed $6M raised across 1 round.