Atlas
3 known investors
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.
Founders & leadership
TH
Tobias HeaslipFounder & CEO
SB
Shival BajpayChief Investment Officer
Investors · 3
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
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.