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Atlas Logo
Atlas Growth Score
16
CB Rank
449576
Heat Score
28
Atlas combines human expertise with modern technology to create an unparalleled experience for clients and their advisors.
Founded
obfuscation
Private Venice, California, United States11-50 www.atlasfinancial.com
Overview

Atlas
Growth Score
16
Heat Score
28

Growth Score16
-13 pts
in past quarter
Heat Score 28
-4 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
See more interactive data and historical milestones on desktop for the best experience

About Atlas

CB Rank
449576
Atlas combines human expertise with modern technology to create an unparalleled experience for clients and their advisors.
Founded
obfuscation
Private Venice, California, United States11-50 www.atlasfinancial.com

Key People

Details

Operating Status Active
Company Type For Profit
Founders  Kelly Lyons, Tobias Heaslip
About the Company
Atlas combines human expertise with modern technology to create an unparalleled experience for clients and their advisors.
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Management
Custom portfolio building and management by an internal team of investment professionals.
Family Office
Comprehensive financial management for clients with $10 million or more in investable assets.

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Financials

Investments

Number of Acquisitions 1

Investment Breakdown

Number of Acquisitions 1
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 3 Board Members and Advisors 1 Contacts 5

Employee Profiles

Board Members and Advisors

News

News and Press

News•Jul 15, 2025
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News•Jul 15, 2025
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

778
40.18%
 in past month

IT Spend

$85KThis year, Atlas is projected to spend $85K on IT, according to Aberdeen.

Active Website Tech Count

5Atlas is actively using 5 technologies for its website, according to BuiltWith. These include DNSSEC, Mobile Non Scaleable Content, and  CommonCrawl Top 10m.
Sub-Organizations

Sub-Organizations

Number of Sub-Orgs 1
Which industries do these Sub-Organization operate in?
Central Wealth Management Logo
Central Wealth ManagementSubsidiary
Frequently Asked Questions

Where is Atlas's headquarters? Atlas is located in Venice, California, United States.Who are Atlas's competitors? Alternatives and possible competitors to Atlas may include ICONIQ Capital, Olarry, and  Litvak & Co..
Who We Are
What We Do
Helpful Links
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