Key facts
- Atlas Financial Services’s last known valuation is $47.5M (Jan 2022).
- It has raised $16.0M across 1 recorded rounds; the latest was Seed Round ($1.9M) in Oct 2025.
- Notable investors include Alumni Ventures, Lightspeed Venture Partners, Gaingels, Tribe Capital, Kube VC — 9 tracked in total.
- Status: Privately Held (backing).
- ·Post-money valuations for all 1 rounds
- ·The complete investor list — 9 names
- ·Watchlist + deal alerts for Atlas Financial Services
Funding rounds
1 roundsAbout Atlas Financial Services
Provider of wealth and asset management services intended to simplify investment opportunities for next-generation investors. The company's services offer tech-driven, human-centric advice and consultancy, including investment management, financial planning, tax optimization, estate planning, institutional-grade investment strategies, and personalized financial advice, enabling entrepreneurs, retirees, athletes, entertainers, individuals, and families to manage their entire financial portfolio efficiently.
- Sector
- Financial Services
- HQ
- Los Angeles, CA, United States
- Founded
- 2020
- Employees
- 18
- Website
- atlasfinancial.com/
- Ownership
- Privately Held (backing)
Atlas Financial Services doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Atlas Financial Services shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Atlas Financial Services in its N-PORT filings yet. We sweep new filings monthly.