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Atlas Financial Services, Inc.
Atlas Financial Services, Inc. provides wealth and asset management, financial planning, tax strategy, and family office services for high-net-worth clients. The company constructs tailored portfolios that combine traditional public investments with alternative assets.
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Atlas Financial Services, Inc. at a glance
Atlas Financial Services, Inc. is a financial services company. Its most recent funding round raised $1.9M in October 2025. Xcout tracks 8 named people at Atlas Financial Services, Inc., including Tobias Heaslip (Chief Executive Officer). Xcout recorded 1 job posting from Atlas Financial Services, Inc. in the last 90 days.
Atlas Financial Services, Inc. leadership
- Tobias HeaslipChief Executive Officer
- Shival BajpayChief Investment Officer
- Tobias HeaslipFounder & CEO
- Cody TerrionVP, Wealth Advisory
- Josh PerlmutterDirector of Wealth Advisory
- Tobias HeaslipExecutive Officer
2 more named people on record for Atlas Financial Services, Inc., with roles, board committees and tenure — see the full roster →
Atlas Financial Services, Inc. funding rounds
Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| SEC Form D filing | $1.9M | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Hiring at Atlas Financial Services, Inc.
Xcout recorded 1 job posting from Atlas Financial Services, Inc. in the last 90 days, from a hiring record Xcout has kept since August 2026.
The weekly hiring trend, the roles and locations behind it — see Atlas Financial Services, Inc.'s hiring signals →
Tech stack
Atlas Financial Services, Inc. competitors
A few of Atlas Financial Services, Inc.'s closest competitors — see the full list of competitors and alternatives →
Gridline Holdings, Inc. provides a turnkey alternatives management platform designed to help wealth management firms build, manage, and scale private market investments. Founded in 2020 and headquartered in Atlanta, Georgia, the company operates in the financial services industry.
Arta Finance is a financial services company providing AI-powered wealth management and technology solutions for individuals and professionals. Headquartered in Mountain View, California, the company also operates businesses and partnerships in locations such as Singapore.
Ethic Inc. is a technology-driven asset manager and Registered Investment Adviser headquartered in New York, NY, United States. The company provides customized, tax-smart, and values-aligned investing solutions for financial advisors and institutions.
Altruist is a financial technology company that provides digital custodial, brokerage, portfolio management, and client-engagement infrastructure for registered investment advisors (RIAs). It serves independent financial advisors and their clients, with a focus on simplifying and lowering the cost of wealth management operations.
Wealth.com is a financial services platform providing AI-powered tax and estate planning solutions trusted by advisor firms, broker-dealers, and private banks.
iCapital is a financial technology company that provides a platform for accessing, managing, and administering alternative investments such as private equity, hedge funds, and structured products. It primarily serves wealth managers, financial advisors, asset managers, and their high-net-worth clients and institutions.
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More on Atlas Financial Services, Inc. in Xcout Intel
- 8 named people with titles, LinkedIn and board committees
- 1 funding round with the investors in each, and who they co-invest with
- Weekly hiring history and the mix of roles behind it
- The full competitor set, tracking, exports and API access