{"name":"Atlas Capital Advisors","domain":"atlasca.com","url":"https://optimly.ai/brand/atlas-capital-advisors","is_claimed":false,"categories":["fintech-financial-services"],"headers":[{"header":"Overview","sections":[{"key":"short_description","label":"Tagline","shape":"text","content":"Atlas Capital Advisors is an independent, fiduciary, fee-only investment advisor providing evidence-based investing and personalized wealth services.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://atlasca.com","updated_at":"2026-11-08T03:07:05.969430+00:00"},{"key":"description","label":"Description","shape":"text","content":"Atlas Capital Advisors designs and manages sophisticated, tax-sensitive portfolios using a quantitative, academically rigorous investment process tailored to clients’ goals, financial circumstances, risk factors, tax situations, other positions, and values.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://atlasca.com","updated_at":"2026-11-08T03:07:05.969430+00:00"}]},{"header":"Identity","sections":[{"key":"mission","label":"Mission","shape":"text","content":"To provide investors with better investment performance through empirical evidence of what drives persistent returns, while minimizing unnecessary financial intermediaries and serving clients with integrity, discipline, and a data-driven process.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://atlasca.com","updated_at":"2026-11-08T03:07:05.969430+00:00"},{"key":"leadership","label":"Founders & leadership","shape":"text","content":"Founded and led by Jonathan E. Tunney, Managing Partner and Founder. Ken Frier is Chief Investment Officer. Other listed principals and team members include Albert J. Gutierrez, Leslie Krampert, Daniel Krebs, and Kate Gorman.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://atlasca.com","updated_at":"2026-11-08T03:07:05.969430+00:00"},{"key":"website","label":"Website","shape":"text","content":"https://atlasca.com","source_type":"1p_website","source_label":"Brand's website","source_url":"https://atlasca.com","updated_at":"2026-11-08T03:07:05.969430+00:00"},{"key":"voice_tone","label":"Voice & tone","shape":"text","content":"Evidence-based, data-driven, client-centric, transparent, responsive, disciplined, and educational.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://atlasca.com","updated_at":"2026-11-08T03:07:05.969430+00:00"},{"key":"founded","label":"Founded","shape":"text","content":"2003","source_type":"1p_website","source_label":"Brand's website","source_url":"https://atlasca.com","updated_at":"2026-11-08T03:07:05.969430+00:00"},{"key":"headquarters","label":"Headquarters","shape":"text","content":"Jackson, Wyoming, and San Francisco, California","source_type":"1p_website","source_label":"Brand's website","source_url":"https://atlasca.com","updated_at":"2026-11-08T03:07:05.969430+00:00"},{"key":"parent_ownership","label":"Parent ownership","shape":"text","content":"Independent investment advisor","source_type":"1p_website","source_label":"Brand's website","source_url":"https://atlasca.com","updated_at":"2026-11-08T03:07:05.969430+00:00"}]},{"header":"Offerings","sections":[{"key":"problem_solved","label":"Problem solved","shape":"text","content":"Helps individuals, families, organizations, and businesses make informed investment and wealth-management decisions through disciplined portfolio construction, fiduciary guidance, tax-sensitive implementation, and research-based market insights.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://atlasca.com","updated_at":"2026-11-08T03:07:05.969430+00:00"},{"key":"core_capabilities","label":"Core capabilities","shape":"text","content":"Evidence-based and quantitative investing\nSophisticated, tax-sensitive portfolio design and management\nPersonalized wealth management and financial planning\nMulti-factor equity strategy\nSystematic investment implementation performed in-house\nAsset allocation and global equity management\nMarket risk monitoring and current market assessments\nResearch-based investment and market commentary","source_type":"1p_website","source_label":"Brand's website","source_url":"https://atlasca.com","updated_at":"2026-11-08T03:07:05.969430+00:00"},{"key":"products","label":"Products / SKUs","shape":"text","content":"Personalized wealth management services\nTax-sensitive investment portfolios\nEvidence-based investment strategies\nGlobal equity management\nFinancial planning and asset allocation guidance\nMarket commentary and investment insights","source_type":"1p_website","source_label":"Brand's website","source_url":"https://atlasca.com","updated_at":"2026-11-08T03:07:05.969430+00:00"},{"key":"pricing","label":"Pricing","shape":"text","content":"As a fee-only advisor, Atlas Capital Advisors states that it avoids the fees of outside parties, but specific pricing is not provided.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://atlasca.com","updated_at":"2026-11-08T03:07:05.969430+00:00"}]},{"header":"Audience","sections":[{"key":"target_industry","label":"Target industry","shape":"text","content":"Wealth management and investment advisory services","source_type":"1p_website","source_label":"Brand's website","source_url":"https://atlasca.com","updated_at":"2026-11-08T03:07:05.969430+00:00"},{"key":"customer_base","label":"Customer base","shape":"text","content":"Tech-savvy investors, including engineers, entrepreneurs, and executives; affluent individuals and families; trusts; foundations; and privately held businesses across the U.S. and beyond.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://atlasca.com","updated_at":"2026-11-08T03:07:05.969430+00:00"},{"key":"icp","label":"Ideal customer profile","shape":"text","content":"Tech-savvy and affluent individuals, families, trusts, foundations, and privately held businesses seeking fiduciary, fee-only, evidence-based wealth management and sophisticated portfolio solutions.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://atlasca.com","updated_at":"2026-11-08T03:07:05.969430+00:00"},{"key":"use_cases","label":"Use cases","shape":"text","content":"Managing and conserving personal or family wealth\nBuilding portfolios tailored to goals, risk factors, tax situations, existing positions, and values\nSupporting entrepreneurs, executives, engineers, and other technology-oriented investors\nManaging assets for trusts, foundations, and privately held businesses\nEvaluating market risk and informing allocation decisions\nProviding investment education, financial planning guidance, and market commentary","source_type":"1p_website","source_label":"Brand's website","source_url":"https://atlasca.com","updated_at":"2026-11-08T03:07:05.969430+00:00"},{"key":"customer_outcomes","label":"Customer outcomes","shape":"text","content":"Support for clients’ financial success\nWealth conservation and well-being\nExpected returns maximized through in-house implementation and cost awareness\nPortfolios aligned with unique goals and financial circumstances\nResponsive, transparent, long-term wealth-management partnership\nBetter-informed investment and allocation decisions","source_type":"1p_website","source_label":"Brand's website","source_url":"https://atlasca.com","updated_at":"2026-11-08T03:07:05.969430+00:00"}]}],"last_refreshed_at":"2026-11-08T03:07:05.977232+00:00","last_changed_at":"2026-11-08T03:07:05.986817+00:00","claim_url":"https://app.optimly.ai/sign-up?claim=763d4d3e-cb27-457a-8f55-015612ff0968"}