Everything you need to
get your equity and finances right
Financial Planning
Get one-on-one financial planning from our team of advisors specialized in aligning your stock options with your financial goals.
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Current and future equity value
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Costs to exercise your equity
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Impact of taxes on potential gains
Wealth Management
Financial planning and investment management that align your startup stock with your financial goals.
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Equity built into your financial plan
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Access to curated investments
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Get personalized advice from humans not robots
Investment Management
Our goal is to save you money, make you money, balance risks, and save you time by taking a systematic approach to investing.
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Unique investments
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Built for you, and always on
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No penalties
Not sure where to start? Reach out, we don't bite.
Our investment philosophy is based on a disciplined approach that is grounded in research and analysis. We believe in a diversified portfolio that is tailored to our clients' individual needs and risk tolerance. We use a combination of fundamental and technical analysis to identify opportunities that have the potential for growth and profitability. We are committed to transparency and communication, and we provide our clients with regular updates on portfolio performance and market trends.
At Atas, we understand that managing your wealth can be a complex and time-consuming process. That's why we offer a comprehensive wealth management solution that can help you achieve your financial goals and secure your financial future.
Our wealth management solution is designed to provide you with a holistic approach to managing your wealth. We work closely with you to understand your unique financial situation, goals, and objectives. Based on this information, we develop a customized wealth management plan that is tailored to your specific needs.
Built by investment managers
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We put equity first
Our team has deep expertise in equity, tax implications, and how it fits into your financial picture.
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You don’t need millions
We help you make important equity decisions that can set you up for financial success.
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Holistic wealth management
We take a comprehensive view of all your finances, including stock options, to help you save time and money, and grow your wealth.
