Atla Group

Name

Atla Group

Legal name

Atla Accountancy Services Limited

Website

https://atla.im

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

51–100 employees

Ownership category

akta.pro rank

Product category

Multi-discipline Professional Financial Services

NAICS

Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Financial Planning–Led RIAs (FSAAACAB)

Keywords

• Professional accountancy services
• Fund administration services
• Wealth management services
• Audit assurance services
• Retirement pension solutions

Headquarters

HQ city

Douglas

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Professional Services: Comprehensive suite of accountancy, bookkeeping, tax, advisory, audit and assurance, fund services, retirement solutions, wealth services, and business brokerage services delivered through multiple subsidiary companies within the Atla Group structure.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Atla Group is an independent, owner-managed Isle of Man financial services group that delivers a comprehensive suite of professional services through eight wholly-owned subsidiaries, covering Accountancy, Bookkeeping & Tax; Advisory; Audit & Assurance; Business Brokerage; Fund Services (including the Atla Investment Funds PLC umbrella scheme with seven sub-funds); Retirement Solutions (Bespoke and Master Trust SIPPs, QROPS); and Wealth Services (trust structures, succession planning, corporate administration, and high-value asset structuring). The group is licensed by the Isle of Man Financial Services Authority and registered with ICAEW for UK audit work.

Product overview

Atla Group is an independent Isle of Man-based financial services group offering seven interconnected service lines: Accountancy, Bookkeeping & Tax; Advisory; Audit & Assurance; Business Brokerage; Fund Services; Retirement Solutions; and Wealth Services. The group operates as a unified platform enabling cross-referrals and integrated client service across disciplines. Fund Services includes the Atla Investment Funds PLC umbrella scheme with seven sub-funds (UK Capital Growth, Gilt and Income, Europe, Managed, North American Growth, Far East, and Worldwide Equity) managed by Canaccord Genuity Wealth. Wealth Services encompasses trusts, succession planning, and high-value asset structuring. Retirement Solutions offers SIPP products including Bespoke SIPPs and Master Trust SIPPs (Classic and Flex variants) with QROPS capabilities. The integrated model allows clients to access multiple services seamlessly as their needs evolve.

Differentiator

Problem solved

Functional benefit

Brands

• Atla Investment Funds PLC: Isle of Man Authorised Scheme managed by Atla Group, comprising seven investment funds (UK Capital Growth, Gilt and Income, Europe, Managed, North American Growth, Far East, Worldwide Equity).
• Atla Wealth Services

Products and services

• Accountancy, Bookkeeping & Tax Full-service accountancy support including bookkeeping, accounts preparation, tax planning and tax compliance for Isle of Man businesses and individuals. Delivered through Atla Accountancy Services Limited with directors including Phil Butler, Alex Catlow, and Stephen Jackson.
• Advisory Senior-led advisory services covering regulatory and compliance consulting, business valuations, liquidations, court appointments, receiverships, bankruptcies, and general advisory work. Led by Managing Director Claire Watterson with Associate Director Jon Whiting.
• Audit & Assurance Independent audit and assurance services delivering high-quality, insight-driven audits with practical recommendations for controls, processes, and governance. Led by Managing Director Lynsey Smith as Responsible Individual.
• Business Brokerage Business sales and acquisitions guidance supporting local business owners and buyers through succession planning and smooth transaction processes. Led by Managing Director Phil Butler.
• Fund Services Licensed fund administration services covering the Atla Investment Funds PLC umbrella scheme with seven sub-funds (UK Capital Growth, Gilt and Income, Europe, Managed, North American Growth, Far East, Worldwide Equity). Discretionary investment management is delivered by Canaccord Genuity Wealth (International) Limited.
• Retirement Solutions Pension planning and administration including Isle of Man approved retirement schemes, Bespoke SIPPs, Master Trust SIPPs (Classic and Flex variants), QROPS transfers, International Pension Plans (IPPs), and Corporate Pension Plans. Led by Managing Director Dave Thomas.
• Wealth Services Wealth structuring and administration including succession planning, trust structures, private wealth support, high-value asset structuring for yachts and aircraft, registered agent services, corporate administration, iGaming support, and escrow services. Led by Managing Director Nick Kelly with Directors Rachael Storey, Jamie McKenna, and Donald Edwards.
• Atla Investment Funds PLC Isle of Man open-ended investment company scheme with seven sub-funds (UK Capital Growth, Gilt and Income, Europe, Managed, North American Growth, Far East, Worldwide Equity) offering weekly dealing. Available to retail Isle of Man investors with Canaccord Genuity Wealth as discretionary manager.
• Bespoke SIPPs Personalised self-invested personal pension schemes with a co-trustee structure, flexible investments, QROPS compliance, and Isle of Man Pension Freedom Scheme access — designed for individual pension savers seeking tailored structures.
• Master Trust SIPPs Self-invested personal pension schemes with separate Member Funds for multiple participants, fixed-cost and tax-efficient, available in Classic (Isle of Man approved, QROPS-registered) and Flex (PFS compliant with flexible drawdown) variants for corporate pension schemes and group arrangements.

Named customers3 records

Segments3 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered major, minor and core.

• Monument RemajorOthers · 1 January 2025Atla Group acquired Monument Re's Isle of Man-based fund management business (Monument International Fund Managers IOM Limited), now operating as Atla Fund Services Limited (AFSL). The acquisition expands Atla's fund services offering and includes the Authorised Scheme renamed Atla Investment Funds PLC.
• Conor CumminsminorGTM or Marketing Partner · 1 January 2024Atla Group sponsorship of Isle of Man TT racer Conor Cummins (number 11 rider) for 2024 TT Races. Aligns Atla brand with world-famous TT races and local community connection.
• TAG AlliancescoreStrategic or Co-development PartnerAtla Group is a member of TAG Alliances, an international alliance of independent law, accounting, and professional services firms. This enables member firms to confidently refer clients to top-rated professional service firms globally. TAG Alliances comprises TIAG (The International Accounting Group), TAGLaw (law firms), and TAG-SP (strategic partners), serving clients in over 110 countries. Atla has been ranked in the top 3 globally for 10 consecutive years.
• Canaccord Genuity Wealth (International) LimitedcoreTechnology or IntegrationCanaccord Genuity Wealth (International) Limited is appointed as the discretionary investment manager for the Atla Investment Funds PLC (the Fund), an Isle of Man open-ended investment company. The fund comprises seven investment funds offering access to various geographical markets and sectors.

Scale indicators3 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Cains: Isle of Man-based integrated professional services group offering legal, fiduciary, corporate administration and wealth-adjacent services. Closest direct comparable in terms of multi-discipline IoM-domiciled financial services platform serving HNW and corporate clients.

Broad incumbents

• Apex Group: Global fund services and corporate solutions provider (administrator, depositary, custody, advisory). Comparable as a peer in fund administration and pension/fund services, but at vastly larger scale across multiple jurisdictions.
• Maples Group: Offshore legal, fund services and fiduciary group with strong Cayman/BVI/Ireland presence. Comparable across fund administration, fiduciary and corporate services serving alternative asset managers and HNW clients.
• IQ-EQ: Global investor services group specialising in fund administration, custody, depositary and wealth reporting. Direct competitor in the fund services and pension/wealth administration segments where Atla Fund Services and Retirement Solutions operate.
• KPMG Isle of Man: Big Four audit, tax and advisory practice in the Isle of Man. Directly overlaps Atla's Audit & Assurance and Accountancy lines and competes for the same IoM-domiciled corporate and HNW clients.
• BDO Isle of Man: IoM-based mid-tier accounting and advisory network firm. Closest Big-Four-adjacent competitor for SMB and mid-market accountancy, tax and advisory mandates on the Island.
• Grant Thornton Isle of Man: Mid-tier accounting, tax and advisory firm on the Isle of Man. Comparable in scale and positioning to Atla's accountancy and advisory service lines for IoM-based SMEs and owner-managed businesses.
• TMF Group: Global provider of corporate secretarial, fund administration, accounting and HR/payroll services. Comparable across fund administration, accounting and corporate services, particularly for clients with cross-border structuring needs.

Emerging players

• Ogier: Offshore law and fiduciary firm with Jersey, Guernsey, Cayman and BVI offices. Comparable in fiduciary, fund administration and corporate services with a similar cross-jurisdictional HNW and fund-client focus.

Regional players

• Appleby: Offshore law and fiduciary group with IoM, Jersey, Guernsey, Cayman and Bermuda offices. Comparable across IoM fiduciary, trust and corporate services for HNW and institutional clients.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/atla-group
• Xx.com/atla_group

Revenue estimate

Valuation estimate

Number of profiles

Profiles19 records

Subsidiaries8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Atla Group