Atlas Wealth Management
Atlas Wealth Management is an Australian financial advisory firm, licensed by ASIC (AFSL 557000) and DFSA (F005228), that provides integrated financial planning, tax preparation, SMSF administration, and mortgage broking services to Australian expatriates across more than 50 countries through subsidiaries Atlas Wealth Management, Atlas Tax, and Atlas Mortgages.
- Company typePrivate
- Founded2011
- HeadquartersSouthport, Australia
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Atlas Wealth Management does
Atlas Wealth Management, operating through the parent Atlas Wealth Group Pty Ltd, is an Australian financial advisory firm founded in 2011 that specializes in financial advice, tax preparation, and mortgage broking for Australian expatriates. It serves individual clients across more than 50 countries through three integrated operating subsidiaries — Atlas Wealth Management (financial planning and wealth management), Atlas Tax (Australian tax returns and residency advisory), and Atlas Mortgages (lender aggregation across 30 Australian lenders and 500+ products) — with regional service delivery via offices in Surfers Paradise (headquarters), Wayville (Atlas Tax), and Dubai (DIFC). The firm is regulated by ASIC under AFSL 557000 and by the DFSA under F005228 in DIFC, and its customer base is defined narrowly as the Australian expat cohort: those currently living overseas, those preparing to relocate, and those repatriating.
The business model combines recurring advisory fees on more than $500 million in client assets, professional services fees for tax preparation and tax residency advisory, transaction/mortgage-broker commission and fees through credit representative arrangements with Hfinance and Specialist Finance Group, and life-insurance commissions. The technology stack is conventional professional-services tooling — Xero for accounting, ATOMate for ATO lodgement workflows, Microsoft 365 for document management, e-signature, and a CRM — with no proprietary AI or fintech platform reported. Distribution is content-led: three podcast series (Expat Chat, Weekly Recap, Expat Mortgage), country-specific web domains across AU/HK/SG/AE/UK/US, an extensive guide library including The Expat's Handbook and the Expat Insights Survey, and earned media in Forbes, AFR, BBC Capital, ABC News, Sky News, and Channel 9 Today Extra.
The firm is privately held, bootstrapped with no disclosed funding rounds, and operates with 11–50 employees led by Managing Director EMEA Brett Evans (eight-time Financial Standard Power 50 honoree) and Atlas Mortgages MD Jeremy Harper (CBA Platinum Broker, 2024/2025). Customer references are exclusively individual expat case studies (e.g., a Singapore-based couple securing a $937,500 investment loan, a Berridale investment property transaction), with no enterprise or institutional clients, indicating a long-tail individual-customer model with corresponding diversification but high acquisition cost per client.
Atlas Wealth Management firmographics
Firmographics- Name
- Atlas Wealth Management
- Legal name
- Atlas Wealth Group Pty Ltd
- Website
- https://atlaswealth.com
- Company type
- Private
- Founded year
- 2011
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Atlas Wealth Management is an Australian financial advisory firm, licensed by ASIC (AFSL 557000) and DFSA (F005228), that provides integrated financial planning, tax preparation, SMSF administration, and mortgage broking services to Australian expatriates across more than 50 countries through subsidiaries Atlas Wealth Management, Atlas Tax, and Atlas Mortgages.
- Ownership category
- akta.pro rank
Atlas Wealth Management industry classification
Industry- Product category
- Expat Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industries
- Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM), Private Banking & UHNW Wealth Advisory (FSAEABAC), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
Keywords
Where Atlas Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Southport
- HQ country
- Australia
- HQ region
- Oceania
Offices4 records
Markets served
Atlas Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Financial Planning and Advisory Services: Ongoing financial planning, wealth management, and investment advisory services provided to Australian expatriates. Services include portfolio management, retirement planning, superannuation optimization, and cross-border tax planning.
- Tax Preparation and Advisory: Australian tax return preparation for expats and businesses, tax residency advisory, structuring advice, and compliance services through Atlas Tax.
- Mortgage Broking Services: Mortgage broking services for Australian expats seeking property finance in Australia. Atlas Mortgages operates as an authorized credit representative and works with multiple lenders and aggregators.
- Insurance Advisory: Life insurance and general insurance advisory services tailored for expats, including expat life insurance products.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Professional advisory services with custom pricing based on client needs and service complexity |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels7 records
Atlas Wealth Management product offering
Product offeringCore offering
Atlas Wealth Management is an Australian-owned licensed financial advisory firm that delivers integrated financial planning, tax preparation, and mortgage broking services to Australian expatriates living in over 50 countries. Through its sub-brands Atlas Wealth Management, Atlas Tax, and Atlas Mortgages, the firm provides ongoing wealth management, cross-border tax compliance, superannuation/SMSF administration, and access to 30 Australian mortgage lenders with 500+ reviewed products. The firm manages over $500 million in assets for its expat client base across Australia, the UAE (DIFC), and globally.
Product overview
Atlas Wealth Management operates as a multi-brand financial services platform serving Australian expatriates across over 50 countries. The core offering consists of three integrated sub-brands: Atlas Wealth Management (financial planning and wealth management), Atlas Tax (tax preparation and advisory), and Atlas Mortgages (mortgage broking with access to 30 lenders and 500+ products). These are supplemented by specialized modules covering superannuation/SMSF, property investment, insurance, and currency services. The company also produces educational content including The Expat's Handbook publication, three podcast series (Expat Chat, Expat Mortgage, Weekly Recap), and country-specific relocation guides. The business model combines personalized advisory services with self-directed content resources.
Differentiator
Problem solved
Functional benefit
Brands
- Australian Expat Portfolio Service: Investment portfolio service tailored for Australian expatriates managing cross-border investments.
- Expat Chat Podcast
- Expat Mortgage Podcast
- Weekly Recap Podcast
Products and services
- Atlas Wealth Management - Expat Financial Planning Comprehensive financial planning and wealth management advisory for Australian expatriates, including investment advice, superannuation management, cross-border financial planning, and portfolio management. Designed for Australians living and working in over 50 countries.
- Atlas Tax - Expat Tax Preparation and Advisory Specialized Australian tax return preparation and advisory service for Australian expats and businesses, covering tax residency determination, structuring strategies, and cross-jurisdictional tax compliance including double taxation agreements.
- Atlas Mortgages - Expat Mortgage Broking
Companies that use Atlas Wealth Management
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles3 records
Atlas Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Atlas Wealth Management partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered minor and core.
- AustCham ShanghaiminorAtlas Wealth Management served as a Platinum Sponsor of AustCham Shanghai in 2013, hosting educational workshops and seminars for Australian expatriates in China on topics including superannuation, tax, and financial planning.
- Mortgage Specialists Pty Ltd (Hfinance)coreAtlas Mortgages operates as an authorized credit representative of Mortgage Specialists Pty Ltd trading as Hfinance (Australian Credit Licence 387025). This relationship enables Atlas Mortgages to provide mortgage broking services under the credit licence aggregator arrangement.
- Specialist Finance GroupcoreAtlas Mortgages operates through mortgage aggregator arrangements with Specialist Finance Group, providing access to multiple lenders and mortgage products for Australian expat borrowers.
- Commonwealth Bank of AustraliaminorJeremy Harper, Managing Director of Atlas Mortgages, is recognized as a CBA Platinum Broker for 2024/2025, indicating a strong partnership with Commonwealth Bank for expat mortgage services.
- 30 Australian Mortgage LenderscoreAtlas Mortgages works with 30 Australian mortgage lenders and reviews over 500 mortgage products to ensure Australian expats can secure appropriate financing regardless of their location or income structure.
Scale indicators5 records
Recent moves6 records
Expansion highlights5 records
Atlas Wealth Management competitors and assessment
Company assessmentDirect peers
- Atlas Wealth Group (counted as their peer-substitute for count of incumbent):
- Wilson Patel: Australian accounting and tax advisory firm specializing in expat and international tax services, directly comparable to Atlas Tax's residency, DTA, and structuring work for Australians overseas.
- Heffron: Leading Australian SMSF administration and consulting firm, serving advisers and expat clients managing Australian self-managed super funds — directly comparable to Atlas's Expat SMSF service.
- Beak & Johnston Financial Services: Adelaide-based financial advisory firm focused on Australian expats and international clients, providing cross-border financial planning and superannuation advice — overlapping with Atlas's expat advisory core.
- Smarter Wealth: UK-based financial planning firm specializing in Australian expat wealth management, advising Australians living abroad on cross-border retirement, investment, and tax planning — directly comparable niche and customer base to Atlas.
Regional players
- Aussie Expats (community/referral platform): Australian expat media and referral platform widely used by expats across the UAE, Singapore, and Hong Kong — competes indirectly for expat mindshare and brand attention, and is a complementary marketing channel.
Broad incumbents
- AMP Australia: One of Australia's largest retail wealth managers and superannuation providers with a broad adviser network — represents the scaled incumbent alternative for clients considering Australian expat-relevant advice.
- Count Financial / Count Group: Large Australian accounting and wealth advisory network supporting hundreds of advisers including those serving expats — provides broad incumbent comparison for Australian financial advisory services at greater scale.
- HSBC Global Expat: Global bank's dedicated expat banking and wealth offering; competes for cross-border Australian expat clients seeking integrated offshore accounts, FX, and wealth services at global-bank scale.
Emerging players
- Zuper: Australian superannuation comparison and consolidation platform that helps expats locate and consolidate lost super — an emerging digital entrant addressing part of Atlas's expat superannuation use case.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Atlas Wealth Management social profiles
Digital presenceAtlas Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Atlas Wealth Management leadership team
Management profileNumber of profiles
Profiles4 records
Atlas Wealth Management subsidiaries and ownership
Company hierarchySubsidiaries4 records
Atlas Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Atlas Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Atlas Wealth Management
What does Atlas Wealth Management do?
Atlas Wealth Management is an Australian-owned licensed financial advisory firm that delivers integrated financial planning, tax preparation, and mortgage broking services to Australian expatriates living in over 50 countries. Through its sub-brands Atlas Wealth Management, Atlas Tax, and Atlas Mortgages, the firm provides ongoing wealth management, cross-border tax compliance, superannuation/SMSF administration, and access to 30 Australian mortgage lenders with 500+ reviewed products. The firm manages over $500 million in assets for its expat client base across Australia, the UAE (DIFC), and globally.
Is Atlas Wealth Management a public or private company?
Atlas Wealth Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Atlas Wealth Management founded?
Atlas Wealth Management was founded in 2011. It employs 11 to 50 people.
Where is Atlas Wealth Management based?
Atlas Wealth Management is headquartered in Southport, Australia, in the Oceania region.
How does Atlas Wealth Management make money?
Four revenue lines are on record. Financial Planning and Advisory Services are the primary driver. The others are tax Preparation and Advisory, mortgage Broking Services and insurance Advisory.
Who are Atlas Wealth Management's main competitors?
Direct peers on record are Atlas Wealth Group (counted as their peer-substitute for count of incumbent), Wilson Patel, Heffron, Beak & Johnston Financial Services and Smarter Wealth. Aussie Expats (community/referral platform) is listed as a regional player. Broad incumbents are AMP Australia, Count Financial / Count Group and HSBC Global Expat. Zuper is listed as an emerging player.
Does Atlas Wealth Management have an API?
No public API is recorded for Atlas Wealth Management.
What industry is Atlas Wealth Management in?
Atlas Wealth Management's product category is Expat Wealth Management. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAAABAM, Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs). Its NAICS code is 523940 and its SIC code is 6282.