Financial Leadership, Powered by People and Technology

We bring strategic finance and operations leadership that drives efficiency, reduces costs, and positions you for sustainable growth.

Our Service Framework: Customized to Meet Your Needs

Tailored solutions for investment managers and growing businesses, designed to scale with your success.

Financial Strategy & Oversight

Providing institutional-level CFO guidance to align growth and efficiency.

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Operational Leadership

Streamlining processes and building scalable operating models for the future.

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Technology & AI Implementation

Leveraging advanced tools and AI to optimize workflows and reduce costs.

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Analytics & Business Intelligence

Unlocking value through data-driven insights and performance analysis.

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Reporting & Stakeholder Transparency

Designing customized reporting that empowers leadership and investor alike.

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Perspectives

Real results from real partnerships

Client

"Transitioning to a new CFO proved more complex than expected. With a decade of legacy systems and investor relationships at stake, the fund manager needed stability and expertise to regain momentum."
  • Faced disruption during a CFO transition in a decade-old, $1B fund complex
  • Legacy systems and operational challenges slowed progress and strained stakeholder confidence
  • The return of institutional knowledge through Atlas quickly stabilized operations and restored trust with investors, service providers, and owners

Atlas

"By re-engaging a legacy CFO as an Atlas partner, we were able to combine deep institutional knowledge with our flexible model bringing leadership, oversight, and efficiency back into the organization."
  • Re-engaged a former CFO as an Atlas partner, bringing back deep institutional knowledge
  • Provided remote leadership and oversight while enabling continuity with other responsibilities
  • Leveraged the Atlas model to efficiently resolve legacy issues and get the manager back on track with all key stakeholders

Who We Are

Atlas FinOps was founded by finance professionals with deep experience in the investment management industry. We understand the unique challenges you face and deliver institutional-quality support tailored to your needs. Our team acts as a seamless extension of your firm.

Ready to Strengthen Your Financial Leadership?

Let's discuss how our expert team can support your firm's success. Contact us today for a complimentary consultation.