Invest Smarter,
Automatically
AtlasWealth builds and manages a diversified portfolio matched to your risk profile — with ETFs, crypto indexes, and smart rebalancing — so you can grow wealth without the complexity.
Everything you need to build wealth
AtlasWealth combines institutional-grade strategies with a consumer-friendly experience.
Automated Diversification
Our algorithm continuously spreads your investment across thousands of assets — equities, bonds, real estate, and alternatives — to minimize risk and maximize long-term returns.
- Auto-rebalancing every 30 days
- Tax-loss harvesting included
- Cross-asset correlation analysis
ETF & Crypto Indexes
Access a curated selection of institutional ETFs and crypto market indexes — from S&P 500 trackers to Bitcoin and Ethereum index funds — all managed in one portfolio.
- 500+ ETF universe
- Top 20 crypto by market cap
- Real-time index tracking
Risk-Profiled Investing
Answer a few questions and we build a portfolio calibrated precisely to your risk tolerance — from capital preservation to aggressive growth — and adjust it as your life changes.
- Dynamic risk scoring
- Annual profile reviews
- Life-event adjustments
Find your investment style
Three distinct profiles, each built for a different relationship with risk and reward.
Conservative Portfolio
Prioritizes capital preservation with steady, predictable growth. Best for investors nearing retirement or those who prefer stability over high returns.
Balanced Portfolio
The sweet spot between growth and stability. Suitable for most long-term investors who want meaningful returns without extreme volatility.
Aggressive Portfolio
Maximum growth potential for long-horizon investors who can stomach short-term volatility. Heavily weighted toward high-growth equities and crypto.
Real portfolios, real allocations
See exactly how AtlasWealth allocates capital across asset classes for each investor type.
Steady Income
Conservative · Low Risk
Growth Blend
Balanced · Moderate Risk
Maximum Growth
Aggressive · High Risk
Past performance is not indicative of future results. All investments carry risk of loss. YTD returns shown are illustrative examples.
Full visibility into your portfolio
Monitor performance, rebalancing activity, and asset breakdown in real time.
Your money is safe with AtlasWealth
We apply institutional-grade security protocols to protect your assets and personal information.
SIPC Insurance
Your investments are protected up to $500,000 through SIPC membership. Cash protection up to $250,000 via FDIC.
256-bit Encryption
Bank-grade AES-256 encryption protects all data in transit and at rest. End-to-end encrypted API communications.
Two-Factor Authentication
Mandatory 2FA on all accounts. Biometric login, hardware key support, and real-time suspicious activity alerts.
SEC Registered
AtlasWealth is a registered investment advisor with the SEC. We comply with all federal securities laws and fiduciary duties.
24/7 Monitoring
Our security operations center monitors for anomalies around the clock. Automated circuit breakers prevent unauthorized transactions.
Regulatory Compliance
Full compliance with FINRA, GDPR, SOC 2 Type II. Annual third-party security audits and penetration testing.
Simple fees, no surprises
We charge only a small annual percentage of assets under management. No trading fees, no hidden costs.
Start investing with no fees on your first $10,000. Perfect for beginners testing the platform.
- 1 portfolio
- Up to $10,000 AUM
- Conservative profile only
- Monthly rebalancing
- Basic analytics
- Tax-loss harvesting
- Priority support
- Custom allocations
For serious investors who want full access to all portfolios and automated strategies.
- 3 portfolios
- Unlimited AUM
- All risk profiles
- Weekly rebalancing
- Advanced analytics
- Tax-loss harvesting
- Email support
- Custom allocations
Institutional-grade tools and personalized service for high-net-worth investors.
- Unlimited portfolios
- Unlimited AUM
- All risk profiles
- Daily rebalancing
- Professional analytics
- Tax-loss harvesting
- Dedicated advisor
- Custom allocations
Common questions
Everything you need to know about getting started with AtlasWealth.
AtlasWealth charges a transparent annual fee based on your assets under management (AUM) — 0.25% for Plus and 0.50% for Premium. Free accounts pay nothing on their first $10,000. We never earn commissions on trades, so our interests align with yours: we only make more when your portfolio grows.
Your investments are held by our SIPC-member custodian and protected up to $500,000 (including $250,000 in cash). AtlasWealth is a registered investment advisor with the SEC and is subject to full fiduciary duty. We never commingle client funds with company operating accounts.
Our algorithm monitors your portfolio daily and automatically rebalances when any asset class drifts more than 5% from its target allocation. Rebalancing is tax-aware — we use tax-loss harvesting to offset gains where possible. Free users get monthly rebalancing; Plus weekly; Premium daily.
Yes. AtlasWealth has no lock-up periods. You can withdraw any amount at any time. Standard withdrawals settle within 2–5 business days via ACH transfer. Premium members have access to expedited same-day wire transfers for a small fee.
The Free plan requires just $100 to start. Plus accounts require a minimum of $500, and Premium accounts a minimum of $1,000. These minimums ensure effective diversification across all target asset classes in your portfolio.
During onboarding, you'll answer 8 questions about your investment goals, time horizon, income, and reaction to market downturns. Our proprietary scoring model maps your answers to one of three risk profiles: Conservative, Balanced, or Aggressive. You can retake the quiz anytime to adjust your profile.
Yes. AtlasWealth includes crypto market indexes (top 20 by market cap, reweighted monthly) as a separate asset class within your portfolio. We do not allow direct purchase of individual coins — instead, exposure is through regulated crypto index products, minimizing single-asset risk.
AtlasWealth supports individual taxable accounts, Traditional IRA, Roth IRA, SEP IRA, and trust accounts. Joint accounts are coming in Q3 2025. We automatically optimize placement of tax-efficient assets in taxable accounts and high-yield assets in tax-advantaged wrappers.
Join 12,000+ investors on the waitlist
Be first to access AtlasWealth when we launch. Early members get 6 months of Plus free.