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Insights

Family Office Focus Atlas Brown, Inc. operates as a family wealth management and family office services provider with a small team, signaling a potential for targeted solutions in family governance, legacy planning, and tailored investment strategies.

Asset Investment Signals Recent stake investments in HCP totaling approximately $226K indicate active asset allocation activity and potential openness to alternative investments, REIT exposure, or healthcare real estate strategies to discuss.

Scale Opportunistic Revenue range of 25M–50M combined with a lean employee base suggests high advisory value per client and potential need for scalable technology, compliance, and operations support to maintain service levels.

Tech Stack Gaps Current tech includes Google Cloud CDN, Wix eCommerce, Office 365, and basic security/SEO tools. This presents an opportunity to upsell enterprise-grade wealth tech, data security enhancements, client portal modernization, and analytics capabilities.

Competitive Landscape In a market with large incumbents (Schwab, Goldman, Fidelity, Vanguard, etc.), Atlas Brown may benefit from differentiated services such as family governance, legacy planning, and personalized investment strategies; identify partnerships or tools to enhance client engagement and retention.

Similar companies to Atlas Brown, Inc.

Atlas Brown, Inc. Tech Stack

Atlas Brown, Inc. uses 8 technology products and services including Amazon Web Services, Wix, Wix eCommerce, and more. Explore Atlas Brown, Inc.'s tech stack below.

Atlas Brown, Inc.'s Email Address Formats

Atlas Brown, Inc. uses at least 1 email format:
Atlas Brown, Inc. Email FormatsExamplePercentage
FLast@atlasbrown.comJDoe@atlasbrown.com
100%

Frequently Asked Questions

What is Atlas Brown, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact Atlas Brown, Inc.'s main corporate office by phone at
+1-502-271-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Atlas Brown, Inc.'s official website and social media links?

Minus sign iconPlus sign iconAtlas Brown, Inc.'s official website is atlasbrown.com and has social profiles on LinkedIn.

How much revenue does Atlas Brown, Inc. generate?

Minus sign iconPlus sign icon As of August 2026, Atlas Brown, Inc.'s annual revenue is estimated to be $25M - $50M.

What is Atlas Brown, Inc.'s NAICS code?

Minus sign iconPlus sign iconAtlas Brown, Inc.'s NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Atlas Brown, Inc. have currently?

Minus sign iconPlus sign iconAs of August 2026, Atlas Brown, Inc. has approximately 8 employees across 1 continents, including North America. Key team members include Ceo: M. J., Chief Compliance Officer: C. M. L. and Vice President - Client Relations: P. A. Explore Atlas Brown, Inc.'s employee directory with LeadIQ.

What industry does Atlas Brown, Inc. belong to?

Minus sign iconPlus sign iconAtlas Brown, Inc. operates in the Investment Management industry.

What technology does Atlas Brown, Inc. use?

Minus sign iconPlus sign iconAtlas Brown, Inc.'s tech stack includes Amazon Web Services, Wix, Wix eCommerce, Microsoft 365, Google Cloud, Sentry, Lodash and Sitelinks Search Box.

What is Atlas Brown, Inc.'s email format?

Minus sign iconPlus sign iconAtlas Brown, Inc.'s email format typically follows the pattern of FLast@atlasbrown.com. Find more Atlas Brown, Inc. email formats with LeadIQ.

When was Atlas Brown, Inc. founded?

Minus sign iconPlus sign iconAtlas Brown, Inc. was founded in 2004.
Atlas Brown, Inc. logo

Atlas Brown, Inc.

Investment ManagementKentucky, United States2-10 Employees

Atlas Brown, Inc. operates in the investment management sector, offering a suite of family office services aimed at helping client families focus on core priorities. Its approach centers on providing professional guidance in wealth management and related services to affluent households, addressing the needs of families seeking trusted, comprehensive support for managing their resources. Based in Louisville, Kentucky, the firm positions itself as a boutique option within the broader investment management landscape, servicing a small team focused on personalized client attention. The company’s operations are rooted in serving family wealth management needs from its Louisville office, with recent activity indicating an interest in strategic asset positions.

Section iconCompany Overview

Phone number
+1-502-271-****
Website
atlasbrown.com
NAICS Code
5239 - Other Financial Investment Activities
Founded
2004
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $25M - $50M

    Atlas Brown, Inc.'s revenue is estimated to be in the range of $25M - $50M

Company Leadership

  • Ceo at Atlas Brown, Inc.
    M. J.
    Ceo
    Mobile Phone
  • Chief Compliance Officer at Atlas Brown, Inc.
    C. M. L.
    Chief Compliance Officer
    Mobile Phone
  • Vice President - Client Relations at Atlas Brown, Inc.
    P. A.
    Vice President - Client Relations
    Mobile Phone
  • Executive Vice President Crps®, Aif® at Atlas Brown, Inc.
    D. R.
    Executive Vice President Crps®, Aif®
    Mobile Phone
  • Senior Vice President / Senior Portfolio Manager at Atlas Brown, Inc.
    T. C.
    Senior Vice President / Senior Portfolio Manager
    Mobile Phone

Employee Directory

  • Sr. Relationship Manager at Atlas Brown, Inc.
    B. G.
    Sr. Relationship Manager
    Mobile Phone
  • Customer Service Manager at Atlas Brown, Inc.
    L. F.
    Customer Service Manager
    Mobile Phone
  • Portfolio Manager at Atlas Brown, Inc.
    W. H.
    Portfolio Manager
    Mobile Phone
  • Executive Senior Client Associate at Atlas Brown, Inc.
    P. A.
    Executive Senior Client Associate
    Mobile Phone
  • Registered Investment Advisor at Atlas Brown, Inc.
    S. V.
    Registered Investment Advisor
    Mobile Phone

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