# Atlas Merchant Capital

> Atlas Merchant Capital is a VC fund backing Financial Services and Banking. See 17 investments, check sizes, portfolio and contact details. Updated Aug 2026.

- Type: VC Fund
- Location: New York, United States
- Total investments: 17
- Last investment: Jun 2023
- Lead investor: 53%
- Last updated: Aug 2026
- LinkedIn: https://www.linkedin.com/company/atlas-merchant-capital-llc/about/
- Website: http://www.atlasmerchantcapital.com

Atlas Merchant Capital is a VC fund in New York focused on Financial Services and Banking. Atlas Merchant Capital LLC (“Atlas”) was founded in 2013 by Bob Diamond, who has more than 30 years of experience in global financial services, including senior executive positions at major global financial institutions. It was founded to participate in the compelling opportunities available to those nimble institutions able to navigate today’scomplex regulatory environment and changing global patterns of wealth.Atlas takes a merchant banking approach to global financial services investments with a particular focus on Africa and Investment Management. The investments are long-term and in partnership with management, leveraging the experience and operating expertise of the Atlas team to create value for businesses, employees, shareholders and local communities.

## Contacts

5 contacts available for Atlas Merchant Capital. Shizune tracks 3 team members at Atlas Merchant Capital. Sign up free to unlock them: https://app.shizune.co/sign-up/investor-profiles/find-team-emails/atlas-merchant-capital?utm_source=investor_profile

## Investment focus

### Industry

| Industry | Investments | Share |
| --- | --- | --- |
| Financial Services | 8 | 47% |
| Banking | 4 | 24% |
| Finance | 4 | 24% |
| Insurance | 4 | 24% |
| FinTech | 3 | 18% |

21 industries tracked in total.

### Stage

| Stage | Investments | Share |
| --- | --- | --- |
| Private Equity | 9 | 53% |
| Funding Round | 2 | 12% |
| Series D | 1 | 6% |
| Secondary Market | 1 | 6% |

### Country

| Country | Investments | Share |
| --- | --- | --- |
| United States | 10 | 59% |
| Italy | 1 | 6% |
| France | 1 | 6% |
| Bermuda | 1 | 6% |

## Team

| Name | Title | Investments | Profile |
| --- | --- | --- | --- |
| Bob Diamond | Founder | 5 | https://shizune.co/investors/profile/bob-diamond-39ba |
| David Schamis | Founding partner | 4 | https://shizune.co/investors/profile/david-schamis |
| Michele Cito | Chief Financial Officer | 0 | https://shizune.co/investors/profile/michele-cito-efea |

## Investments

| Company | Description | Amount | Stage | Date | Website |
| --- | --- | --- | --- | --- | --- |
| MAXEX | MAXEX is the first digital mortgage exchange to enable buying and selling residential loans through a single clearinghouse. We connect bank and non-bank lenders with premier investors including Wall Street banks, real estate investment trusts and insurance companies to enable faster, more efficient liquidity. MAXEX is an Atlanta-based technologycompany led by mortgage experts and financially backed by leading private equity and capital market investors. |  |  | Jun 26, 2023 |  |
| Cover Genius | Cover Genius provides an insurance distribution platform designed to protect the customers of e-commerce companies. Its products feature integrated end-to-end insurance and warranty capabilities and offer dynamic product recommendations and pricing optimization, while also undertaking the payment of a customer's claim in real-time, enablingcustomers to access increased protection against any uncertainty.The company was founded in 2014. | $70M | Series D | Nov 01, 2022 |  |
| Proformex | Proformex is the leading inforce management platform offering data aggregation, analytics and portfolio monitoring for life insurance and annuities. The company was founded in 2016 and headquartered in Cleveland, Ohio, United States. |  | Private Equity | Oct 03, 2022 |  |
| Cascadia Capital | Cascadia Capital is a diversified boutique investment bank that specializes in the fields of mergers, acquisitions, and strategic advisory. It offers industry breadth while maintaining sector depth. Its industry-focused bankers are experts in their field and deliver tailored advice and solutions to suit the unique needs of its clients. Thecompany's sector specialists stay on top of market trends, risks, and opportunities which makes us a valuable and trusted advisor for their clients.Cascadia Capital specializes in the fields of mergers, acquisitions, and strategic advisory.It was founded in 2000 and based in Seattle, Washington. | $50M | Private Equity | Sep 14, 2022 |  |
| Cascadia Capital | Cascadia Capital is a diversified boutique investment bank that specializes in the fields of mergers, acquisitions, and strategic advisory. It offers industry breadth while maintaining sector depth. Its industry-focused bankers are experts in their field and deliver tailored advice and solutions to suit the unique needs of its clients. Thecompany's sector specialists stay on top of market trends, risks, and opportunities which makes us a valuable and trusted advisor for their clients.Cascadia Capital specializes in the fields of mergers, acquisitions, and strategic advisory.It was founded in 2000 and based in Seattle, Washington. | $50M | Private Equity | Sep 14, 2022 |  |
| DPL Financial Partners | DPL Financial Partners is an RIA insurance network that brings low-cost, commission-free insurance solutions. | $20M | Private Equity | Aug 31, 2022 |  |
| DPL Financial Partners | DPL Financial Partners is an RIA insurance network that brings low-cost, commission-free insurance solutions. | $20M | Private Equity | Aug 31, 2022 |  |
| MarshBerry | Founded in 1981, MarshBerry's primary objective is to help insurance agents, brokers and carriers learn, improve and realize their value.MarshBerry is a specialized management consulting firm rendering services and solutions to insurance organizations, financial services providers, lending institutions and trade associations. |  | Private Equity | Jan 18, 2022 |  |
| Circle | Circle is a financial technology company that develops and manages digital currencies and blockchain-based financial infrastructure. It issues USD Coin (USDC) and Euro Coin (EURC), both fully backed stablecoins designed for global payments and digital transactions. Circle's platform supports businesses in integrating stablecoins into theiroperations, including cross-border payments and financial applications. Through the Circle Payments Network, it enables real-time settlement for financial institutions using USDC and EURC. | $440M |  | May 28, 2021 |  |
| DPL Financial Partners | DPL Financial Partners is an RIA insurance network that brings low-cost, commission-free insurance solutions. | $26M | Private Equity | Jan 13, 2021 |  |

10 of 17 investments shown.

## Co-investors
- [Eldridge Industries](https://shizune.co/investors/profile/eldridge) — VC Fund, 3 deals together
- [Eldridge Industries](https://shizune.co/investors/profile/eldridgeindustries) — VC Fund, 3 deals together
- [Cornell Capital](https://shizune.co/investors/profile/cornell-capital) — VC Fund, 1 deal together
- [Dawn Capital](https://shizune.co/investors/profile/dawn-capital) — VC Fund, 1 deal together
- [Digital Currency Group](https://shizune.co/investors/profile/digital-currency-group) — VC Fund, 1 deal together
- [FTX](https://shizune.co/investors/profile/ftx-exchange) — VC Fund, 1 deal together

## Similar investors

### Similar stage
- [Foresight Group](https://shizune.co/investors/profile/foresight-group) — VC Fund
- [YFM Equity Partners](https://shizune.co/investors/profile/yfm-equity-partners) — VC Fund
- [Fondaction](https://shizune.co/investors/profile/fondaction) — VC Fund

## FAQ

### What does Atlas Merchant Capital invest in?

Atlas Merchant Capital invests primarily in Financial Services, Banking and Finance startups, most often at Private Equity and Funding Round stage. Most of the 17 investments tracked by Shizune back companies in United States. The Investment Focus section breaks down every industry, stage and country in the portfolio.

### How do I contact Atlas Merchant Capital?

Public channels for Atlas Merchant Capital include LinkedIn and the website linked on this profile. For a verified work email and phone number, create a free Shizune account — contact data is searched across 20+ sources and validated before delivery, so your outreach lands in the right inbox.

### Who are the partners at Atlas Merchant Capital?

The team at Atlas Merchant Capital includes Bob Diamond (Founder), David Schamis (Founding partner) and Michele Cito (Chief Financial Officer). The Team section lists each member with their title, investment count and links.

### Is Shizune's investor data accurate?

Yes — every stat on this profile is calculated from confirmed public funding rounds monitored across hundreds of sources since 2020. This profile was last refreshed in Aug 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.

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