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Behavioral Insights.
Deeper Human Connections.

We provide client-centric behavioral insights and objective education for financial firms and their professionals to drive growth.

What if your firm could have a distinct advantage?

Using science-based technology, the Atlas Point® platform is your organic growth solution. Our solutions allow your organization to deliver personalization at scale and helps Financial Professionals talk to more clients about the right thing at the right time.


We partner with firms to provide an experience unique to your brand, allowing you to connect your ecosystem.

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Financial conversations shouldn’t be confusing, intimidating, or overwhelming.

We believe that when people can express how they think and feel about their money, they are more empowered, engaged, and open to meaningful and productive financial conversations.

Our Solutions
What atlas point users say

“Atlas Point is the missing link to make the shift from a transactional relationship to an advisory relationship. There is no other set of tools that does this.”

Kevin, CFP®, Investment Insights

I want my clients to know that I care. When I reach out to my clients that I’ve had for 10-25 years and tell them I want to improve my communication skills with them by understanding their financial emotions, that gesture alone means a lot to them.

Rick, CFP®, Financial Advisor, Cetera

Atlas Point helps to keep emotions and numbers all in the same platform and I’ve never had a tool like this before.

Donna, Financial Professional, Sephton Financial

Behavioral Finance at Atlas Point

Atlas Point takes complex academic research and makes it easy for financial professionals to apply in their business. This creates better conversations with individuals, which lead to better relationships. These better conversations and better relationships ultimately produce better outcomes for both the individual and the financial professional.

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For your firm


At scale, going deeper with each and every client in a meaningful way is time consuming and expensive.


Typically based on transactional data vs. behavioral data which is much more powerful.

Digital Content

An ongoing expensive challenge as content quickly grows stale. Serving up information that is meaningful and engaging ongoing.

Client Engagement

A way to differentiate and keep the conversation going to know each and every client more deeply.

For your team

Firm Strategy

Organic Growth Solutions and a system to evolve FP Behavior aligned with the future of Wealth Management.

Financial Professional Coaches

Centralized content library and easy to use dashboard as well as way to market your internal coaches.


Behavioral data for segmentation strategies and fresh digital content.

Growth Leaders

Differentiated prospecting and engagement solutions.