Your Growth Guide.

We help financial professionals and wealth management firms drive repeatable, scalable growth.

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We believe human connection is
at the core of organic growth.

Wealth management firms are investing in growth, but it’s in fragments, leaving the financial professional to piece products and tools together on their own.

So that's why we combine...

Industry expertise, behavioral science, and complementary technology, to deliver proven growth strategies.

solutions

Give your firm a distinct advantage

Randy Bradshaw

Partner and Co-Founder of &Partners

"Atlas Point brought a thoughtful, collaborative approach that complemented our processes and delivered strong results quickly for our firm."

Chelsea

Financial Professional, 10 years in business

“The Atlas Point platform has helped me get more referrals, clients, and assets.”

Rick

Financial Professional, 45 years in business

“Atlas Point has helped me grow my business by $19mm in NNA.”

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For Financial Professionals

Atlas Point Edge™

An intuitive, guided, and supportive solution to engage clients, accelerate prospects, support succession, and grow efficiently.

Behavioral Surveys & Insights

Client Content & Engagement

Personalized FP Learning

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For Financial Professionals

Coaching

Our experts align with your unique needs to support growing or transitioning your business.

Personalized Business Plan

Growth Metrics Report

Customized Coaching

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For Enterprise

Consulting

Scalable, repeatable solutions that complement your firm's technology, process, and growth agenda.

Rapid Growth Assessment

White-labeled Tech & Content

Analytics

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For Enterprise

WealthWiser™

An interactive self-discovery journey for prospects providing an in-depth prospect profile for Financial Professionals and their firms to accelerate close rates.

Behavioral Surveys

Actionable Insights

Financial Literacy

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Considering a transition?

Boost your valuation with a personalized business plan and growth metrics report.

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Why Atlas Point?

About Us

Expertise.

Our industry experience, technology and science, accelerates your program.

Behavioral.

We combine character science, behavioral science, and data science for a more practical and impactful results.

Complementary.

Our solutions blend with your processes, technology, and growth agenda for immediate application.

Results.

We partner with you to prove it fast and scale what works for your business in 6-months or less.

Partners

Teams we serve

We partner with you to accelerate your growth agenda.

Firm Strategy

Organic growth system delivering behavioral solutions for Financial Professionals and their clients

Enterprise Solutions

Marketing

Digital content, prospecting solutions, and behavioral data for your segmentation strategy addressing your biggest question "who is my client" and "who is my advisor"

Enterprise Solutions

Coaching

Centralized content with a configurable library and easy to use dashboard for coaching, BAC certification for your coaches and Unique Financial Professional journeys

Coaching Solutions

Technology

Widgets, open APIs, or full system embed options based on your desired components

Enterprise Solutions

Growth Leaders

Differentiated prospecting, engagement solutions, and a configurable dashboard to track results

Enterprise solutions

Financial Professionals

Prospecting and client engagement solutions including client-ready content and insights to make meeting preparation and growth easy

Atlas Point™ Edge Solutions

"Atlas Point helps me to understand how to thoughtfully and consciously think about money and what's most effective for me. I'm so excited to move forward with this newfound information!”

Katy

Client