About Us

Atlas Point will be the premier financial wellness platform delivering personalized behavioral finance insights and objective financial education, connecting people with information and expertise in an increasingly complex and uncertain financial world.

why atlas point?

The Atlas Point Difference

Behavioral Science Applied

Behavioral Finance solutions alone are not easy to apply which is why we combined Character Science, Behavioral Science, and Data Science for more practical and impactful application.


Each client deserves personalized support that is unique to their financial journey. Our proprietary, innovative behavioral-powered platform makes it easy for firms and their financial professionals to personalize at scale.


Our low code, no code platform will meet you and your organization where you are. Ready for immediate applications the solutions blend seamlessly with your current processes, technology, and regulatory agenda.


Personalizing Financial Services

At Atlas Point, we believe empowering people to express how they think and feel about their money, so that’s why we combine empathy and insights enabled by a platform to support more personalized financial conversations . We support this approach with outcome-driven tools and cutting-edge insights that guide Financial Professionals as they facilitate meaningful conversations with clients and prospects alike. Our methodology combines the best of behavioral finance theory with actionable coaching frameworks that make complex strategies practical and easy to apply in real life. This is the Atlas Point advantage.

Atlas Point was founded on a simple concept – to create something of value for the industry that we love. To do this, we conducted numerous focus groups and worked closely with Financial Professionals to identify challenges, frustrations, and pain points in financial conversations. We learned that while Financial Professionals may define success differently, they face a series of common concerns regardless of firm or client segment. These early findings clarified our core goal of reimagining financial conversations as less intimidating, more empathetic, and personal to each investor.

In pursuit of this goal, Atlas Point offers innovative technology solutions that help Financial Professionals consider each client’s unique way of thinking about financial decision-making. With deeper understanding as a strong foundation, Financial Professionals can start better conversations that efficiently address goals, tactfully respond to behavioral tendencies, and set the stage for long-term financial growth.

Our leadership team has collectively consulted with 40+ firms in the financial services industry. We are curious problem solvers who eagerly examine the changing wealth management landscape in search of opportunities to enhance and optimize the person-to-person financial experience.

who we are

Our Team


Advisory Board

our solutions

Client Engagement

Science based surveys and insights to help FPs have the right client conversation at the right time.

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FP Learning

A library of practice management resources and client ready materials as well as online training and coaching to boost FP productivity and efficiently deliver BeFI insights with confidence.

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Enterprise Intelligence

Enterprise intelligence enables your leaders to consistently deliver a personalized client and FP experience at scale while maximizing revenue with a complementary, low code, meet-you-where-you-are solution.

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Jump start your firm's coaching program with a robust library of coaching content, a Behavioral Agile Coach (BAC) certification program for your coaches, and a dashboard you can tailor for your enterprise.

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