Atlas Point

About

Atlas Point is a financial services technology company based in Charlotte, North Carolina. It specializes in providing behavioral science-powered solutions that enhance client relationships and foster organic growth for financial professionals and their firms. With a team of experts, including PhDs and data scientists, Atlas Point focuses on reimagining financial conversations to be more empathetic and personalized. The company offers a range of solutions organized into three main pillars: Atlas Point™ Edge, which provides client-facing tools and behavioral insights; Enterprise Solutions, which includes comprehensive offerings for financial firms; and Atlas Point™ Coaching, featuring a centralized coaching infrastructure. Additionally, Atlas Point provides analytic products that help identify ideal clients and advisors. Their services are designed to integrate smoothly with existing processes and technology, catering to both financial firms and individual financial professionals.