Atlas Point

Atlas Point

Financial Services

Charlotte, North Carolina 1,137 followers

Behavioral Insights. Deeper Human Connections.

About us

We provide Financial Professionals and firms with personalized BeFi insights and objective financial education to improve financial wellness. 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. We make it easy for you to implement behavioral solutions into your business through integrations with Redtail, Wealthbox, BlackDiamond, and more.

Industry
Financial Services
Company size
11-50 employees
Headquarters
Charlotte, North Carolina
Type
Privately Held
Founded
2019
Specialties
Wealth Management, Financial Services, Behavioral Finance, Practice Management, Analytics, AI, Prospecting, and Behavioral Coaching

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