AI Powered Insights. Deeper Human Connections.

We provide financial services firms and their professionals with a proprietary, innovative AI powered platform that better personalizes and deepens human connections at scale.

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What if you could have a distinct advantage?

The ability to deeply personalize each client interaction with maximum EFFICIENCY.

Atlas Point’s proprietary, innovative AI powered platform
allows you and your organization to deliver PERSONALIZATION AT SCALE.

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About Us

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:

  • Client BeFi Insights
  • Productivity Library
  • Enterprise Intelligence


Integrations and Partnerships
Our Impact

Client BeFi Insights, Powered
by Atlas Point

"Atlas Point is just what we were missing"

of Atlas Point users report having more effective client conversations


of investors are willing to share more information to have a personalized experience

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

Donna Kendrick, Financial Professional, Sephton Financial

“I just had the best conversation with a client, and it was because of the talking points from Atlas Point”

Shanna Tingom, AAMS®, CFDA®, Heritage Financial Strategies

“The information Atlas Point provides helps me communicate with each member of a household uniquely.”

Rick Risley, Financial Advisor, Cetera

“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 Irhke, CFP®, Investment Insights

“The value is there with Atlas Point. If it helps me save one client, then it’s worth it.”

Scott McAdams, Financial Professional, Knight Financial
"Understanding my client's financial emotions means a lot to them."

increase in AUM from asset consolidation is the average for experienced Atlas Point users


of affluent Americans want a personalized digital financial experience

How it Works

Getting Started is Easy


Try the survey

Atlas Point’s Client BeFi Insights includes multiple client engagement surveys and segmentation tools. Try one of the surveys called Financial Virtues™.


Schedule a demo

We’ll talk through our platform based on the unique needs of your business, answer your questions, and discuss how other professionals are using Atlas Point solutions.


Partner together

You can be up and running on our platform in minutes.  We will help you gain more value through behavioral insights and create momentum for your business.


Experience one of our Client BeFi Insight surveys, Financial Virtues™

Atlas Point Weekly

Mind the Mansion Tax

Los Angeles’ new real estate transfer tax went into effect on April 1, 2023. With more state and local governments likely to consider these new “mansion taxes,” it is likley to trigger many potential irrationalities in sellers. These can result in sellers selling too quickly or holding onto a property too long—both actions having the potential to negatively impact their long-term financial well-being. So, why might sellers behave this way? And, more importantly, what can Financial Professionals do to help their clients avoid an irrational decision that can devalue a client’s entire portfolio? We discuss three common irrationalities (and how to help your clients navigate them) below:

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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.

Common Challenges

Individuals say that their Financial Professional does not know them or understand their unique preferences.

Financial Professionals say differentiating and articulating the value of full-service financial advice is growing harder.

Enterprise are looking for ways to grow organically, personalize the client experience, capture the next generation and diverse segments.


Better, more personalized conversations

Consolidate assets and improve client retention

Increase referrals with new segments and grow organically

Get Started
With Atlas Point

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