Atlas Point

Financial Services • Charlotte, North Carolina, United States • 11-20 Employees

Company overview

Headquarters	Charlotte, North Carolina, United States
Phone number	+17043505475
Website	theatlaspoint.com
NAICS	52
SIC	628
Keywords	Analytics, Financial Services, Prospecting, Wealth Management, Practice Management, AI, Behavioral Coaching, Behavioral Finance
Founded	2019
Employees	11-20
Socials

Key Contacts at Atlas Point

Carrie Nelson

Ceo And Founder

Jeff Kenney

Chief Technology Officer - Chief Information Security Officer

Atlas Point Email Formats

Atlas Point uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@theatlaspoint.com), used 85.7% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@theatlaspoint.com	85.7%
{first name}.{last name}	john.doe@theatlaspoint.com	14.3%

About Atlas Point

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.

Atlas Point revenue & valuation

Annual revenue	$1,026,660
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,300,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

C-Suite

Head

Employees by Department

Atlas Point has 8 employees across 4 departments.

Departments

Number of employees

Funding Data

Atlas Point has never raised funding before.

Atlas Point Tech Stack

Discover the technologies and tools that power Atlas Point's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

PostHog

Analytics

Google Hosted Libraries

CDN

Amazon Web Services

PaaS

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

Vimeo

Video players

iubenda

Cookie compliance

Webflow

Page builders

Embedly

Widgets

Frequently asked questions

Atlas Point is located in Charlotte, North Carolina, US.

You can reach Atlas Point at +17043505475.

Atlas Point was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.

Atlas Point has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Atlas Point

Carrie Nelson

Ceo And Founder

Jeff Kenney

Chief Technology Officer - Chief Information Security Officer

4.8

40,000 users