Atlas Point is a financial technology company that develops and provides a SaaS (Software-as-a-Service) platform for financial advisors and wealth management firms. Their mission is to help people achieve a meaningful retirement through personalized, goals-based financial planning. The platform offers tools for client engagement, risk tolerance assessment, and creating customized financial roadmaps, aiming to make sophisticated financial guidance scalable for advisory businesses. The company is also an SEC-registered investment adviser.

Founded in

United States