Atlas Point
Charlotte, US · Founded 2018 · Missouri LLC
Atlas Point develops tools to help financial professionals personalize client conversations by accounting for each investor's decision-making style and behavioral tendencies. It serves wealth management and financial services firms.
Founders & leadership
Atlas Point was founded in 2018 by Carrie Nelson.
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Carrie NelsoninCEO and FounderCarrie Nelson is founder and CEO of Atlas Point, which provides behavioral and AI-powered tools for wealth management firms. She previously held leadership roles at Experian, EY, and Edward Jones, where she worked on data strategy, firm growth, and advisor enablement across more than 20 years in strategy, consulting, and financial services.
Reported raises · per SEC filings
Form D private placements$2M disclosed across 1 round · 2022
▶$2MraisedJan 2023 · 3 investors · Other TechnologyRule 506(b)
▶$2MraisedJan 2023 · 3 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Carrie NelsonExecutive Officer, Director
- Offering amount
- $3M
- Amount sold
- $2M
- Minimum investment
- $300K
- Proceeds to insiders
- $100K
- First sale
- Dec 2022
- Incorporated
- Limited Liability Company, Missouri, 2018
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 3
by search overlapAtlas5 shared keywordsAtlas Financial provides wealth management and advisory services for high-net-worth clients, including families, private business owners, corporate executives, family offices, and foundations. Its offerings cover financial planning, investment management across public equities and real estate, tax efficiency, and legacy planning.
Atlas5 shared keywordsAtlas offers a membership-based bundle of consumer financial services centered on a credit-building rewards credit card, with a deposit account featuring early paycheck access, credit score tracking, savings automation, subscription management, and cash-back rewards. It targets U.S. consumers with limited or no credit history, providing higher approval rates and spending limits that grow with usage through partner banks.</parameter>
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Atlas5 shared keywordsAtlas is a browser-based geospatial analysis platform that enables teams to create, visualize, and collaborate on maps in real time. The platform supports multiple data formats and spatial analysis tools for teams working with geographic data.
Companies competing with Atlas Point for the same Google search keywords, organic and paid, via search-intersection analysis.
Frequently asked questions
- What does Atlas Point do?
- Atlas Point develops tools to help financial professionals personalize client conversations by accounting for each investor's decision-making style and behavioral tendencies. It serves wealth management and financial services firms.
- Who founded Atlas Point?
- Atlas Point was founded by Carrie Nelson in 2018.
- How much funding has Atlas Point raised?
- Atlas Point has disclosed $2M raised across 1 round.
- Where is Atlas Point headquartered?
- Atlas Point is headquartered in Charlotte, US.