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Atlas Point
Charlotte, US · Founded 2018 · Missouri LLC
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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 NelsonCEO 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.
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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.