Atlas Point Employee Directory

Q: What is Atlas Point known for?

Atlas Point was founded in 2019. Atlas Point operates in the Financial Services industry.

Q: How many employees does Atlas Point have currently?

Atlas Point has approximately 12 employees.

Q: Who are Atlas Point's key employees and leadership?

Atlas Point's key employees include: Ceo And Founder: C. N., Coo: K. M., Chief Technology Officer - Chief Information Security Officer: J. K., Head Of Advisor Success: M. W., Head Of Behavioral Science: E. W..

Financial ServicesNorth Carolina, United States11-50 Employees

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.

Find Atlas Point employees' phone numbers or email addresses

Atlas Point Global Highlights

North America
15

United States Of America
15

Asia
1

India
1

Atlas Point's Leadership

C. N.
Ceo And Founder
Mobile Phone
Email
K. M.
Coo
Mobile Phone
Email
J. K.
Chief Technology Officer - Chief Information Security Officer
Mobile Phone
Email
M. W.
Head Of Advisor Success
Mobile Phone
Email
E. W.
Head Of Behavioral Science
Mobile Phone
Email
Y. A.
Head Of Behavioral Science
Mobile Phone
Email
A. M. J.
Growth Leader
Mobile Phone
Email
C. L.
Senior Software Engineer
Mobile Phone
Email

Contact profiles from Atlas Point

Name

Title

Contact Info

Location

Last Update

L. P.
Behavioral Strategy Advisor
Mobile Phone
Email
United StatesMissouri
Oct 27, 2025
B. B.
Befi Agile Coach™
Mobile Phone
Email
United StatesMissouri
Oct 27, 2025
S. A.
Mobile Phone
Email
Aug 14, 2023

Frequently Asked Questions

What is Atlas Point known for?

Atlas Point was founded in 2019 operates in the Financial Services industry. The company's main headquarters is located in Charlotte, North Carolina 28205 US. Explore Atlas Point's company overview page for more information.

What is Atlas Point's most common email format?

Atlas Point employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Atlas Point email formats with LeadIQ.

How many employees does Atlas Point have currently?

Atlas Point has approximately 12 employees as of October 2025. These team members are located across 2 continents, including North AmericaAsia.

Who are Atlas Point's key employees and leadership?

As of October 2025, Atlas Point's key employees include:

Ceo And Founder: C. N.
Coo: K. M.
Chief Technology Officer - Chief Information Security Officer: J. K.
Head Of Advisor Success: M. W.
Head Of Behavioral Science: E. W.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.