Built from a real kitchen-table conversation.
Atrium Wealth Council is founded and led by Kristy Carrico. A neurodivergent, homeschooling parent who taught herself personal finance and then watched everyone she loved tune it out. She built Atrium because she needed it: a workspace where the numbers stay current, every plan is yours to keep, and the next move is always one click away.
Kristy Carrico
She built Atrium because she needed it. Neurodivergent, homeschooling parent who taught herself personal finance and then watched everyone she loved tune it out. The engagement problem wasn't theoretical, it was her kitchen table.
Atrium is the workspace she wished existed when she sat across from her own family: a private place where the numbers stay current, every plan is yours to keep, and the next move is always one click away. Designed for every brain, not just the ones already comfortable with spreadsheets.
AI Systems, LLMs, Automation, API Integration, Mobile App Development (Claude, GitHub, Xcode), Apple Developer. 6 ventures built from inception.
Three disciplines, one workspace.
Financial planning
Years of front-line teaching in personal finance, long-term wealth strategy, market fundamentals, and digital assets shape every agent prompt, plan structure, and recommendation path.
AI engineering
Applied AI orchestrates twelve specialist agents over your private profile, with guardrails that keep every output grounded in your actual numbers, not generic advice.
Consumer technology
Built with consumer-software polish so the workspace is simple enough to actually use weekly, not just on the day you sign up.
Educational planning software.
- • Sixteen specialist AI agents that work from one shared profile.
- • Structured plans with metrics, action items, and saved history.
- • Tools to check in, compare scenarios, and update over time.
- • Independent and self-funded, no commissions, no kickbacks.
Not licensed advice.
- • Not a registered investment advisor (RIA) or fiduciary.
- • Not a tax preparer, attorney, or insurance broker.
- • Not affiliated with, endorsed by, or partnered with any financial institution.
- • Not a substitute for professional advice on consequential decisions.
Your financial data is yours.
Encrypted in transit and at rest. Stored in your private workspace. Never sold, never shared with advertisers, never used to train public AI models. You can export or delete everything at any time.