Financial DNA

Financial Software · Georgia, United States · 1-10 Employees

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Overview

Headquarters

5901 Peachtree Dunwoody Rd Ste A375, Atl...

Phone Number

(866) 791-8992

Revenue

<$5 Million

Industry

Financial Software Software Business Services Project Management
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Financial DNA

DNA Behavior Solutions offers a behavioral finance technology platform designed to enhance client experiences by uncovering inherent behavior styles and personality traits. Their services include a Behavioral Platform DNA Web App, consulting services, and training programs aimed at financial advisors and firms. The company targets financial services professionals seeking to personalize client interactions and improve decision-making processes through insights into financial behavior. With tools like Digital Scan and real-time market mood predictions, they empower advisors to deliver tailored advice and foster stronger client relationships.Explore more
Financial DNA's Social MediaPopular SearchesFinancial Dna LLCFinancial DNADNA Behavior InternationalFinancial DNA ResourcesFinancial Dna.comSIC Code 73,737NAICS Code 54,541Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Financial DNA

<$5M
1-10
Private
-
2001
N/A
$7.1M
11-50
Private
-
2014
JM
Jill MarchisottoChief Marketing Officer
$5.8M
11-50
Private
-
1999
<$5M
11-50
Private
$6M
2006
PJ
Pargehe JacksonExecutive Assistant
<$5M
1-10
Private
-
2013
N/A
<$5M
1-10
Private
-
2001
NA
Nathan AyersExecutive Assistant
<$5M
11-50
Private
-
2014
JH
Jeannette HeinsBusiness Development Manager
Illustration of an envelope

Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

Financial DNA is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

Financial DNA is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Financial DNA.

Financial DNA Tech Stack

Top Financial Software Companies

Frequently Asked Questions Regarding Financial DNA

What is Financial DNA's official website?
Financial DNA's official website is www.financialdna.com
What is Financial DNA's Revenue?
Financial DNA's revenue is <$5 Million
What is Financial DNA's SIC code?
Financial DNA's SIC: 73,737
What is Financial DNA's NAICS code?
Financial DNA's NAICS: 54,541
How many employees does Financial DNA have?
Financial DNA has 1-10 employees
What industry does Financial DNA belong to?
Financial DNA is in the industry of: Financial Software, Software, Business Services
What is Financial DNA competition?
Financial DNA top competitors include: Proclivity Systems, Drobny, DataPoints, Fundstrat
What technology does Financial DNA use?
Some of the popular technologies that Financial DNA uses are: GoDaddy DNS, GoDaddy SSL Certificates, Amazon Web Hosting, Google Workspace
How do I contact Financial DNA?
Financial DNA contact info: Phone number: (866) 791-8992 Website: www.financialdna.com
What does Financial DNA do?

DNA Behavior Solutions offers a behavioral finance technology platform designed to enhance client experiences by uncovering inherent behavior styles and personality traits. Their services include a Behavioral Platform DNA Web App, consulting services, and training programs aimed at financial advisors and firms. The company targets financial service... s professionals seeking to personalize client interactions and improve decision-making processes through insights into financial behavior. With tools like Digital Scan and real-time market mood predictions, they empower advisors to deliver tailored advice and foster stronger client relationships.Read More

What are Financial DNA social media links?
Financial DNA Linkedin page Financial DNA Twitter page
Is Financial DNA a public company?
Financial DNA is private company therefore does not currently have an official ticker symbol
See more information about Financial DNA

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