Shaping Wealth
Education · Illinois, United States · 1-10 Employees
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Overview
Headquarters
205 N Michigan Ave Ste 810, Chicago, Ill...Website
www.shapingwealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Shaping Wealth
Shaping Wealth is a learning technology platform dedicated to transforming the human experience of money through a blend of psychology, finance, technology, and learning. The company offers a range of services including courses, coaching, and workshops aimed at helping wealth management professionals and their clients achieve 'funded contentment'—the ability to underwrite a meaningful life. By leveraging behavioral finance and positive psychology, Shaping Wealth empowers advisors to foster deeper client relationships and enhance team dynamics within the wealth industry. Their innovative platform, Compass, provides a subscription service that meets the growing demand for behavioral content and coaching.Explore more
Shaping Wealth Org Chart
CW
Chief Revenue Officer
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Activity Insights
Shaping Wealth is experiencing very low activity levels compared to other companies in the Education sector.
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Shaping Wealth is drawing exceptional interest within the Education industry, suggesting notable developments or strong market momentum, learn more about Shaping Wealth.
Shaping Wealth Tech Stack
Most Recent Scoops
Event
Person-Based
Events, Financial Planning, Capacity Planning, Facilities Management, Business Finance, Corporate Strategy, Finance, Financial Strategy
Event
Person-Based
Events, Banking, Business Finance, Consumer Finance, Finance
Event
Brian Portnoy, Founder & Chief Executive Officer, has appeared on a podcast called "Masters in Business" on 07/10/2024. Topics discussed include Investing, human behavior, wealth management.
Event
Events
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Frequently Asked Questions Regarding Shaping Wealth
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Shaping Wealth is a learning technology platform dedicated to transforming the human experience of money through a blend of psychology, finance, technology, and learning. The company offers a range of services including courses, coaching, and workshops aimed at helping wealth management professionals and their clients achieve 'funded contentment'—t... Read More
