Shaping Wealth
Education · United States · 1-10 Employees
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Overview
Headquarters
United StatesWebsite
www.shapingwealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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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
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Shaping Wealth Tech Stack
Most Recent Scoops
Event
Person-Based
Events, Financial Planning, Capacity Planning, Facilities Management, Business Finance, Corporate Strategy, Finance, Financial Strategy
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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
Shaping Wealth News & Media
Nitrogen and Shaping Wealth Partner to Bring Behavioral Finance Education to Financial Advisors
AUBURN, Calif.--(BUSINESS WIRE)--Nitrogen (formerly Riskalyze), the leading developer of integrated risk tolerance, proposal generation, investment research and planning software for financial advisors, has partnered with Shaping Wealth, a pioneer in behavioral finance education, to offer curated learning experiences that help advisors to compete and thrive. “Nitrogen has always been about empowering advisors to deliver advice that helps clients invest fearlessly. Since we began, we’ve been focShaping Wealth Announces Cohort 11 of the Industry’s Premier Human-First Coaching Experience, Building the Behavioral Advisor
CHICAGO--(BUSINESS WIRE)--Shaping Wealth, the global wealth industry’s premier learning and development platform powering “human-first” financial guidance, has announced that registration is now open for the 11th cohort of its flagship learning experience, Building the Behavioral Advisor (BTBA). Combining live instruction, peer-to-peer learning, self-paced study, and guided self-reflection, BTBA has been carefully crafted by Shaping Wealth’s team of experts to train advisors as “player-coaches,Shaping Wealth Strengthens Human-First Financial Guidance With Appointment of Dr. Meghaan Lurtz as Partner
CHICAGO--(BUSINESS WIRE)-- #BehavioralFinance--Shaping Wealth strengthens human-first financial guidance with the appointment of Dr. Meghaan Lurtz as Partner.Meet Lydia: Alai Studios and Shaping Wealth Deploy Next-Gen AI to Usher in The Future of Financial Advice
LOS ANGELES & CHICAGO--(BUSINESS WIRE)--Alai Studios and Shaping Wealth announced today the launch of Lydia, the future of financial advice. Leveraging AI technology and capabilities combined with behavioral finance content and coaching, Lydia will revolutionize how financial advisors engage their clients and build their practices. Lydia is a bulwark against industry trends toward commoditization by augmenting advisors’ human skills in emotional intelligence, decision-making, collaboration, and
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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
