84
50
Growth Score
-5 pts
Heat Score
-2 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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2892080
A Behavioral Finance technology solution built to measure 500+ investor and advisor habits
About the Company
Financial DNA is a proprietary solution for comprehensively and reliably discovering all dimensions of a client’s financial personality for making life and financial decisions based on extensive behavioral finance research. The end result is an improved goals-based financial plan for clients.The objective of using the Financial DNA Discovery
Process is to help advisors and investor clients determine what life and financial decisions should be made by closing the behavioral management gap that exists between who they are, what they do, what they do and what they have. Further, the process provides a highly structured and tangible framework for delivering services and behaviorally managing the client on an ongoing basis.
