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The blog below is part of our 10th anniversary celebration at DataPoints. Firm Name: Seed Money Consulting Year Founded: 2016 Services Provided: Tax Prep, Business Consulting, Investment Management, and Financial Planning Assessments used: Building Wealth Financial Perspectives Investor Profile RTQ Money Personality How has your firm benefited from implementing assessments or other aspects of financial psychology? Emphasizing financial psychology aligns deeply with our firm. Our firm puts client relationships first and ensures they are …
The blog below is part of our 10th anniversary celebration at DataPoints. Firm Name: WorthyNest® Year Founded: 2016 About WorthyNest: We help Christian and Catholic parents build lasting wealth—financially, relationally, and spiritually—without compromising their faith or values. WorthyNest is a fee-only, fiduciary financial planning firm, meaning every recommendation is made solely in our clients’ best interest. Our services include comprehensive financial planning and faith-based investing, with guidance on retirement preparation, tax planning and tax-efficient …
The blog below is part of our 10th anniversary celebration at DataPoints. Firm Name: Journey Beyond Wealth Year Founded: 2017 Firm Focus: Comprehensive wealth management and investment management for high-net-worth families. Assessment used: Investor Profile RTQ How has your firm benefited from implementing assessments or other aspects of financial psychology? Assessments have helped us truly understand clients and how they view money. With the assessment results, we open up a new level of conversation …
The blog below is part of our 10th anniversary celebration at DataPoints. Firm Name: Radix Financial Year Founded: 2015 Firm Focus: Investment Management for global high-net-worth families Assessment used: Investor Profile RTQ How has your firm benefited from implementing assessments or other aspects of financial psychology? Using assessments allows us to intentionally pivot the focus of our meetings away from performance or benchmark conversations and toward goals and actions we can control. What’s the most significant …
In the annals of DataPoints, 2025 was a year of change and growth. We refined our products and company around providing the best behavioral assessments to the financial services industry. None of these could have been possible without the support of our customers, partners, and friends. In case you missed some of our significant milestones, here’s what we’ve been up to over the past twelve months: Launched Money Means, designed to help advisors and …