Shaping Wealth is a learning technology platform dedicated to transforming the human experience of money. As a team of experts in applied behavioral science, we are creating content and experiences to inspire better financial decision making and a healthier relationship with money. We work with: financial advisors and their clients to help calibrate purpose with planning; companies desiring more contented and productive employees; and community organizations, including schools, where better financial literacy is imperative.
| Website | http://www.shapingwealth.com |
| Employees | 12 (7 on RocketReach) |
| Founded | 2020 |
| Technologies |
JavaScript
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HTML
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Twitter
+7 more
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| Industry | Financial Services |
| Keywords | Financial Education, Money Management, Personal Finance, Financial Decision Making, Behavioral Finance, Financial Literacy, Financial Planning, Investing Education, Financial Well Being, Saving And Investing, Applied Behavioral Science, Money Mindset, Fintech Education, Retirement Planning, Financial Technology, Online Financial Courses, Debt Management, Budgeting Tools, Learning Platform, Educational Content |
| Competitors | Fidelity Investments, Schwab Advisor Services, Merrill Lynch, SoFi, Robinhood, Betterment, Wealthfront, Acorns, Personal Capital, Ellevest +28 more (view full list) |
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Shaping Wealth Questions
Brian Portnoy is the Founder of Shaping Wealth.
7 people are employed at Shaping Wealth.
Shaping Wealth is based in Chicago, Illinois.
Top Shaping Wealth Employees
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Brian Portnoy
Founder at Shaping Wealth
Chicago, IL, US25+ -
Joy Lere
Co-Founder at Shaping Wealth
California, United States25+ -
Corey Westphal
Chief Revenue Officer (CRO) at Shaping Wealth
Madison, WI, US2 -
41
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Leslie Berkowitz
Experience Coordinator at Shaping Wealth
Northbrook, IL, US34
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