4880 Lower Roswell Road, Ste. 165, #134, Marietta, GA 30068-4385, United States
Uncover client attitudes, beliefs, and wellness
The science of building wealth
At DataPoints, we help financial professionals understand client money mindset. Our suite of behavioral assessments help uncover money attitude, risk tolerance, money beliefs, and wealth-building competencies. Based on over 40 years of research, including the data that led to The Millionaire Next Door, our insights provide financial professionals a roadmap to help clients avoid the behavioral challenges to achieving financial success.
Our Mission
For all clients and financial professionals to understand their unique money-related personality in order to achieve financial goals.
The Predicting Wealthâ„¢ platform provides advisors, firms, and their clients with a unique behavioral finance tool to assess and measure client psychology, attitudes, and behaviors in critical areas that we call Wealth Factors. These critical factors have been scientifically proven to predict financial success....