Scientific research and psychometrics drive our behavioral finance assessment platform. Research is our passion, and we continually conduct new and unique research studies to bring valuable tools and insights to advisors and individuals in the field of financial psychology.

DataPoints predicts the ability to build wealth based on the scientific measurement of life experiences, behaviors, and competencies. The measurement of Wealth Potential is based on the research of Dr. Thomas J. Stanley. Similar to psychological research that forecasts an individual’s ability to succeed in a specific occupation, DataPoints uses wealth factors derived from decades of research on affluent Americans to predict an individual’s opportunity for success in wealth accumulation. DataPoints’ research is rooted in psychometrics, Industrial psychology, and behavioral finance.

We are proud to partner with the Financial Planning Performance Lab at the University of Georgia and are members of the Society for Industrial and Organizational Psychology.

Research Library