Behavioral Assessments: On The Fintech Map

The financial technology (or fintech) landscape is evolving rather quickly, and some are calling it the “golden age of fintech.” I recall thinking only a few years ago that DataPoints didn’t quite fit in any of the categories of the various fintech maps that were published. The groupings of CRMs, financial planning software, re-balancing tools, etc.[…]

DataPoints on Nerd’s Eye View

Last week, DataPoints and our Building Wealth test were featured in Michael Kitces’ Nerd’s Eye View blog.  The review covered the history of DataPoints’ research (going back to The Millionaire Next Door), and how results can be used with prospective and current clients. Read the full article here!