Shaping Wealth is an educational and training company dedicated to improving the work of financial advisors by integrating behavioral finance, psychology, and neuroscience. Co-founded by Brian Portnoy, PhD, CFA, and Neil Bage, the company provides financial professionals with courses, coaching, and tools to better connect with and guide their clients. Their mission is to help people achieve "funded contentment" by empowering advisors to deliver more human-centric financial guidance, moving beyond traditional investment management.

Founded in

United States