Company Information

Get to know Shaping Wealth

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.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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Shaping Wealth

United States

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Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Markets.com

(327 reviews)

United States

2008

(18 years)

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FSCA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.