Founded in 2001 by Hugh Massie, Financial DNA Resources is a pioneer in applying behavioral finance principles through technology. The company's core mission is to help financial advisors and enterprises deepen client relationships and make more suitable financial decisions by uncovering an individual's "Financial DNA" – their natural behavioral style around money. The platform offers a discovery process, validated psychometric risk profiling, and communication tools to enhance the quality of financial advice and client engagement.

Founded in

United States