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Intensified behaviors caused by unmanaged human differences, money attitudes, pressure and emotions derail performance.

Our FinTech Platform Delivers Customized Experiences For Your Advisors and Clients.

We deploy the world’s only all-in-one cloud based FinTech platform to allow financial service businesses to make financial behavior insights practical and scalable, allowing them to know, engage and grow every advisor, employee and client.


  1. Powerful behavioral discovery methodology and reporting of insights:
    • Unparalleled depth and reliability of psychometric validation for 64 core behavioral traits and 4 communication styles
    • A cutting edge and holistic set of financial behavior insights addressing risk, spending and goal drive behaviors
  2. Flexible technology powering scalability:
    • Digital solutions for practical delivery and actionable use real-time across every employee and client
    • Unique online processes for matching employees, clients, goals, and solutions using over 1,000 benchmarks,1,000 data points and real-time events
  3. Customization of behavioral management solutions:
    • A wide range of apps delivering personalized information and analysis for individuals, leaders, and consultants
    • Capability to build your own behaviorally powered applications to solve business problems in all industries

We’ve made using financial DNA insights a reality in 123 countries by solving significant relationship, compliance and financial decision-making challenges.

What Behaviorally Smart Financial Advisors are Saying about Financial DNA’s Human Performance Acceleration solutions.

“DNA Behavior’s tools helped us close a $350k engagement by using the Financial DNA suggested guidance with a prospect.”

– David Hughes, Managing Partner Peachtree Financial Group

“Financial DNA truly identifies the behavioral issues that get in the way of functional family relationships and in a very practical way builds a bridge to protect the wealth and harmony of the family.”

– Thane Stenner, Director, StennerZohny Investment Partners+

“Since integrating Financial DNA, our client meetings have become more productive as we fine tune each meeting to the client’s communication preferences.”

– Frank Danielson, Senior Financial Planner, Danielson Group Wealth Management Assante, Vancouver, Canada

“Financial DNA provides a powerful framework to help advisors build a deep relationship with their clients.”

– Deena Katz, Associate Professor at Texas Tech University

Financial personality insights empowering advisors to guide clients to achieve their quality life goals.

Our purpose is to guide people to achieve greater self empowerment to make Behaviorally SMART decisions that accelerate their performance and result in living a quality life with meaning.

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Know your clients

Engage your clients

Grow your clients


relationships An estimate based on the number of people that have used DNA Behavior tools to enhance the relationships with their workplace team or clients. WORLDWIDE, ACCELERATING HUMAN PERFORMANCE WITH EVERY CONNECTION.


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