Discover the most credible way to create purposeful client engagement.

Our science-based platform captivates clients of every wealth level.

Find clients’ true views on risk, before they find you.

Make investing intuitive for clients with a gamified digital experience that measures how they respond to investment risk.

Explore Our Platform > Digital & Hybrid Advice

Reveal what your clients can't tell you.

Our scientific methods uncover hidden insights that power personalized advice, so you can build client trust and commitment faster.

Explore Our Platform > Advise

Uncover insights to retain your clients in a down market.

Our platform lets you identify clients who need pre-emptive engagement, helping you deepen relationships and boost retention.

Explore Our Platform > Enrich

Simplify ESG for your clients and advisors.

Our elegant digital experience educates and engages clients, while guiding advisors through meaningful conversations and portfolio construction with confidence.

Explore Our Platform > Acquire

The world's leading decision science and behavioral economics fintech firm.

We partner with modern financial institutions to engage their clients and bring the best of their capabilities to the fore.

Backed by an unmatched global academic pedigree and research agenda, our clients see tomorrow first.

A modern client engagement platform.

See how understanding your clients' true selves leads to a sustainable advantage for your business.

An integrated suite of gamified client experiences and differentiated advisory moments that impress clients...

...with an insight engine that creates a data advantage for your business.

A modern client engagement platform.

See how understanding your clients' true selves leads to a sustainable advantage for your business.

An integrated suite of gamified client experiences and differentiated advisory moments that impress clients...

...with an insight engine that creates a data advantage for your business.

What we can reveal about Ross that he doesn't know about himself.

Ross is a divorcee, banker and traveler, and has a multi-faceted life with evolving investing priorities. This he can self-report to his advisor. What he doesn't know, that only decision science and behavioral economics can reveal:

High loss aversion - prone to panic sell

Impact-driven ESG investing style

Annuitize 30% of retirement income

70th %ile long-term wealth builder

Ross's unique preferences predict his money behaviors.

Measuring Ross's preferences with decision science reveals the "why's" behind his money behaviors.

Equipped with these insights, advice providers can help Ross make better decisions that keep him firmly on the path to financial wellbeing.

And earn Ross's advocacy, loyalty and walletshare along the way.

What we can reveal about Ross that he doesn't know about himself.

High loss aversion - prone to panic sell

Impact-driven ESG investing style

Annuitize 30% of retirement income

70th %ile long-term wealth builder

Ross's unique preferences predict his money behaviors.

Measuring Ross's preferences with decision science reveals the "why's" behind his money behaviors.

Equipped with these insights, advice providers can help Ross make better decisions that keep him firmly on the path to financial wellbeing.

And earn Ross's advocacy, loyalty and walletshare along the way.

I work for a

Powered by our research co-founders.

Understanding the Science

Shachar Kariv, PhD

Benjamin N. Ward Professor of Economics

UNIVERSITY OF CALIFORNIA, BERKELEY

Dan Silverman, PhD

Rondthaler Family Professor of Economics

ARIZONA STATE UNIVERSITY

Original insights to inspire and challenge.

Visit Insight Hub

Discover the most credible way to create purposeful client engagement.

Find clients’ true views on risk, before they find you.

Reveal what your clients can't tell you.

Uncover insights to retain your clients in a down market.

Simplify ESG for your clients and advisors.

The world's leading decision science and behavioral economics fintech firm.

A modern client engagement platform.

See how understanding your clients' true selves leads to a sustainable advantage for your business.

An integrated suite of gamified client experiences and differentiated advisory moments that impress clients...

...with an insight engine that creates a data advantage for your business.

A modern client engagement platform.

See how understanding your clients' true selves leads to a sustainable advantage for your business.

An integrated suite of gamified client experiences and differentiated advisory moments that impress clients...

...with an insight engine that creates a data advantage for your business.

What we can reveal about Ross that he doesn't know about himself.

Ross's unique preferences predict his money behaviors.

What we can reveal about Ross that he doesn't know about himself.

Ross's unique preferences predict his money behaviors.

I work for a

Powered by our research co-founders.

Shachar Kariv, PhD

Dan Silverman, PhD

Original insights to inspire and challenge.

Help your clients make purposeful decisions with their money.

Explore

Insights

Learn more

Quicklinks