Kwanti
Portfolio analytics, stress testing, risk profiling and branded proposals for financial advisors
- RIAs
- Broker-dealers
Data & researchPer seat
DNA Behavior
Behavioral and financial-personality profiling platform for advisory firms, with API and AI assistant
Atlanta, GA, USFounded 2001dnabehavior.com
What it does
DNA Behavior International sells a behavioral profiling platform used by financial advisory firms, and also by employers and coaches, to measure how people make decisions, take risk, communicate and relate to money. Its Financial DNA assessment is the product aimed at advisors and their clients.
Clients and staff complete questionnaires that produce scored profiles of financial behavior, risk and bias tendencies, and communication style. Advisors use the reports to adjust how they communicate with each client. The web app includes Gene, an AI assistant that drafts emails, scripts and debrief notes from the profiles. Other products include a Digital Scan that estimates traits without a questionnaire, Pegasus ratings for due diligence on people, and a REST API, SDK and Zapier connector for putting behavioral data into other systems.
Founder Hugh Massie, a CPA and former wealth manager, started the company in 2001, and it is based in Atlanta. Annual plans are listed from $7,950 for a solo advisor to $27,030 for a large firm.
Best for
- Serves
- RIAs
Features
- Financial behavior and risk profiling
- Client communication guidance
- AI assistant for emails and scripts
- Questionnaire-free digital scan
- REST API and SDK
- Zapier and Google Sheets connectors
Pricing and deployment
- Pricing model
- Subscription
- Published pricing
- Professional $7,950/year (or $795 monthly option); Small Business $17,490/year ($1,749 monthly); Enterprise $27,030/year ($2,703 monthly); extra team users $10/month each
- Deployment
- Cloud
Integrations
- Google Workspace
- Mailchimp
- Zapier
Coverage from The Daily Network
Full coverage recordNo stories about DNA Behavior yet.
Follow DNA Behavior to get our reporting on it as it is published.
Other Data & research vendors
All alternatives to DNA Behavior
Zephyr
Portfolio analytics, proposals, risk profiling and PSN SMA data for advisors, wealth managers and trust teams
- RIAs
- Banks and trust companies
- Asset managers
Data & researchCustom quote
Koyfin
Market data, portfolio analytics and client reporting for advisors
- RIAs
Data & researchFree tier, paid plans
YCharts
Investment research, portfolio analytics and proposal software for advisors
- RIAs
- Broker-dealers
- Banks and trust companies
- Asset managers
Data & researchPer seat
Ethos
Values-based and ESG impact ratings, portfolio analysis and client impact reports for advisors; owned by ACA Group
- RIAs
- Asset managers
Data & researchCustom quote