Shaping Wealth
Company

Shaping Wealth

Financial Services Chicago, Illinois, United States 10 employees
Employees
10
Contacts
4
Emails
4
Phones
3

Shaping Wealth Overview

Headquarters
Chicago, Illinois, United States
Industry
Financial Services
Employees
10
Founded
2020
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Shaping Wealth

Shaping Wealth is a learning technology platform dedicated to transforming the human experience of money. As a team of experts in applied behavioral science, we are creating content and experiences to inspire better financial decision making and a healthier relationship with money. We work with: financial advisors and their clients to help calibrate purpose with planning; companies desiring more contented and productive employees; and community organizations, including schools, where better financial literacy is imperative.

Shaping Wealth Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
3
75.0% coverage

Shaping Wealth Org Chart

Sample employees and titles
Name Title Contact
Hal Hershfield Professor at Ucla Anderson School
Email Phone
Leslie Berkowitz Educational Marketing - Branded Gifts
Email Phone
Meghaan Lurtz Partner - Learning & Development @
Email
Brian Portnoy, Cfa
Email Phone

Employees by Management Level

Individual contributor 3 profiles

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