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
- Website
- www.shapingwealth.com
- Industry
- Financial Services
- Employees
- 10
- Founded
- 2020
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Hal Hershfield | Professor at Ucla Anderson School | Los Angeles, California, United States |
Email
Phone
|
| Leslie Berkowitz | Educational Marketing - Branded Gifts | Northbrook, Illinois, United States |
Email
Phone
|
| Meghaan Lurtz | Partner - Learning & Development @ | Kansas City Metropolitan Area, United States |
Email
|
| Brian Portnoy, Cfa | Greater Chicago Area, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
3 profiles
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