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Data Points LLC - About the company

Data Points LLC is a funded company based in United States, founded in 2005. It operates as a Provider of behavioral assessments for financial professionals. The company has 9 active competitors, including 4 funded and 2 that have exited. Its top competitors include companies like Arch, BlueFlame and WealthBlock.

Company Details

Provider of behavioral assessments for financial professionals. These assessments help uncover client money attitudes, risk tolerance, and wealth-building behaviors. The tools are based on extensive research in psychometrics and financial psychology, providing insights to help advisors guide clients toward financial success. The assessments identify client money mindsets, allowing for tailored coaching and improved client outcomes. The methodology is rooted in established research on affluent populations and wealth-building behaviors.
Social
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Registered Address
917 Parker Drive, Longmont, CO 80501, US
Key Metrics
Founded Year
2005
Location
Stage
Funding Raised
Ranked
Employee Count
4 as on May 31, 2026
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Data Points LLC's funding and investors

Data Points LLC is a funded company.

Data Points LLC's founders and board of directors

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Data Points LLC's employee count trend

Data Points LLC has 4 employees as of May 26. Here is Data Points LLC's employee count trend over the years:
Employee count trend for Data Points LLC
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Data Points LLC's Competitors and alternates

Top competitors of Data Points LLC include Arch, BlueFlame and WealthBlock. Here is the list of Top 10 competitors of Data Points LLC, ranked by Tracxn score:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for Arch
Arch
2018, New York City (United States), Series B
Digital administration platform for private investments
$77.5M
63/100
2nd
Logo for BlueFlame
BlueFlame
2023, New York City (United States), Acquired
Developer of an AI platform for investment workflow management solutions
$5M
-
53/100
3rd
Logo for WealthBlock
WealthBlock
2018, Chicago (United States), Seed
AI-powered platform elevating investor experience for private fund managers
$250K
37/100
4th
Logo for Data Points LLC
Data Points LLC
2005, United States, Funding Raised
Provider of behavioral assessments for financial professionals
-
-
32/100
5th
Logo for Ialta
Ialta
New York (United States), Series B
Provider of digital infrastructure for private market participants and asset managers
$20M
31/100
6th
Logo for Moneyball
Moneyball
2024, New York (United States), Unfunded
Provider of AI platform for investment banking and SPV sponsors
-
-
21/100
7th
Logo for Investclearly
Investclearly
2023, Portland (United States), Seed
Network facilitating due diligence reviews for private real estate investments
$100K
-
22/100
8th
Logo for Eolos
Eolos
2015, New York (United States), Public
Provider of liquid alternative investment strategies for qualified investors
-
-
18/100
9th
Logo for FollowInvest
FollowInvest
2021, Neuilly-sur-Seine (France), Unfunded
SaaS platform offering investor management solutions for private equity firm
-
-
16/100
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Data Points LLC's Investments and acquisitions

Data Points LLC has made no investments or acquisitions yet.

Reports related to Data Points LLC

Here is the latest report on Data Points LLC's sector:

News related to Data Points LLC

Media has covered Data Points LLC for 1 event in last 1 year, It was about partnerships.
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