When was Data Points LLC founded?

Data Points LLC was founded in 2005.

Where is Data Points LLC located?

Data Points LLC is headquartered in United States. It is registered at 917 Parker Drive, Longmont, CO 80501, US.

How many employees does Data Points LLC have?

As of Jul 31, 2026, the latest employee count at Data Points LLC is 4.

Where does Data Points LLC rank among its competitors?

Data Points LLC ranks 6th amongst 17 active competitors, of which 5 are funded. It stands 7th in terms of total funding among its competitors. The most recent competitor to raise funding was Investclearly, which secured $100K in Sep, 2025.

Who are the top competitors of Data Points LLC?

Data Points LLC's top competitors include Arch, Ialta and Edgefolio. Among them, Investclearly secured the most recent funding round in September, 2025.

Data Points LLC - 2026 Company Profile & Competitors

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.

Website: datapoints.com
Social
Registered Address: 917 Parker Drive, Longmont, CO 80501, US

Key Metrics

Founded Year

2005

Location

United States

Stage

Funding Raised

Ranked

6^th among 17 active competitors

Employee Count

4 as on Jul 31, 2026

Similar Companies

Arch & 15 more

View Data Points LLC's full profile

Data Points LLC is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
Datum Point, LLC CIN: 20041348027 , United States, Active	Nov 01, 2004	-	-	-

Data Points LLC is a funded company.

Data Points LLC's employee count trend

Data Points LLC has 4 employees as of Jul 26. Here is Data Points LLC's employee count trend over the years:

Employee count trend for Data Points LLC

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Top competitors of Data Points LLC include Arch, Ialta and Edgefolio. 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	Arch 2018, New York City (United States), Series B	Digital administration platform for private investments	$77.5M	Oak HC/FT, Craft Ventures & 11 others	63/100
2nd	Ialta New York (United States), Series B	Provider of digital infrastructure for private market participants and asset managers	$20M	WestCap	44/100
3rd	Edgefolio 2013, Oslo (Norway), Seed	Developer of digital platforms for fund distribution and investor relations	$3.3M	Seedcamp, Simula Innovation & 3 others	39/100
4th	BlueFlame 2023, New York City (United States), Acquired	Developer of an AI platform for investment workflow management solutions	$5M	-	39/100
5th	WealthBlock 2018, Chicago (United States), Seed	AI-powered platform elevating investor experience for private fund managers	$250K	Human Capital Development, The Holt Xchange	37/100
6th	Data Points LLC 2005, United States, Funding Raised	Provider of behavioral assessments for financial professionals	-	-	32/100
7th	Balentic Denmark, Unfunded	Developer of software tools for managing private market investment workflows	-	-	26/100
8th	Causeway Securities 2016, Belfast (United Kingdom), Unfunded	Provider of structured investment solutions, asset management, and bespoke solutions	-	-	25/100
9th	Investclearly 2023, Portland (United States), Seed	Network facilitating due diligence reviews for private real estate investments	$100K	-	23/100
10th	Moneyball 2024, New York (United States), Unfunded	Provider of AI platform for investment banking and SPV sponsors	-	-	21/100