Data Points LLC

United States Founded: 2005 • Age: 21 yrs
Behavioral assessments for financial professionals are provided.
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About Data Points LLC

Data Points LLC is a company based in United States founded in 2005.. Data Points LLC offers products and services including Building Wealth Test, Investor Profile, RTQ Money Attitudes Test, and Wellness Test. Data Points LLC operates in a competitive market with competitors including WealthBlock, Arch, BlueFlame and FollowInvest, among others.

  • Headquarter United States
  • Sectors
    Technology
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Datum Point, Llc
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
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Products & Services of Data Points LLC

Data Points LLC offers a comprehensive portfolio of products and services, including Building Wealth Test, Investor Profile, RTQ Money Attitudes Test, and Wellness Test. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Evaluates client behaviors for effective wealth building strategies.

Analyzes investor risk tolerance and financial personality traits.

Measures attitudes towards money saving and spending habits.

Assesses financial wellness and related psychological factors.

People of Data Points LLC
Headcount 1-10
Employee Profiles 2
Employee Profiles
People
Tim Fallaw
General Counsel

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Teams

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Funding Insights of Data Points LLC

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by Data Points LLC

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Data Points LLC

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Data Points Llc Comparisons

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Competitors of Data Points LLC

Data Points LLC operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as WealthBlock, Arch, BlueFlame and FollowInvest, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Capital raising is enabled via white-labeled platform for private markets.
domain founded_year HQ Location
A digital platform for administering private investments is provided.
domain founded_year HQ Location
Generative AI platform for alternative investment managers
domain founded_year HQ Location
Digital platform streamlining private equity operations and investor management services.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Data Points Llc

Frequently Asked Questions about Data Points LLC

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.

What does Data Points LLC do?

Data Points LLC was founded in 2005 in the United States. Behavioral assessments targeted at financial professionals are offered within the financial psychology sector. These tools, grounded in psychometric and financial psychology research, reveal client attitudes toward money, risk tolerance levels, and wealth-building patterns. Insights derived from studies on affluent groups are utilized to support tailored advisory coaching and enhance client financial outcomes.

Who are the top competitors of Data Points LLC?

Data Points LLC's top competitors include Arch, BlueFlame and WealthBlock.

What products or services does Data Points LLC offer?

Data Points LLC offers Building Wealth Test, Investor Profile, RTQ Money Attitudes Test, and Wellness Test.

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