Give your clients a discovery process worth talking about.
From understanding how your clients make financial decisions to compliant risk profiling, you'll have an expert read on every client — no behavioral finance degree required. Adapts to your advice workflow.
Win trust faster. Accelerate trust and lift advice-acceptance rates.
Differentiate at scale. As AI takes on an advisor's workload, lead on what it can't replicate — human understanding.
Turn every touchpoint into top-of-funnel. Warm, engaged, organic leads at any stage.
Know how clients will react before markets move. Cohort-level insights, built in.
Keep clients for generations. A profile the whole family shares — so relationships pass down, not away.
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Founder intro
The most powerful, all-in-one solution for client discovery.
What advisors say
Real results from real advisors.
Peita Diamandtidis
Founder & Advisor
Caboodle Financial
Peita shares her experience using MoneyMind as both a lead-gen tool and a behavioral layer within her firm's advice workflow. The results: a 90% prospect opt-in rate and a 55% conversion-to-meeting.
3 mins
Rachael Yurko
Founder & Advisor
Thrive Financial
Rachael shares her search for something beyond a standard risk profile, and reveals how MoneyMind has significantly enhanced her client conversations, building trust and increasing advice-acceptance rates.
3 mins
John Stallman
Founder & Advisor
PlanningIQ + SuperAdvice
John shares how his firm embeds MoneyMind across their social media, website, and digital advice journey — as both a lead-gen and behavioral layer within their advice workflow.
3 mins
James Trethewie
Financial Advisor
LCI Partners
James shares how he's replaced his firm's traditional risk profile with MoneyMind's powerful insights, which have improved engagement, advice acceptance, and the conversations he has with clients.
3 mins
Natallia Smith
Founder & Advisor
TruWealth Advice
Natallia shares how she uses MoneyMind as a behavioral layer to help women shift their financial mindset, addressing the patterns and blocks that are holding them back.
