Key facts
- It has raised $700K; the latest was Seed Round ($700K) in Mar 2026.
- Status: Privately Held (backing).
- ·Watchlist + deal alerts for Shaping Wealth
- ·The full record, as it builds
Funding rounds
No funding rounds for Shaping Wealth are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Shaping Wealth
Developer of behavioral finance education software intended for financial advisory training. The company's platform provides online courses and behavioral research resources, enabling financial advisors to integrate psychology insights into client communication and planning.
- Sector
- Business Products and Services (B2B)
- HQ
- Chicago, IL, United States
- Founded
- 2020
- Website
- shapingwealth.com/
- Ownership
- Privately Held (backing)
Shaping Wealth doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Shaping Wealth shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Shaping Wealth in its N-PORT filings yet. We sweep new filings monthly.