Drive Financial Wellness By Discovering Financial Personality

Positivly is a personalized advice platform to help advisors enhance outcomes and client engagement.

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Positivly For Individuals

Discover Your Financial HappinessTM

Positivly helps individuals discover their dominant personality traits, the investing themes they care about most and get matched with compatible advisors based on their unique financial personality.

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Purpose--invest to find a deeper sense of meaning and purpose.


Touch--link investing and our desire for meaningful relationships.


Security--invest to provide physical security and peace of mind.


Viewpoints--Invest in themes you see changing the world.

Positivly For Advisors

A Personalized Advice Platform To Drive Growth

Positivly is a proprietary framework that discovers a client's financial personality and creates better engagement. The end-to-end platform can help advisors act on these findings and build hyper-personalized portfolios. Additional features include risk assessment and compatible prospect matching.

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