AI behavioral intelligence CEOs use every day to coach leaders, optimize teams, and make smarter people decisions.
We aren't just a psychometric assessment, we turn that data into a daily strategic advantage.
Start by letting us analyze your forum's dynamics, then see what's possible.
Member Reviews
"We use Aptive Index as a core part of our recruiting and team strategy, and I honestly can’t imagine our company without it!
The AI insights into how people work best together are next level. We use it to confidently match assistants with clients, teammates with supervisors, and people with roles they will actually thrive in. The results are scary accurate, in a “how did you know that about me?” kind of way.
It does an incredible job highlighting strengths and growth areas in a way that feels human, constructive, and immediately useful. Aptive Index is not just a recruiting tool for us. It is an integral part of how we hire, build teams, and set people up for long term success."
-Emily LaRusch, Back Office Betties
"This tool is a game changer for people management. Something we use ALL the time. We have gotten a great ROI out of since implementing it in Spring of 2025."
-Brian Lang, Upside CFO
"Jason and the Aptive Index platform have been a game-changer for us. The pricing is more friendly, the platform more innovative, and the AI agent has even helped me understand my relationship with my key leaders and even my wife better than Culture Index ever did. Worth every penny.”
-Travis McAshan, GLIDE
"Aptive Index has become a powerful tool for how we build and grow our team. Going through the workshops with Jason to understand our individual profiles and how we work together was one of our team’s favorite experiences last year. It created a shared language, deeper trust, and better collaboration across the board.
We’ve also seen tremendous value using Aptive in the hiring process, especially getting deeper with candidates beyond the resume to ensure true alignment. And Aria, Aptive’s AI agent, has been a standout. It’s helped us translate insights into real application and integration for our company. Aptive Index has elevated how we hire, lead, and work together."
- Paige Velasquez Budde, Zilker Media
For 85 years, Broadway Bank has been a privately held, family-owned Texas bank committed to helping individuals, entrepreneurs, and businesses achieve their financial goals. Through personalized service, trusted relationships, and local decision-making, we provide tailored financial solutions that help our clients seize opportunities, navigate challenges, manage risk, and plan for the future. Our commitment is to build lasting relationships and support our clients' success through every stage of their personal and business journey.
Some of the financial solutions we offer are: Commercial Banking, Business Banking, Treasury Management, Merchant Services, SBA Lending , Commercial Real Estate Financing, Private Banking, Wealth Management & Trust Services, Personal Banking, Mortgage & Consumer Lending, and Insurance Services. Explore our full range of financial solutions on our website: https://broadway.bank/
Testimonals:
“We've been impressed by their robust services, regular check-ins, and a knowledgeable and responsive treasury management department. Mike Lancaster really meets us where we are and continuously recalibrates our landscape as we build—highly recommended.”
Naomi Jacobsen - Arrow Media, LLC
Creative Planning provides integrated wealth management and business services—bringing together tax, legal, investment, accounting, payroll, technology, and CFO expertise under one roof to help clients grow, protect, and transition their wealth and businesses with confidence.
First United Bank is a $17B local community bank in Austin, Texas, however the tailored products and services we offer are a byproduct of what we really focus on; to inspire and empower others to spend life wisely.
Member Reviews
"I've partnered with First United for both my business and personal banking over the past three years, and the experience has been nothing short of exceptional. Despite being a large institution, they deliver a genuine small-town feel. Every time I walk into the Bee Cave branch, I'm greeted by name—something you just don’t get at most banks.
What truly sets First United apart is how they look beyond the numbers. They take the time to understand not just the business, but the people behind it. That holistic approach has led to creative, flexible solutions that have helped move key deals forward. The level of access, responsiveness, and personal attention has been unmatched."
- Marc Cortez, Converge Medical Technology, LLC
GCS helps growing businesses run more securely and efficiently by providing managed IT, cybersecurity, and Microsoft cloud services aligned with their operational and growth goals.
Profit Doctor helps owner-led companies turn hidden profit into millions of dollars in incremental income and enterprise value. Ben Hansen bootstrapped a consulting and staffing firm to eight figures and 100 people, five straight years on the Inc. 5000, and got paid like an owner the entire time, not just at the end. Profit Doctor is the financial architecture he built to do it.
EO Member Testimonials:
Fix the profit engine first. Then growth gets easier, and far more profitable.
"We went from losing 10% to gaining 10% in profitability. Ben has an innate ability to cut through the fluff – he's direct, sometimes blunt, and that's one of his most valuable qualities."
Steve Strauss, CEO, Mend Services · EO Austin
"In 2024, on just under $2 million in revenue, I made less than 1% in net profit. Year to date – $1.5 million in revenue, almost 24% net profit."
Cliff Franklin, CEO, Sabre Integrated · EO New York
"I don't think that if I wasn't with the Profit Doctor, we would have gotten that line of credit. Mostly because we weren't really paying attention to what our business looked like from an outside perspective."
Robert De Los Santos, CEO, Sky High Party Rentals · EO Houston
"I was negative 10% and I grew to 10% positive."
Robert Boland, CEO, Vault Fine Art Services · EO Austin
"Doubling the revenue and 20 points of margin."
Anneli Scopazzi, CEO, Boulevard Recruiting · EO Austin
"Since working with Ben, we've doubled our revenue in just one year – from $2 million to $4 million. His guidance has impacted not only our current results but also sets us up for long-term growth."
Celeste Madison, CEO, Monroe & Weisbrod · EO Austin
The Morshed Group specializes in representing entrepreneurs and founders in all their residential and commercial real estate brokerage needs by solving their unique needs and challenges via our three strengths.
vcfo offers flexible consulting solutions to support businesses at every stage of their lifecycle, from startup and growth to maturity and turnaround. Our services include strategic planning, capitalization, financial management, M&A support, HR and Talent leadership and more. We design the plan and then roll up our sleeves to support execution.
Weaver provides integrated audit, tax, advisory, and wealth management solutions for founders with a single point of contact for your finance stack needs. We accelerate all facets of personal and professional life, helping businesses scale, mitigate risks, and optimize their personal financial growth through peer-trusted expertise.
Winstead is a full-service business law firm with nearly 300 attorneys who serve as trusted advisors to emerging, mid-market and large companies.
Member Reviews:
"Absolutely fantastic experience with Winstead. I've used them for corporate law, medical law, and employment law and every experience has been top notch. Ryan Valenza has been amazing to work with. Cannot recommend enough!!"
-Kara Hartl, Troy Medical
Accelerate Growth. Automate Intelligently. Scale with Confidence.
Xponential.Digital is a global digital transformation partner helping businesses unlock their full growth potential through strategy-led implementations and AI-driven solutions. We go beyond technology deployment - we engineer smarter systems that streamline operations, automate complex workflows, and reduce the friction that slows businesses down.
With deep expertise in Zoho, Odoo, Salesforce, and Automation Anywhere, we help organizations harness the full power of their CRM ecosystems — optimizing customer acquisition costs (CAC), accelerating sales cycles, and creating seamless experiences across every customer touchpoint. Whether you're consolidating platforms, integrating data pipelines, or building automation that scales, we bring the technical depth and strategic clarity to make it happen.
From first touchpoint to long-term retention - we help you grow smarter.
Industry-Deep. AI-Native. Built for What's Next.
doodleblue Innovations is a 15-year-strong technology partner trusted by startups, mid-market leaders, and global enterprises alike. We are a passionate team of engineers who solve complex, real-world business problems with simple, intelligent AI solutions designed for the industries that drive the world forward.
We bring focused expertise across Supply Chain & Logistics, Retail, Healthcare, IT, Telecom, Sports & Wellness, and Manufacturing - delivering AI-native applications that are purpose-built for the challenges each sector faces today and the opportunities ahead.
Our capabilities span the full business spectrum:
From the first line of code to the final user interaction, doodleblue covers every dimension of your digital journey.
Whether your priority is getting more out of your CRM, streamlining your ERP, or finding the right AI entry point for your business - both Xponential.Digital and doodleblue bring complementary, best-in-class expertise to the table. From platform implementation and automation to AI-native applications and industry-specific solutions, this partnership covers the full spectrum of what modern businesses need to operate smarter and scale faster.
If it touches AI, CRM, or ERP - we've got you covered, end to end.
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