Tier 1Largest Dataset
Broad Middle-Market Pack
1,203 households representing the full US middle-market financial landscape.
Overview
Most financial technology products serve the middle market, yet testing data rarely reflects its true diversity. This dataset provides 1,203 households spanning the full US middle-market financial landscape: dual-income families, single parents, young professionals, near-retirees, and everything in between. Covers all income bands ($30K–$500K), family structures, geographic diversity, and life stages. The broadest coverage dataset in the WealthSynth catalog.
What's Inside
1,203 households across all income bands ($30K–$500K annual income)
All major family structures: single, married, divorced, widowed, domestic partner
Full life stage coverage: early career, family formation, peak earning, pre-retirement
Geographic diversity: urban, suburban, rural, and regional income variations
71 distinct financial archetypes with behavioral and demographic variation
96-month longitudinal sequences per household
Use Cases
Broad-coverage financial product testing
Machine learning model training for financial applications
Platform QA across diverse household profiles
Market segmentation and product development research
Ideal Buyers
Financial planning software vendorsConsumer fintech platformsInsurance carriersRetail banks and credit unions
Example firms: Intuit Mint, Personal Capital, Betterment, SoFi, Ally Financial
Tags
Middle MarketBroad CoverageDiverse HouseholdsFinancial PlanningModel Training
Minimal Deviation from Base Corpus
Directly derived from the base corpus with minimal re-tagging. Available immediately.
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