Finantrix
WealthSynth/Broad Middle-Market Pack
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
$6,500
One-time license
1,203 synthetic households
Annual refresh: $2,000/yr
Tier 1 package
Minimal deviation from base corpus
Included in Download
JSON
Executive Brief PDF
25 free sample households included
Talk to Sales

Enterprise licensing and custom corpus options available. Contact us for volume pricing.

Minimal Deviation from Base Corpus

Directly derived from the base corpus with minimal re-tagging. Available immediately.

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About WealthSynth

WealthSynth is Finantrix's catalog of synthetic household datasets — privacy-safe test data for wealth-management, compliance, and RegTech teams, built from a documented base corpus across 31 tiered packages.

Browse all WealthSynth packages →
Good to Know
Bundle B14 · rank #14 of 31
JSON format
25 free sample households before you buy
Includes an executive brief PDF
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