Tier 2
Concentrated Equity & Equity Compensation Pack
102 households with concentrated stock positions and equity compensation complexity.
Overview
Concentrated equity management is one of the highest-value services in wealth management. This dataset provides 102 households with concentrated stock positions representing 20–80% of net worth, equity compensation portfolios with active vesting schedules, and diversification strategy scenarios including exchange funds, charitable remainder trusts, and staged liquidation plans.
What's Inside
102 households with concentrated equity positions (20–80% of net worth)
RSU, ISO, NQSO, and ESPP portfolios with vesting schedules and blackout periods
10b5-1 plan scenarios with trading windows and volume constraints
Diversification strategies: exchange funds, CRTs, charitable gifts, staged liquidation
Tax optimization scenarios: QSBS exclusion, 83(b) elections, NQ spread management
Insider trading compliance scenarios with pre-clearance requirements
Use Cases
Concentrated equity management platform testing
Equity compensation modeling tool QA
10b5-1 plan compliance algorithm validation
Diversification strategy scenario modeling
Ideal Buyers
Equity management platformsConcentrated position advisory firmsCorporate equity plan administratorsCompliance technology vendors
Example firms: Equity Bee, Carta, Morgan Stanley at Work, Fidelity Stock Plan Services, Solium
Tags
Concentrated EquityEquity CompensationRSUISO10b5-1
Moderate Deviation from Base Corpus
Requires additional data layers or modeling. Typical delivery 2–4 weeks.
Other Tier 2 Packages
Investment Portfolio Analytics Pack
461 households with diversified investment portfolios for analytics platform testing.
$3,500
Estate Planning & Wealth Transfer Pack
155 high-net-worth households with complex estate structures for planning software testing.
$3,500
Cryptocurrency & Digital Asset Pack
40 households with crypto-native financial profiles for digital asset platform testing.
$3,000