Finantrix
WealthSynth/Concentrated Equity & Equity Compensation Pack
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
$5,000
One-time license
102 synthetic households
Annual refresh: $1,500/yr
Tier 2 package
Moderate 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.

Moderate Deviation from Base Corpus

Requires additional data layers or modeling. Typical delivery 2–4 weeks.

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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 B20 · rank #20 of 31
JSON format
25 free sample households before you buy
Includes an executive brief PDF
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