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
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.
