Finantrix
WealthSynth/High-Income Professional Pack
Tier 1

High-Income Professional Pack

376 high-income households ($200K–$1M+) with tax complexity and wealth accumulation scenarios.

Overview

High-income professionals face a distinct set of financial planning challenges: AMT exposure, NIIT, backdoor Roth contributions, mega backdoor Roth, deferred compensation elections, and equity compensation complexity. This dataset provides 376 households with incomes of $200K–$1M+ and the tax and planning complexity that comes with high-income status.

What's Inside

376 households with annual income $200K–$1M+ across professions
Equity compensation: RSUs, ISOs, NQSOs, and ESPP with vesting schedules
Deferred compensation: 457(b), NQDC, and executive benefit plans
Backdoor Roth and mega backdoor Roth contribution scenarios
AMT exposure, NIIT, and SALT deduction limitation scenarios
Charitable giving strategies: bunching, DAF, and appreciated asset donations

Use Cases

High-income tax planning software testing
Equity compensation modeling tool QA
Deferred compensation election scenario validation
Charitable giving strategy algorithm testing

Ideal Buyers

Tax planning software vendorsHigh-income advisory platformsEquity compensation specialistsRIA technology firms

Example firms: Holistiplan, Equity Bee, Carta, Fidelity Private Wealth, Merrill Private Wealth

Tags
High IncomeTax PlanningEquity CompensationDeferred CompensationAMT
$4,500
One-time license
376 synthetic households
Annual refresh: $1,300/yr
Tier 1 package
Low 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.

Low Deviation from Base Corpus

Requires light re-tagging and documentation. Available within 1–2 weeks of order.

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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 B19 · rank #19 of 31
JSON format
25 free sample households before you buy
Includes an executive brief PDF

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