Pre-built. No PII. Compliance-ready.
1,451 statistically calibrated synthetic households, organized into 30 purpose-built Wealth Data Sets plus the WealthSynth Master Corpus. Download the ZIP, drop the JSON straight into your compliance engine, planning tool, or ML pipeline.
{
"household_id": "syn_A-01_0017",
"archetype": "young-family-first-home",
"net_worth": { "total": 312500, "liquid": 38000 },
"income": { "w2_combined": 215000, "effective_tax_rate": 0.21 },
"trajectory": { "months": 96, "start": "2024-01", "end": "2031-12" }
}Every household is statistically calibrated against real-world wealth distribution data, schema-documented field by field, and shipped in formats your stack already speaks.
Statistically distinct household profiles spanning Formation through Transfer life stages.
Every Data Set ships in JSON and CSV by default. Parquet on most packages and on request. Drop into pandas, Spark, or your ORM directly.
Fully synthetic. No real individuals, no GDPR exposure, no data use agreements.
Every field is documented with type, range, and derivation logic. No guessing.
From college students to multi-generational dynasty trusts.
Twelve archetypes across every life stage and wealth tier — from new grads through dynasty grantors. The full /archetypes index lists all 71.
Recent college graduate in a tech role, high income relative to peers, significant student debt, renting in HCOL city, beginning to invest.
DINK household, both working professionals, combining finances, saving for a home purchase, beginning to build wealth.
Married couple with 1–2 young children, recently purchased first home, juggling mortgage, childcare costs, and retirement savings.
Mid-level tech employee with significant RSU/option grants, concentrated stock position, AMT exposure, high base salary.
Senior corporate executive, deferred compensation, NQSO, large equity stake, complex tax situation, estate planning needs.
Active real estate investor with 3–8 rental properties, depreciation, 1031 exchanges, leveraged portfolio.
HNW household, family office candidate, complex estate plan, GRATs, irrevocable trusts, private equity exposure.
Corporate employee 5 years from retirement, pension + 401k, Social Security optimization, healthcare bridge planning.
Financial Independence / Retire Early adherent, retired in 40s–50s, 4% rule, Roth conversion ladder, ACA planning.
Retiree navigating RMDs, Medicare Part D, long-term care considerations, QCDs, estate simplification.
HNW individual actively engaged in estate planning, irrevocable trusts, gifting strategies, charitable vehicles.
Owner of a profitable LLC or S-Corp, taking reasonable salary plus distributions, QBI deduction, solo 401k or SEP-IRA, mixing personal and business finances.
Each Data Set is a curated slice of the 1,451-household corpus, scoped to one job-to-be-done — Reg BI suitability, tax-loss harvesting, retirement income sequencing, and 27 more. ZIP download + Methodology PDF, every time.
130 synthetic households tuned for Reg BI suitability testing — concentrated holdings, age 75+, recent inheritance, cognitive decline markers, and risk-mismatch flags. Each record carries the eligibility triggers required to exercise broker-dealer supervisory workflows end to end.
270 households with monthly cash-flow models including income shocks, expense spikes, and liquidity-stress scenarios. Variable-income earners, single parents, gig workers, distressed mortgages, and post-divorce rebuild cases. Each household has 96 monthly snapshots.
130 affluent and HNW households with detailed fee structures: AUM-based advisory fees, tiered breakpoints, fund expense ratios, transaction costs, and tax-drag estimates. Includes complex fee arrangements (multi-firm, family-office, performance-based).
Building a synthetic household generator in-house is a six-month detour. Create an account, browse the catalog, and download a Wealth Data Set your auditors can approve in an afternoon.