Social Wealth Builders
Help your team learn to work together.
Social wealth is the trust and shared understanding that make collaboration actually work. The SWI reveals the patterns your people bring — so you can lead them better.
Other assessments tell you how you think. The SWI tells you how you collaborate.
Eight profiles, one clearer picture
Everyone builds social wealth differently. The SWI identifies which relational profile best describes you.
Lead and work better with the people around you
Ideal for anyone stepping into a new role, navigating a tough team, or managing through change.
Take the Inventory →See why your team thrives — or stalls
Aggregated team reports for HR leaders, executives, and consultants who want a sharper picture of the people side of their work.
Talk to us about team reports →What makes the SWI different
Other assessments guess how you'll collaborate from personality. The SWI measures it directly.
Drawn from peer-reviewed research and two decades of the founders' practice.
Patterns you can recognize, work with, and shift over time — not just a label.
Bring the SWI to your team
Let's talk about where your people work well together — and where they could work better.
Book a conversationThe value people create together.
Social wealth is the trust, relationships, and shared understanding that turn capable people into a team that actually performs — the functional know-how no competitor can copy. The SWI makes it visible and measurable.
Three dimensions, eight profiles
The SWI is built on three dimensions of how people show up with others. Each is a spectrum — no end is better than the other — and the combination produces eight distinct profiles. These are tendencies, not boxes.
How people build trust: a smaller set of deep, high-trust bonds, or a wide network of connections across groups and boundaries.
What sustains engagement: personal values and independent conviction, or shared goals and the energy of collective momentum.
How people read tension and change: a signal to steady and align the group, or a signal to confront what's being avoided.
Your profile is only part of the picture
The SWI also measures how consistently you show up across personal and professional settings. A wide gap often says less about you and more about whether your environment feels comfortable enough to bring your whole self.
Shows up the same everywhere — consistent and predictable.
Small, natural shifts by setting — the most common pattern.
A clear gap between personal and professional selves.
Large gaps — often a sign the environment feels unsafe.
Very large gaps — benefits most from coaching support.
When several people show large gaps, it's usually not about individual adaptability — it's a signal about team climate. The fix isn't asking people to "be more authentic." It's changing the conditions that make authenticity feel costly.
How the inventory works
You answer a focused set of questions about how you actually show up with others. The SWI reads your responses across the three dimensions and returns the profile pattern that best describes you.
When a whole team takes it, the profiles aggregate into a picture of why you thrive in some conditions and struggle in others — and what to do about it.
Who it's for
Two decades of research and experience, one practical tool
We've spent years studying what makes teams work — and just as long leading them. The SWI puts both to work for you: grounded in evidence, built for how teams actually operate.
Social Wealth Builders
Social Wealth Builders is a Seattle-based company founded on a simple observation: every organization runs on two operating systems. The visible one is org charts, metrics, and plans. The invisible one is the trust, connection, and shared purpose that decide whether the visible one actually works.
We build tools that make that invisible system visible and workable — so leaders can strengthen how their people collaborate, not just what they produce.
Our assessment of how people build trust, what drives them, and how they handle tension — for individuals and whole teams.
Aggregated team reports, leader editions, and facilitated debriefs that turn results into shared language and next steps.
Our publishing arm, home of Social Wealth: A Leader's Guide and the WISE Method.
How do people build trust? What makes some teams adaptive and others brittle? We built the SWI to put those answers in the hands of leaders making real decisions.
Four ways to build social wealth
Start with the inventory, or bring us in to work alongside your team. Most engagements blend the two.
Social Wealth Inventory
The core assessment. Take it for yourself, or roll it out across a team for an aggregated report leaders can act on.
Take the inventory →Consulting
We work with you to turn SWI results into change — coaching leaders, redesigning how teams collaborate, and navigating transitions.
Book a conversation →Team Reports
Team Read and Team Read Plus: individual reports for every member, an aggregated team report, and a facilitated debrief that brings the profiles to life.
See packages & pricing →Books & Resources
Our book, guides, and tools for going deeper on social wealth — everything beyond the inventory and consulting, in one place.
Not sure where to start?
Tell us about your team and we'll point you to the right first step.
Get in touchLet's connect.
Tell us about your team or what you're trying to solve. We'll get back to you to figure out the right next step together.
We'll be in touch shortly at the email you provided.
Take the Social Wealth Inventory
A focused, 15-minute assessment. You'll get a personalized report on how you build trust, what drives you, and how you navigate tension — delivered straight to your inbox.
Your Social Wealth Profile, clearly explained — best for a clear read on yourself without a deep dive.
Everything in Core, significantly expanded — for people who want to do real work with what they learn.
Inventories for your whole team, plus an aggregated report and a facilitated debrief.
What happens after you pay
Check out in seconds with Stripe — card or digital wallet.
Your personal inventory link arrives within minutes.
Finish the inventory and your profile report lands in your inbox.
Social Wealth Press.
Our book, guides, and practical tools for leaders and teams — everything beyond the inventory and consulting.
The Book
The leader's guide to building social wealth — the framework, the eight profiles, and the practices, in one place.
Guides & Worksheets
Downloadable tools for applying the profiles with your team — facilitation guides, reflection prompts, and more.
Articles
Short, practical writing on collaboration, trust, and leading teams through change.
Resources are on the way
We're building these out now. Want to know the moment they're live? Drop us a line and we'll keep you posted.
Get notifiedSee how your team actually collaborates.
A team assessment that shows how your people work together under pressure. Aggregated team reports plus a facilitated debrief, so you can lead them better.
Most teams measure how people think. Few measure how they work together.
Personality and strengths tools tell you about individuals. The Social Wealth Inventory measures the thing that actually determines whether a team thrives: how its people build trust, what drives them, and how they make sense of tension together.
What a Team Read includes
Every member receives their own full In-Depth report.
A leader deliverable showing the group's full relational picture.
A private edition for leading this specific mix of profiles. Add a facilitated debrief with Team Read Plus.
Who it is for
The Social Wealth Inventory is a development and reflection tool for teams, not a hiring or screening instrument.
Pricing overview
Up to 10 members ($150 per added member). In-Depth reports for all, plus the Team and Leader Editions.
See what's included →Everything in the Team Read, plus a facilitated debrief session with an SWB founder.
See what's included →Bring a Team Read to your group
Tell us about your team and we will map the right starting point together.
Book a callTeam Read and Team Read Plus
Clear packages with real inclusions and starting prices, so you know exactly what you are getting before you book.
What happens after you book
Working through real friction? Planning something bigger? We offer multi-session team engagements built on the WISE Method, department and organization-wide programs, keynotes, and advisory retainers. Contact us to scope the right engagement.
Frequently asked
No. The SWI is a development and reflection tool for teams and individuals, not a hiring or screening instrument.
Team Read covers up to 10 members, with additional members at $150 each. For bigger engagements, book a call and we will scope it with you.
It draws on peer-reviewed research, including Dr. Julia Carboni's own published research, and the practitioner experience of both founders.
The Social Wealth Inventory as an MBTI® alternative for teams
If you are looking for an MBTI® alternative for your team, here is how the Social Wealth Inventory compares. The MBTI® assessment is a widely used and well-loved tool for understanding personality preferences. The SWI asks a different question: not how people think, but how they collaborate.
What each measures
Personality preferences: how a person perceives the world and makes decisions, expressed as one of sixteen types. Strong for self-understanding and appreciating individual differences.
Collaboration behavior: how a person builds trust, what sustains their engagement, and how they handle tension. One of eight relational profiles that aggregate into a picture of the whole team.
Why they complement each other
Many teams that use the MBTI® assessment also use the SWI, because the two answer different questions. Type explains why two people approach the same problem differently. The SWI explains what happens between them when they work on it together: where trust forms, where effort points, and how tension gets handled.
If your team already shares a type vocabulary, the SWI adds the collaboration layer on top of it rather than replacing it.
When to reach for the SWI on team work
The Social Wealth Inventory is a development and reflection tool for teams and individuals, not a hiring or screening instrument.
The SWI draws on peer-reviewed research, including Dr. Julia Carboni's own published research, and the practitioner experience of both founders.
See how your team collaborates
MBTI is a registered trademark of The Myers-Briggs Company. DiSC is a registered trademark of John Wiley & Sons, Inc. CliftonStrengths is a trademark of Gallup, Inc. Social Wealth Builders LLC is not affiliated with, endorsed by, or sponsored by these organizations.
The Social Wealth Inventory as a DiSC alternative for teams
If you are considering a DiSC alternative for your team, here is how the Social Wealth Inventory compares. DiSC is a respected tool for understanding behavioral style and communication preferences. The SWI focuses on something adjacent but different: how people build trust and collaborate under real conditions.
What each measures
Behavioral style: how a person tends to communicate, pace their work, and respond to their environment, mapped across four styles. Strong for improving one-to-one communication.
Relational patterns: how a person builds trust, what motivates their engagement, and how they respond to tension, aggregated into a picture of how the whole team functions together.
Where they overlap, and where the SWI adds a collaboration lens
Both tools help people work together better, and both give teams a shared vocabulary. The overlap is real: communication style shapes collaboration. The difference is the unit of analysis. DiSC describes each individual's style. The SWI also measures the relational layer between people, including trust-building, motivation, and how the group handles tension, and rolls it up into a team-level picture with a facilitated debrief.
Teams that know their DiSC styles often use the SWI to see why the same styles click in one pairing and grind in another. The two work well together.
How to use them together
The Social Wealth Inventory is a development and reflection tool for teams and individuals, not a hiring or screening instrument.
The SWI draws on peer-reviewed research, including Dr. Julia Carboni's own published research, and the practitioner experience of both founders.
See how your team collaborates
MBTI is a registered trademark of The Myers-Briggs Company. DiSC is a registered trademark of John Wiley & Sons, Inc. CliftonStrengths is a trademark of Gallup, Inc. Social Wealth Builders LLC is not affiliated with, endorsed by, or sponsored by these organizations.
The Social Wealth Inventory as a CliftonStrengths alternative for teams
If you are looking for a CliftonStrengths alternative for your team, here is how the Social Wealth Inventory compares. CliftonStrengths is excellent at naming what each person naturally does best. The SWI answers the question that comes next: how those people actually work together.
Individual talents versus team collaboration
Individual talents: the themes a person naturally leads with, ranked from a set of 34. Strong for helping individuals lean into what they do best.
Team collaboration: how each person builds trust, what drives them, and how they handle tension, combined into a team-level picture of where the group thrives and where it stalls.
Why the two pair well
A team can know everyone's top strengths and still struggle, because talents describe individuals while collaboration happens between them. Pairing CliftonStrengths with the SWI connects the two: strengths explain what each person brings, and the SWI shows how those contributions combine, where trust is strong, and where the group's relational mix leaves gaps.
When the SWI is the better starting point for a team
The Social Wealth Inventory is a development and reflection tool for teams and individuals, not a hiring or screening instrument.
The SWI draws on peer-reviewed research, including Dr. Julia Carboni's own published research, and the practitioner experience of both founders.
See how your team collaborates
MBTI is a registered trademark of The Myers-Briggs Company. DiSC is a registered trademark of John Wiley & Sons, Inc. CliftonStrengths is a trademark of Gallup, Inc. Social Wealth Builders LLC is not affiliated with, endorsed by, or sponsored by these organizations.
Social Wealth
A Leader's Guide to Building Trust, Connection, and Shared Purpose
Understanding the eight Social Wealth Profiles and how to use them in your organization.
By Julia L. Carboni, Ph.D., and Darren J. Carboni, MBA
The complete guide to the Social Wealth framework
Social Wealth is the practical companion to the Social Wealth Inventory: the full framework behind the three dimensions and eight profiles, and a working manual for using them with a real team. It covers how the profiles form, how they shift across settings, and how to lead each one well.
It also introduces the WISE Method for preserving trust under pressure, and closes with ten ready-to-use team tools, from a Team Profile Map to a Tension Conversation Facilitator Guide.
What's inside
What social wealth is, how the profile works, the eight profiles at a glance, contextual flexibility, and the WISE Method.
A full chapter on each of the eight profiles, from the Anchor to the Torchbearer: strengths, growth edges, and how to lead them.
Reading your team's composition, navigating productive tension, common leadership scenarios, and what not to do.
Building social wealth as organizational culture, plus ten appendix tools your team can use right away.
Who it's for
The Social Wealth Inventory and Profiles are educational and developmental tools, not psychological assessments or hiring instruments.
Get the book
Available in paperback and ebook. Read it alongside your own Social Wealth Profile for the full picture.
Your privacy, plainly stated
Effective January 1, 2026 · Social Wealth Builders LLC
This policy explains what we collect when you use the Social Wealth Inventory and our website, how we use it, and the choices you have. We aim to collect only what we need to deliver your profile and, for team engagements, the reports your organization has requested.
Information we collect
- Information you provide: your name, email address, and your answers to the inventory. For team engagements, the organization and team you were invited under.
- Payment information: processed by Stripe. We receive confirmation of payment and your email — we never see or store your full card details.
- Technical information: basic, standard web/server logs needed to operate the site securely.
How we use your information
- To generate your personalized Social Wealth Profile and deliver it to you.
- For team engagements, to produce aggregate team reports and a leadership summary. These share your profile type with your team and leader; your detailed individual results remain private to you, and contextual-flexibility detail is shown only to designated leaders — as disclosed and consented to before you begin.
- To send communications related to the tool (e.g. your results and delivery notices).
- To improve the quality and accuracy of our tools through aggregated, de-identified research — only if you opt in.
How your information is shared
We do not sell your personal information, and we do not share identifiable data for third-party marketing. We use a small set of trusted service providers to run the service, each handling only what's needed:
- Stripe — payment processing.
- Supabase — secure database and hosting of responses and results.
- Resend — delivery of your results and related emails.
- Report generation — a document-conversion provider used to render your report file.
For team engagements, aggregate results are shared with your organization's designated leader as described above and consented to before you begin.
Data retention & your choices
Your participation is voluntary and you may stop at any time. We retain your data for as long as needed to provide the service and, where you've consented, for aggregated research. You may request access to, correction of, or deletion of your data at any time by emailing data@socwealthbuilders.com. We will honor deletion requests promptly, subject to any legal record-keeping obligations.
Security
Your responses are stored securely with access controls and row-level security so that only authorized administrators can view results. No method of transmission or storage is perfectly secure, but we take reasonable measures to protect your information.
Children
The Social Wealth Inventory is intended for adults in professional and organizational settings and is not directed to individuals under 18.
Changes to this policy
We may update this policy from time to time. Material changes will be reflected by an updated effective date on this page.
Contact
Questions about your privacy or this policy? Reach us at connect@socwealthbuilders.com or, for data requests, data@socwealthbuilders.com.
Terms of Service
Effective January 1, 2026 · Social Wealth Builders LLC
By purchasing or using the Social Wealth Inventory or this website, you agree to these terms. Please read them carefully.
The service
The Social Wealth Inventory is an educational, self-reflection tool that produces a relational profile and related reports. It is not a psychological assessment, diagnostic instrument, or a substitute for professional advice in mental health, human resources, organizational development, or any other field.
Purchases & team engagements
Individual inventories are purchased through Stripe at the prices listed at checkout. Team and organizational engagements are arranged directly and invoiced separately. Each invited participant enters their own name and email; individual reports are delivered only to the participant, while profile-type information is included in aggregate team and leadership reports as disclosed at the start of the inventory.
Acceptable use
You agree to provide accurate information, to use the tool for its intended reflective purpose, and not to misuse, resell, reverse-engineer, or attempt to disrupt the service. Personal survey links are unique to the individual taking the inventory.
Intellectual property
The Social Wealth framework, the inventory, and all report content are the property of Social Wealth Builders LLC. Your personal profile report is yours to keep and share as you wish; the underlying framework and materials may not be copied, redistributed, or used to create derivative assessments without permission.
Disclaimer of warranties
The tool and reports are provided "as is." Social Wealth Builders LLC makes no representations or warranties — express or implied — regarding the accuracy, completeness, applicability, or fitness for a particular purpose of this tool or the resulting profile. You are solely responsible for how you interpret and apply your results.
Limitation of liability & indemnification
Completion of the inventory does not create any professional, advisory, therapeutic, or fiduciary relationship. To the fullest extent permitted by law, Social Wealth Builders LLC and its owners, employees, agents, and affiliates are not liable for any decisions, actions, or consequences arising — directly or indirectly — from your use of this tool or your profile. You agree to indemnify and hold harmless Social Wealth Builders LLC from any claims arising from your use or misuse of the information provided.
Refunds
Because results are generated immediately upon completion, refund requests are handled case by case. Contact us and we'll work with you.
Governing law & changes
These terms are governed by the laws of the State of Washington. We may update these terms from time to time; the effective date above reflects the latest version.
Contact
Questions about these terms? Reach us at connect@socwealthbuilders.com.
Social Wealth Builders