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.
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 →Live Sessions
Facilitated workshops and team debriefs that bring the profiles to life — in person or virtual, sized to your group.
Plan a session →Books & Resources
Our book, guides, and tools for going deeper on social wealth — everything beyond the inventory and consulting, in one place.
Browse resources →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.
Going deeper on social wealth.
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 notifiedYour 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