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 notifiedSocial Wealth Builders