The Social Wealth Inventory

Reveal group dynamics. Strengthen culture. Lead with clarity.

The Social Wealth Inventory (SWI) is an evidence-based assessment that makes the often-invisible dynamics of trust, connection, and collaboration measurable. It is the primary tool we use at Social Wealth Builders to help leaders understand how social wealth is created and sustained in their teams and organizations.

The SWI measures four core dimensions of behavior:

• Relational Depth — how individuals form trust and connection, either through deep, lasting bonds or broad, diverse networks.
   
• Motivational Drive — what inspires people to act, whether guided by personal values or collective responsibility.
   
• Sensemaking Style — how people interpret complexity and tension, balancing the need for stability with the drive for change.
   
• Contextual Flexibility — how consistently people show up across different settings, and when adaptability or alignment matters most.
   

Every participant receives an individual Social Wealth Profile (SWP), which provides a clear, personalized view of how they build trust, engage with purpose, and navigate complexity. The SWP can be used as a standalone tool for personal growth and leadership development, helping individuals increase self-awareness, improve collaboration skills, and build more intentional connections.

For teams and organizations, we take SWI data further by creating group assessments and organizational reports that reveal collective strengths and relational gaps. These insights equip leaders to design strategies that strengthen culture, inclusion, and resilience.