The Social Wealth Inventory

The Social Wealth Inventory (SWI) is an evidence based assessment that makes the often invisible dynamics of trust, connection, and collaboration measurable. Developed by Dr. Julia L. Carboni, an expert in social networks and collaboration, it provides clear insight into how people work together. The SWI helps individuals and organizations understand how social wealth is created and sustained in teams, groups, and workplaces. 

For HR and organizational leaders, the Social Wealth Inventory offers a practical way to understand how people build relationships, what motivates them, and how teams navigate complexity together. For individuals, it provides a structured opportunity to increase self awareness, recognize personal patterns in collaboration, and build more intentional and effective relationships at work and beyond.

The Social Wealth Inventory measures four core elements of behavior that shape how people work together.

• Relational Depth focuses on how individuals form trust and connection, whether through deeper long term relationships or broader and more diverse networks.

• Motivational Drive examines what motivates action, including the balance between personal values and collective responsibility.

• Sensemaking Style looks at how people interpret complexity, change, and tension, and how they contribute to stability or momentum within teams.

• Contextual Flexibility assesses how consistently individuals show up across different settings, highlighting when alignment or adaptability matters most.

Every participant receives a personalized Social Wealth Profile that identifies their Social Wealth Profile type and provides a clear view of how they build trust, engage with purpose, and navigate complexity. Individuals can use their profile as a standalone tool for personal growth and leadership development, strengthening collaboration skills and building more intentional connections.

For teams and organizations, Social Wealth Inventory data can be aggregated to reveal collective strengths, shared patterns, and relational gaps. These insights support HR leaders and executives in designing strategies that strengthen culture, inclusion, and long term resilience. Aggregated team reports are also available.  Please contact us at connect@socwealthbuilders.com if you'd like information on a team report.

The Social Wealth Inventory is offered in two formats to meet different needs and levels of depth. The Core Profile provides a concise, summary level view of an individual’s Social Wealth Profile type and key patterns across the four elements. The In-Depth Profile builds on this foundation with expanded interpretation, deeper contextual insight, and tailored development guidance for those seeking a more comprehensive understanding.