The Social Wealth Inventory

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Social wealth is the value people create together — the trust, motivation, and shared understanding that make collaboration work. The Social Wealth Inventory (SWI) maps the patterns you bring to it: how you build trust, sustain motivation, and make sense of complexity in relationship with other people.

The SWI is drawn from peer-reviewed research, Dr. Julia Carboni's own research on collaboration and networks, and the practitioner experience of both founders. Anyone can take it as an individual. Teams and organizations can take it together for aggregated reporting.

You take a short online questionnaire — about 15 minutes. Behind the scenes, your responses are scored across three dimensions and one additional measure that together combine to create your Social Wealth Profile.

The three dimensions

• Relational Depth  — whether you build trust through deep, long-term relationships or through broader, more diverse networks.
• Motivational Drive  — whether what drives you sits closer to your own values or to a sense of collective responsibility.
• Sensemaking Style  — whether you tend to stabilize what already works or challenge it toward something new.

Plus one additional measure

• Contextual Flexibility  — how consistently you show up across different settings, from the office to at home.

Together, these produce your profile type: one of eight distinct ways people build social wealth.

1. Anchor — Steady, trusted, foundational.

• Catalyst — Igniting ideas, sparking change.
• Connector — Weaving relationships, bridging worlds.
• Ethicist — Grounding integrity, holding the line.
• Firestarter — Fueling momentum, challenging limits.
• Harmonizer — Building cohesion, sustaining trust.
• Steward — Tending the long view, protecting what matters.
• Torchbearer — Lighting the way, mobilizing vision.

Each profile reflects a different combination of the three dimensions. No type is better or worse — but each brings different strengths and different challenges, especially under pressure.

Other assessments tells you how you think. The SWI tells you how you collaborate.

MBTI, the Enneagram, CliftonStrengths, and DiSC infer how you'll work with others from your personality, traits, or strengths*. The SWI measures it directly — the patterns you bring to relationships, teams, and the moments when collaboration matters most.

That makes the SWI a useful complement to the assessments you may already use. Use MBTI or Big Five to understand how people think. Use StrengthsFinder to understand individual capabilities. Use the SWI to understand how all of that plays out in a group.

Most people take the SWI to lead and work better with the people around them. It's especially useful when you're stepping into a new role, navigating a difficult team, managing through change, or trying to understand why some collaborations click and others stall. Your profile gives you a clearer read on how you build trust, what motivates you, and where you tend to either lift or strain the people you work with.

Two report formats are available:

Core Profile

A personalized, professionally branded report that identifies your profile type and walks you through how it shows up in real relationships and work — your scores across all three dimensions, your Contextual Flexibility pattern, your signature strengths, the tensions to watch for, how your profile shows up beyond work, and a reflection worksheet for applying what you learn.

Best for: anyone who wants a clear read on themselves without a deep dive.

In-Depth Profile

Everything in the Core Profile, plus substantially more: how your profile shows up in teams and under pressure, detailed pairings with each of the other seven profile types, work contexts where your profile thrives, expanded strengths and tensions with real-world examples, and guidance for applying your insights at three levels — individual, team, and organizational. Coaching-ready structure designed to stay useful for months.

Best for: leaders, coaches, HR professionals, and anyone navigating a serious leadership or team moment.