wealthschema
wealthschema/archetypes/n-02-esg-values-based-investor
N-02NicheAccumulationhigh tax complexity

ESG / Values-Based Investor

Investor who screens for ESG criteria, faith-based exclusions, or impact investing. May sacrifice returns for values alignment.

Fintech builders, financial software makers, and compliance teams use the N-02 — ESG / Values-Based Investor archetype across six of WealthSchema's synthetic household data sets to model households matching the ESG / Values-Based Investor archetype without exposing real customer PII.

Age Range
35–60
Net Worth
$1M–$5M
Cohort
Niche

Schema fields covered

Every N-02 household ships with — at minimum — these JSON fields populated. The full schema is documented in the data set you purchase.

members[].age
income.combined_gross
net_worth.total
filing_status
accounts.taxable.lots[].acquisition_date
accounts.taxable.lots[].cost_basis
accounts.taxable.lots[].unrealized_pnl
taxes.wash_sale_flags
Crypto-Heavy PortfolioProfessional Athlete / Entertainer

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