High Net Worth Individuals: Survey on Financial Management

We're running a paid study on the financial routines and wealth management preferences of affluent individuals. This survey helps us map how market shifts influence personal investment strategies and asset allocation. Your input directly guides our understanding of modern wealth trends and banking expectations.

You will participate in a remote 20-25 minute async survey via your web browser. We will ask you to review multiple-choice questions regarding your general asset classes, banking relationships, and financial goals. You will provide brief written responses explaining the reasoning behind your primary investment choices. The entire process is self-paced and can be completed whenever convenient during the study window.

We are seeking high net worth individuals based in the United States to participate in this research. We welcome established investors, business owners, corporate executives, and independently wealthy participants. Candidates should be comfortable discussing their general approaches to asset management and financial planning.

• Complete a 20-25 minute remote survey on your financial management habits.
• Answer questions regarding your banking preferences and wealth strategies.
• Provide short written insights on what drives your investment decisions.
• Evaluate hypothetical scenarios related to asset allocation and risk tolerance.

• High net worth individual currently managing significant personal assets.
• Based in the United States.
• Comfortable answering general questions about financial goals and wealth strategies.
• Access to a computer or mobile device to complete an async online survey.

• You will be engaged as an independent contractor.
• This is a fully remote opportunity that can be completed on your own schedule.
• Opportunities can be extended, shortened, or concluded early depending on needs and performance.
• Your participation will not involve access to confidential or proprietary information from any employer, client, or institution.
• Payment is issued as soon as your work is approved.
• We are unable to support H1-B or STEM OPT candidates at this time.