Methodology
Why our counts are a floor, not an estimate
Every count we publish is backed by a public record we can cite. Holdings that never reach public records are not counted, so the real numbers are higher.
A verified floor, not an estimate
When we say a metro has a certain number of people in our database at $1M+ or $5M+, that number is a floor. We are not modeling a population total or scaling up a sample. We count people we can actually show you.
Every person is backed by a public record
Each person in our database is tied to at least one public record we can cite, such as:
- County property rolls and appraisal-district files
- SEC filings, including insider reports (Forms 3, 4 and 5) and Form D offerings
- Other official public sources, such as nonprofit filings (IRS Form 990) and FEC records
If we cannot point to the record, the person is not counted. See our sources and methodology.
Why the true numbers are higher
A lot of wealth never shows up in public records. Unvested RSUs, stock in private companies, startup options, private investments and money held abroad are invisible to us until something public happens, like a home purchase, an IPO or an insider filing. That matters most for the tech professionals and founders who make up a large share of Indian-American wealth, so our counts undercount them most of all.
Why we work this way
We’d rather undercount than guess. A floor you can verify is more useful than a bigger number you cannot check, and every count we publish can be traced back to its sources. As we add new public sources, the floor rises.
Verified floor: public records only. Our published figures are aggregates of people in our database; groups under 25 people are not shown.
See the data before you talk to us
Read a full sample report to judge the depth and sourcing, then book a walkthrough with your own use case.