Penn Wharton Budget Model
- Company typePrivate
- Founded2017
- HeadquartersPhiladelphia, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
Penn Wharton Budget Model firmographics
Firmographics- Name
- Penn Wharton Budget Model
- Legal name
- Penn Wharton Budget Model
- Website
- https://budgetmodel.wharton.upenn.edu
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Penn Wharton Budget Model industry classification
Industry- Product category
- Economic Policy Analysis and Fiscal Modeling
- NAICS
- Public Finance Activities (921130), Administration of Economic Programs (926)
- akta.pro primary industry
- Budgeting & Fiscal Planning (BPAIAEAA)
- akta.pro secondary industry
- Finance, Budgeting & Treasury Administration (EDADAKAF)
Keywords
Where Penn Wharton Budget Model is headquartered
LocationHeadquarters
- HQ city
- Philadelphia
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Penn Wharton Budget Model business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Infrastructure
Revenue model
- University Funding: PWBM is a research initiative at the University of Pennsylvania's Wharton School, funded through university support and research grants.
- Certificate Program: The organization offers a certificate program for professional development in policy analysis and budget modeling.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
Penn Wharton Budget Model product offering
Product offeringCore offering
Penn Wharton Budget Model provides nonpartisan, research-based estimates and analysis on the fiscal impact of public policy. It operates a dynamic simulation platform combining microsimulation, overlapping-generations modeling, detailed tax and Social Security modules, and expenditure projections, and delivers outputs through policy briefs, working papers, interactive data tools, and a professional certificate program.
Product overview
Penn Wharton Budget Model (PWBM) is a nonpartisan, research-based economic modeling organization that provides fiscal impact analysis of public policy. The organization operates a comprehensive platform combining modern economic modeling, big data science, and cloud computing to analyze public policy. The core offering consists of a dynamic simulation model built from multiple integrated components: the Microsimulation Model (creating simulated populations and projecting 60+ demographic/economic variables), the Dynamic OLG Model (overlapping-generations model analyzing behavioral responses to policy), the Tax Module (detailed calculators for income, payroll, corporate, and estate taxes with 300+ parameters), the Social Security Module (highly detailed benefit simulation), and the Expenditure Modules (projecting federal outlays across defense, mandatory, and discretionary programs). PWBM also develops advanced research through its Moonshot Projects including Dynamic Medicare Modeling and Aggregate OLG with Macroeconomic Uncertainty. User-facing interactive tools include the Real-time Federal Budget Tracker, Tariff Simulator, and DataView. The organization produces policy briefs, analyses, and methodological frameworks including Dynamic Distributional Analysis for evaluating winners and losers of policy changes.
Differentiator
Problem solved
Functional benefit
Products and services
- Real-time Federal Budget Tracker Interactive data tool that tracks federal budget metrics and projections in real-time, available to all users on the PWBM website.
- Tariff Simulator Interactive simulation tool for analyzing tariff impacts on federal revenue and consumer prices, accessible through the PWBM website.
- DataView Interactive data visualization and analysis platform that provides access to PWBM model outputs and supporting datasets.
- Certificate Program in Budget and Policy Analysis Educational certificate program for professionals seeking to develop skills in policy analysis and budget modeling, offered through PWBM.
Quantifiable outcome
- Social Security trust fund depletion projected at 2032 under current policy
- +4 more outcomes
Companies that use Penn Wharton Budget Model
Customer profileNamed customers2 records
Segments4 records
Ideal customer profiles4 records
Penn Wharton Budget Model technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability1 record
Feature10 records
Penn Wharton Budget Model partnerships and signals
Strategic signalScale indicators2 records
Recent moves6 records
Expansion highlights5 records
Penn Wharton Budget Model competitors and assessment
Company assessmentBroad incumbents
- RAND Corporation: RAND is a large nonprofit research organization with applied economic modeling, demographic projections, and policy analysis capabilities including health and Social Security modeling. RAND's breadth across multiple policy domains makes it a broad-incumbent comparable rather than a direct specialist.
- Urban Institute: Urban Institute is a major DC think tank conducting economic and social policy research, co-housing Tax Policy Center. Its work spans tax microsimulation, health policy, retirement security, and budget analysis—overlapping with PWBM's social-spending modules.
- American Enterprise Institute (AEI): AEI is a prominent Washington think tank producing economic and fiscal policy research including budget, entitlement, and tax analysis. Unlike PWBM's nonpartisan posture, AEI leans center-right, but it competes for similar Congressional and media attention on fiscal issues.
- Brookings Institution: Brookings is a major DC-based policy research institution with a substantial Economic Studies program covering fiscal, tax, entitlement, and macro policy. While much broader than PWBM, it competes for the same Congressional, media, and academic audiences and often produces overlapping budget analyses.
Direct peers
- Tax Foundation: Tax Foundation is a Washington-based think tank that produces nonpartisan tax policy analysis using microsimulation (its Taxes and Growth model) and dynamic scoring. It competes directly with PWBM for media citation, congressional staff attention, and public mindshare on tax and fiscal policy.
- Tax Policy Center: Tax Policy Center produces nonpartisan tax policy analysis (distributional tables, microsimulation of tax proposals) and is housed at the Urban Institute and Brookings. Its focus on tax microsimulation and policy briefs overlaps directly with PWBM's Tax Module work.
- Congressional Budget Office (CBO): The CBO is the official federal agency producing cost estimates of legislation and budget projections—PWBM's core offering. PWBM markets itself as a nonpartisan academic alternative to CBO with dynamic (rather than primarily static) modeling, making CBO the closest direct comparable.
- Committee for a Responsible Federal Budget (CRFB): CRFB is a bipartisan nonprofit dedicated to federal budget and debt analysis, producing Social Security, Medicare, and long-term fiscal projections similar to PWBM's core briefs. Its overlap in topics (entitlements, debt sustainability, budget outlooks) makes it a directly comparable policy-research counterpart.
- Joint Committee on Taxation (JCT): The JCT is Congress's official tax-scorekeeper producing distributional analyses and revenue estimates of tax legislation. Like CBO and PWBM, it serves Congressional tax-writing committees with technical fiscal analysis, making it a directly comparable institution.
Emerging players
- Yale Budget Lab: Yale Budget Lab is a newer university-affiliated economic policy research center producing accessible, nonpartisan analyses of tax, fiscal, and economic policy. Like PWBM, it combines academic credibility with public-facing interactive tools, making it an emerging peer in the academic-policy-modeling niche.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Penn Wharton Budget Model social profiles
Digital presencePenn Wharton Budget Model financial estimates
Financial estimateRevenue estimate
Valuation estimate
Penn Wharton Budget Model leadership team
Management profileNumber of profiles
Profiles1 record
Penn Wharton Budget Model funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Penn Wharton Budget Model M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Penn Wharton Budget Model
What does Penn Wharton Budget Model do?
Penn Wharton Budget Model provides nonpartisan, research-based estimates and analysis on the fiscal impact of public policy. It operates a dynamic simulation platform combining microsimulation, overlapping-generations modeling, detailed tax and Social Security modules, and expenditure projections, and delivers outputs through policy briefs, working papers, interactive data tools, and a professional certificate program.
Is Penn Wharton Budget Model a public or private company?
Penn Wharton Budget Model is a private company. It is classified as nonprofit foundation owned and is currently operating.
When was Penn Wharton Budget Model founded?
Penn Wharton Budget Model was founded in 2017. It employs 11 to 50 people.
Where is Penn Wharton Budget Model based?
Penn Wharton Budget Model is headquartered in Philadelphia, United States, in the North America region.
How does Penn Wharton Budget Model make money?
Two revenue lines are on record. University Funding is the primary driver. The others are certificate Program.
Who are Penn Wharton Budget Model's main competitors?
Broad incumbents on record are RAND Corporation, Urban Institute, American Enterprise Institute (AEI) and Brookings Institution. Direct peers are Tax Foundation, Tax Policy Center, Congressional Budget Office (CBO), Committee for a Responsible Federal Budget (CRFB) and Joint Committee on Taxation (JCT). Yale Budget Lab is listed as an emerging player.
Does Penn Wharton Budget Model have an API?
No public API is recorded for Penn Wharton Budget Model.
What industry is Penn Wharton Budget Model in?
Penn Wharton Budget Model's product category is Economic Policy Analysis and Fiscal Modeling. Its primary akta.pro industry code is BPAIAEAA, Budgeting & Fiscal Planning, with a secondary code of EDADAKAF, Finance, Budgeting & Treasury Administration. Its NAICS code is 921130.