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Private Innovation and Wealth Inequality
 

Private Innovation and Wealth Inequality

Swedish House of Finance Research Paper Series, Swedish House of Finance (SHoF)
2025-12
Wealth Inequality Private Markets Innovation Return Heterogeneity D31 D52 E21 O31 G51
Wealth inequality has risen sharply in recent decades. We study how restricted access to private firm innovation contributes to this rise using a structural model of wealth accumulation with scale dependence. We construct a new long-run measure of innovation value that includes both public and private firms and document a pronounced shift of value creation toward private firms, whose equity is concentrated among high-wealth individuals. Calibrated to the 1979 wealth distribution, the model shows that exclusive access to private-firm innovation accounts for between half and two-thirds of the subsequent increase in the top 1% wealth share.

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