Where is Wealth Management Headed?
The U.S. Wealth Management
Market is massive & expanding
$ 1
Trillion
There are currently $42 trillion investable assets in the U.S. Close to 75% of those assets are in Individual Retirement Accounts (IRAs), brokerage accounts, and defined contribution plans (ex. 401k).
1
Million
In the past 4 years, the population of high net-worth households has increased by 1 million, from 4.7 million to 5.7 million.
$ 1
Billion
With a current revenue of $57 billion, Zoe research indicates the industry will generate $200 billion in revenue by 2030.
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