The Digitization of Wealth Management
1
Billion
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.
$ 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).
Recent Blogs
Market Drama
January 16, 2023
Zoe’s Vetting Process to Find Top Financial Advisors
January 12, 2023
Market Drama
January 9, 2023
Market Drama
January 23, 2023
Market Drama
January 16, 2023
Zoe’s Vetting Process to Find Top Financial Advisors
January 12, 2023
Market Drama
January 9, 2023
Ready to Grow Your Wealth?
Let us connect you with the most qualified wealth planners
Ready to Grow
Your Wealth?
Let us connect you with the most qualified wealth planners