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). 

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Your Wealth?

Let us connect you with the most qualified wealth planners