Where is Wealth Management Headed?

The U.S. Wealth Management
Market is Massive & Expanding

$ 1

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). 


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

With a current revenue of $57 billion, Zoe research indicates the industry will generate $200 billion in revenue by 2030.

Want the rest of the report?

How does Zoe work?

Get Matched

Our algorithm hand picks the advisor best-suited to your needs.

Have a Conversation

Review the advisor profile, decide if they're a good fit & start chatting with them today.

Start Your Growth

Secure tomorrow's investments & build a great relationship with your advisor.

Need an Advisor You Can Trust?

Connect with a vetted, fee-only fiduciary advisor today.