Data Overview Report

Understanding Today’s US Investors

Use This Updated Investor Segmentation To Guide Your Digital Business Strategy

August 6th, 2019
With contributors:
Oliwia Berdak , Zhi-Ying Barry , Benjamin Ensor , August du Pont , Danielle Walls , Cortney Eldridge , Piers Conway

Wealth management firms commonly segment their clients by investable assets. But this is not enough to help firms decide on new products and services or optimize customer engagement models. Self-directedness is a crucial dimension that reliably predicts many investor attitudes and behaviors. As fintech startups flood the market with new, digital-first offerings, firms need to understand how best to serve the four primary investor segments.

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