The 2019 Millennial Wealth Report: Financial Services
Our research lab has been hard at work looking at millennials. By 2030, millennials will hold 5x as much wealth as they do today. They are expected to inherit $68T from their predecessors in the Great Wealth Transfer. This is a massive opportunity for financial institutions to connect with, and create loyal, life-long clients.
To cultivate these relationships, WealthEngine’s Millennial Wealth Report for Financial Services can help every organization understand how this demographic thinks, acts, lives, saves, and spends.