BeyondMeasure by Burke, Inc.

The Millennial Millionaire: What Financial Services Companies Should Know

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Burke recently conducted a study to gain deeper insights into an often-overlooked, yet rapidly growing, demographic – Millennial Millionaires (MM).

 

Join Fred Gaudios (VP, Client Services) as he discusses key insights from this research with host John Thomas (CCO).

 

Why study Millennial Millionaires?

  • Over 600,000 MM in the US in 2019 – likely a much larger group today
  • May differ from traditional 401(k) millionaires, often opting for diverse investments like businesses and cryptocurrencies
  • Poised to significantly influence markets
  • Often overlooked in millionaire surveys

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    As this demographic continues to grow, financial services companies will need a better understanding of the needs and behaviors of this emerging, influential group.

     

    For more information on this latest R&D study and our complete findings, reach out to: [email protected]

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    BeyondMeasure by Burke, Inc.By Burke, Inc.
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