Every week, we’ll post one of the 1,000+ startup ideas collected on www.businessideas.directory site here and on our blog. This way, you can see the quality and depth of the ideas in the directory and how they can spark your next big venture.
The Problem
The wealth management industry struggles to attract and retain younger investors like millennials and Gen Z. These groups have unique expectations and preferences, such as:
- Desire for socially responsible investing
- Need for mobile-friendly platforms
- Demand for educational resources and modern, user-friendly interfaces
According to PWC article [1]
A pending “great transfer” of wealth is set to bring about $70 trillion1 in assets to younger investors, who may have different investment philosophies and goals than previous generations.
Specifically targeting and serving them has a large market opportunity.
