The Millennial Millionaire: What Financial Services Companies Should Know

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

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: info@burke.com