Wealth Market Reports

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Millennial Investor Personas

As the largest generation since the Baby Boomers, there is no such thing as the Millennial. Millennials are just as varied as any other generation. Spectrem's new perspective will detail this generation of Millennials with $100,000 - $25 million in net worth by identifying the archetypes, or personas, which describe them.

Personas are defined on multiple factors, including: 

  • Basic demographics (age, gender, education, marital status, wealth and income levels)
  • Financial habits and practices
  • Needs and concerns in relation to financial advisors
  • Wealth and current portfolios
  • Personal and national concerns
  • Personal and social values
  • Advisor usage


Available Now.


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