dfnclt_retailLevel 1

Retail and Mass-Market Clients

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dfnclt_retail_digitalDigital-first retail investors (fintech, robo-advisor, neobank)

dfnclt_retail_emergingEmerging affluent / mass-affluent: $100k-$250k assets

dfnclt_retail_massMass market: <$100k investable assets, basic products

Cross-system equivalences2

NAICS 2022

522Credit Intermediation and Related Activitiesbroad 523Securities, Commodity Contracts, and Other Financial Investments and Related Activitiesbroad

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