The Untapped Opportunity in Business Owner Wealth

Here’s a stat that surprised almost everyone Andy Finnegan, CFA, CAIA spoke with in New York: Business owners in the U.S. hold $22 trillion (about 30% of total U.S. financial wealth) but only 22% consolidate their personal investments with the same bank that manages their business accounts. We believe that gap is one of the biggest untapped growth opportunities in private banking.

With Nebo’s optimization engine, firms can connect business and personal balance sheets in a single framework, helping clients see their total wealth, helping institutions capture more of it, and creating a more complete and differentiated client experience.

We believe firms that can unify both sides of the balance sheet will define the next generation of private wealth. Source: Datos Insights William Trout.

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