The $25T market opportunity in mid-market and mass-affluent households
April 7, 2026 by Ayo Mseka
Middle-market and mass-affluent households are becoming increasingly important for providers and advisors as their wealth grows and they represent a $25 trillion market opportunity. This is according to The Cerulli Report—U.S. Retail Investor Solutions 2026.
While the share of financial assets of this group has fallen from 43% in 2013 to 24% in 2025, middle-market and mass-affluent households who have between $100,000 and $2 million in financial assets have seen their wealth grow from $14 trillion to $25 trillion in that same period, the survey said.
Originally Posted at InsuranceNewsNet on Apr 6, 2026 by Ayo Mseka.
Categories: Industry Articles
