June 24th, 2021

Global wealth has skyrocketed since the onset of the pandemic; it rose by 8.3% in 2020. North America, Asia (ex-Japan), and Western Europe are the primary holders of this wealth and the most underserved communities in these regions are those with between $100,000 and $3 million in wealth. This group holds 331 million people globally and has $59 trillion of investable wealth. Financial and Wealth managers don’t properly care for this market segment, which has relatively simple needs. They get standardized products with poor client experience. Anna Zawarsky, global leader of BCG wealth management said “wealth managers must embrace a new approach that lets them reach a larger audience in a cost-effective and scalable way, but with a highly personalized offering.”

Magnifi can help advisors solve this issue through its clear and simple engagement tools which bring clients closer to their investments, even for those advisors who specialize in mass affluent clientele. For example, Magnifi allows advisors to demonstrate and activate portfolio enhancements (e.g. finding comparable funds with lower fees and better performance), showing clients the value they bring to the table as well as personalizing the experience.



Magnifi is changing the way we shop for investments, with the world’s first semantic search engine for finance that helps users discover, compare and buy investment products such as ETFs, mutual funds and stocks. As of June 2021, 380,000+ users with $534+ Billion in Assets Under Influence, have used Magnifi over 3,800,000 times. Try it for yourself today.


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