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Large clearing firms: Fidelity, Pershing,
Schwab, Merrill Lynch as financial institutions.
Includes 401K, IRA accounts etc.
Revenue Retail financial firms represent over 600,000
investment professionals.
REVENUE MODEL Retail Financial firms: Amerprise, Linsco,
Model Lincoln Financial, Morgan Stanley.
MARKET
SEGMENTS
Market Example – 10,000,000 accounts X $10 = $100
million per month revenue.
Segments 10,000,000 retail accounts represents a
fraction of the market, estimated at over one
billion accounts.