Asset Management for EMILLIs #

EMILLIs are the new client group comprising people with wealth from 1-5 million, it stands for Everyday Millionaires. These are often too small for full family office level private banking services and too large for neobanks and neobrokers, who mostly target self-directed investors.

Their financial education and literatcy is often not deep enough to ask the right questions about financial offerings. This leads to a distorted competitive environment, where offerings that claim e.g. "0% management fee" go unchallenged.

The solution to the EMILLI's problem can be built with the help of AI native analytics and advisory functions, which provide family office level services for consolidated financial overviews across all assets and liabilities that a client owns.