INSIGHT · US
Americans 55+ hold $140 trillion—roughly three-quarters of total net worth
Americans aged 55 and older control approximately $140 trillion in net worth, representing ~75% of total U.S. household wealth. Wealth transfer and succession planning become massive BFSI opportunity.
WHY IT MATTERS
Wealth management, trust, and estate tech vendors see decade-long tailwind. Banks investing in senior-focused AI (robo-advisors, document automation) will capture disproportionate AUM growth.
Source: Fortune · 2026-10-07