IV. Customer Analysis
This Section's Contents
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Demographic Profile of Target Market
[Company Name] will serve investors of [company location] and its surrounding areas.
The community of [company location] has thousands of corporate professionals, middle-to-high income earners, and small business owners. The demographics include an abundance of millennials and Gen Z individuals who are just getting started with investing and could benefit from investment management services.
Customer Segmentation
The Company will primarily target the following three customer segments:
- Millennials & Gen Z: Many millennials and Gen Z individuals are just getting started with investing and will need investment management services.
- Individuals with incomes of $75K and over. These individuals have the financial means to pursue investment opportunities.
- Small Businesses: The Company will also target businesses who need help managing their investments and assets.
