Investment Company Business Plan Template [Updated 2023]

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IV. Customer Analysis

You can download our Business Plan Template (including a full, customizable financial model) to your computer here.

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:

  1. Millennials & Gen Z: Many millennials and Gen Z individuals are just getting started with investing and will need investment management services.
  2. Individuals with incomes of $75K and over. These individuals have the financial means to pursue investment opportunities.
  3. Small Businesses: The Company will also target businesses who need help managing their investments and assets.
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