▲ Retail investors hold ≈ 38% of directly held U.S. equities
≈ $12 trillion in self-directed brokerage accounts
156M+ Americans own stock
U.S. households hold $55T in equities
Retail investors drive ≈ 20% of daily volume, up from 15% a decade ago
▲ Retail investors hold ≈ 38% of directly held U.S. equities
≈ $12 trillion in self-directed brokerage accounts
156M+ Americans own stock
U.S. households hold $55T in equities
Retail investors drive ≈ 20% of daily volume, up from 15% a decade ago
Retail Investor Advisory, Software, and Data
We embed with public company comms, IR, and marketing teams to build and deploy retail investor communications and community programs, quarter over quarter. One operating partner: strategic advisory, proprietary software and data, and day-to-day execution. Helping companies build shareholder loyalty, market awareness, and durable ownership.
The shift
The retail investor era is already here
Retail investors research on social platforms, listen to podcasts, and expect to hear from companies directly, not only through filings and quarterly calls. How public companies engage them is changing.
From the earnings call to everywhere.
Investor opinion now forms on social platforms, podcasts, and newsletters: before, during, and after the quarter.
From institutions-only to every shareholder.
Disclosure written for analysts has a second audience reading it in real time and drawing its own conclusions.
From campaigns to relationships.
Quarterly pushes are giving way to direct, ongoing engagement with the investors who actually hold the stock.
From an audience to a community.
Healthy, long-term retail shareholder communities compound in loyalty, advocacy, and trust. For the next generation of public companies, they're a durable advantage.
From an afterthought to a board and capital markets priority.
Engaging the next generation of shareholders has become a governance topic. That's usually when we get the call.