The New
Investor Class
How creators, culture, and coaching UX are rewriting
financial trust for the under-35s.
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The next generation of investors, under 35, financially cautious, and culturally fluent, isn’t learning from banks. They’re learning from TikTok explainers, creator-finance threads, and relatable reels that meet them where they scroll.
In this report, you’ll uncover:
They want a relatable coach, not a banker. Finance fluency is aspirational but it needs to feel human and achievable.
Trust starts with tone. Teaching beats preaching. Brands win when they guide like a peer, not a platform.
Creators are the new curriculum. Trusted voices like Your Rich BFF, Her First 100K, and BreakYourBudget win because they blend truth, transparency, and humor.
Finance is identity content. Investing advice lives next to skincare routines, meal prep, and breakup survival kits.
Sticky UX > flashy features. Platforms that make users feel smart (not overwhelmed) earn loyalty, not just clicks.
Equip yourself with the outsights you need to stay competitive in this evolving eCommerce space. Download the report now.
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