Financial services client and investor segment classification: retail, HNW, institutional, corporate - Global
dfnclt_retail Retail and Mass-Market Clients
Finance Client and Investor Segment Types classification code dfnclt_retail covers "Retail and Mass-Market Clients" at level 1 of the Finance Client and Investor Segment Types hierarchy.
Level 13 direct subcategories2 cross-system mappings
Is your business really a dfnclt_retail?Classify itWhere dfnclt_retail sits in the Finance Client and Investor Segment Types hierarchy
- >dfnclt_retail Retail and Mass-Market Clients
- >dfnclt_retail Retail and Mass-Market Clients
dfnclt_retail in other classification systems
Equivalent and related codes across 1 other system. Click any code to see its full definition, hierarchy, and crosswalks.
NAICS 2022
2 mappingsSubcategories of dfnclt_retail Retail and Mass-Market Clients
Frequently asked questions
- What is Finance Client and Investor Segment Types dfnclt_retail?
- Finance Client and Investor Segment Types dfnclt_retail is "Retail and Mass-Market Clients". Finance Client and Investor Segment Types code dfnclt_retail covers "Retail and Mass-Market Clients" at level 1 of the Finance Client and Investor Segment Types hierarchy.
- What does Finance Client and Investor Segment Types dfnclt_retail include?
- dfnclt_retail Retail and Mass-Market Clients contains 3 direct subcategories: dfnclt_retail_digital Digital-first retail investors (fintech, robo-advisor, neobank); dfnclt_retail_emerging Emerging affluent / mass-affluent: $100k-$250k assets; dfnclt_retail_mass Mass market: <$100k investable assets, basic products.
- How does Finance Client and Investor Segment Types dfnclt_retail map to other classification systems?
- dfnclt_retail Retail and Mass-Market Clients has equivalents in NAICS 2022 (522, 523). These crosswalks let you translate this code between Finance Client and Investor Segment Types and 1 other classification system.
- What is the parent category of dfnclt_retail?
- dfnclt_retail Retail and Mass-Market Clients sits under dfnclt_retail Retail and Mass-Market Clients in the Finance Client and Investor Segment Types hierarchy.
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