Capital Markets Business Plan

IV. Customer Analysis

4.1 Target Market

[Company Name] will primarily offer its wide range of financial services solutions to issuers, investors, brokers, and other financial intermediaries through its FinTech Capital Market platform.

  • In 2022, 58% of adults in the US invested in the stock market7.
  • In 2022, 52.6% of US households owned equities8.

4.2 TAM, SAM, and SOM

TAM $xx trillion
By 2028, the estimated size of the global investment market will be $xxx billion.

SAM $xx billion
[Target Location Market]’s investment market by 2028.

SOM $xx billion
[Company Name] would be able to capture a respectable share of the serviceable available market by the end of 2028. 

7. https://www.statista.com/statistics/270034/percentage-of-us-adults-to-have-money-invested-in-the-stock-market/
8.https://www.sifma.org/resources/research/fact-book/
Strategic Business Plans