, , Home About Us product News Contact Testimonials Blog Banks and Credit Unions Cross Selling to the Mass Affluent Market Posted by Stewart Rose on Tue , March 27, 2012 Let’s start with a definition . What is the mass affluent market Various financial organizations define it differently , but I will use a definition and data from Forrester Research published in a March 10th article in The New York Times by Nelson D . Schwartz entitled , Got 100,000 Have a Cookie : Banks Try Luring the Top 10 Forrester defines the market as those with assets between 100,000 and 1 million , not including the value of their home . They estimate that there are 40 million people in the US today that fit into this category . Forrester also estimates that a third of all retail investment assets are held by this