
Blog
Aug 9, 2024
Introduction
Women control over USD 31.8 trillion in global wealth—a figure that’s set to grow in the coming years1. However, the gender investing gap persists, influenced by historical wage disparities, longer lifespans, and a lack of inclusive financial education. Bridging this gap is crucial not only for women’s financial security but for overall economic growth.
Barriers and Opportunities
Earnings Gap: Women often have to invest more to compensate for reduced lifetime earnings.
Longevity Factor: Women statistically live longer, requiring more robust retirement planning.
Community and Networking: Mentorship programs, women-focused investment clubs, and finance communities are on the rise.
Data-Backed Insight
A BMO Wealth Institute study found that 83% of women want to learn more about financial planning, indicating a strong demand for accessible, trustworthy education2.
How Surmount Wealth Does It Better
Surmount Wealth’s platform is designed to be welcoming and inclusive. Our straightforward education modules and intuitive analytics empower investors of all backgrounds—helping close the gender investing gap through transparency and knowledge-sharing.
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