B
Evidence Grade B
Graded
accuracy verified by the review judge
Safe to Cite
Aging
40%
40% -- robo investing adoption rate for Gen Z (2024)
40% of Gen Z have embraced robo-investing strategies according to the 2024 Schwab Modern Wealth Survey.
Attribution:
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Lighthouse Research Team
Last verified:
·
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Source verified
Evidence graded
Value
40%
Unit
Percentage
Data Vintage
2024
Entity
Geography
North America
Evidence Quality
B
Strong, reliable evidence
Sourced from a well-regarded research firm or industry leader with transparent methodology and a reasonably large sample.
Single source - not yet corroborated
Score breakdown
Extraction
50
Source Trust
60
Citation Chain
20
Independence
30
Methodology
45
Freshness
95
Source
Charles Schwab
Primary
Tier C
https://apexfintechsolutions.com/news-resources/blog/clients-outgrowing-your-investing-app-consider-… ↗
Source Article
Clients outgrowing your investing app? Consider an embedded investing platform
Oct 24, 2025 - Last Updated: Oct 27, 2025
As life evolves, so do financial goals. The self-directed meme stock trader who once spent all day investing on their computer now has a mortgage, a family, and less time to actively manage their portfolio. This isn’t just an anecdote; it’s a powerful demogr…
Original Research
Charles Schwab
· Original study ↗
Methodology
Cited from Charles Schwab 2024 Modern Wealth Survey
Methodology documented
Segmentation
IndustryFinTech
RegionNorth America
Channelcontent
Cite this stat
Plain Text
Gen Z: 40% robo investing adoption rate. Source: Charles Schwab (2024). Via Lighthouse Intelligence -- https://lighthousedata.io/data/gen-z-robo-investing-adoption-2024
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<blockquote cite="https://lighthousedata.io/data/gen-z-robo-investing-adoption-2024" style="border-left:3px solid #2563eb;padding:12px 16px;margin:16px 0;font-family:system-ui,sans-serif;background:#f0f4ff;"><strong>40%</strong> -- robo investing adoption rate for Gen Z<br><small>Source: Charles Schwab (2024) · <a href="https://lighthousedata.io/data/gen-z-robo-investing-adoption-2024" target="_blank" rel="noopener">Lighthouse Intelligence</a></small></blockquote>
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