27%
share of global private consumption driven by people aged 60+, nearly double their share of the population.
SilverEco / World Data Lab, 2026
FOR BANKS & WEALTH INSTITUTIONS
Stay close to your client, and to their heirs.
Your client ages, and so does their wealth. $83tn will pass to the next generation worldwide over the coming two decades. Agely keeps you present in their daily life and opens a relationship with the generation that inherits, before the wealth moves, not after.
This month
1,240 senior clients with Agely active
Set up by an adult child in 6 of 10 cases
1,240
senior clients active
92%
weekly active
380
next-gen contacts opened
6/10
set up by a child
Programme milestones
- Pilot onboarding 09:00 Done
- Quarterly review 14:30 To plan
FOR WEALTH TEAMS
One relationship, two generations.
You see adoption and engagement at portfolio level. Families keep the personal details, your clients keep their privacy.
contact@agely.careYour client base is aging.
Your relationship shouldn't fade.
Not a CSR topic. A retention and acquisition lever. The 60+ already drive a disproportionate share of wealth and spending, and they are the clients you most risk losing at the moment it matters most.
$124tn
of wealth will pass to the next generation in the US by 2048.
Cerulli Associates, 2025
Stay relevant as your client ages
A service used every week around their parent keeps you present between statements, not just at the annual review.
Reach the next generation, early
The adult child or grandchild sets Agely up. You build a relationship with the heirs before the wealth moves, not after.
A service, not another leaflet
Differentiate your senior and wealth offer with something clients actually use, where competitors still send a brochure.
The incumbents are already moving
Neobanks are courting the next generation, and incumbents fear being bypassed at the moment of transfer. Crédit Agricole has already launched Nello for caregivers. The banks that own the daily relationship will own the transfer.
How we work with you
White-label
Agely under your brand. Full customization of the user experience.
Co-branded
Your brand and Agely side by side. Shared awareness, shared service.
API and integration
Agely plugged into your wealth, banking or member-services stack.
Convinced too?
If you believe your client relationship shouldn't fade as they age, and shouldn't end when their wealth moves, let's talk.