DIY Persona Report 2026
How well do you understand your customers and segments?
In 4 years of surveys with over 20,000 platform investors, Boring Money have uncovered several distinct personas in the evolving D2C investor market. Find out who they are, what makes them tick and what they are looking for when engaging with their savings and investments.
We’re now in a very different environment to even a few years ago – competition is strong and propositions have evolved.
1 in 3 UK adults are now investors and AUA on D2C platforms has surpassed £572 billion. It is key to know who these investors are and what differentiates them not only from non-investors, but more importantly, between each other.
Key sections covered
This report is for
Platforms providers, product distributors and market strategists seeking:
➤ Clear, reliable insights
➤ To understand investor behaviours, attitudes and needs across different investor profiles
➤ To identify a future target market
➤ To understand how a firm’s current customer base fits within the broader investor
➤ To size the commercial opportunity of targeting certain groups across different time frames
➤ To inform communications and marketing based on a better understanding of investors
➤ To inform partnership strategies
Get in touch with us to buy the report
Please contact enquiries@boringmoney.co.uk for more information or to request a call with the research team.
Sources
Surveys with 20,000 D2C platform users, collected over the past 4 years
Sizing of personas to be based on a survey of 2,500 DIY platform users, collected in February 2026
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