Mid-career professionals have reached significant career milestones but face increasing financial complexity. They've accumulated assets ($1.5-4M net worth) but lack the sophisticated tools to optimize their portfolio allocation across multiple accounts. They also lack the time and expertise to capture market opportunities from day trading, even if they want to allocate a portion of their money to aim for higher return potentials.

They are time-starved but financially savvy, wanting data-driven insights without becoming full-time investors.