Broad Mind Corporation Reaches 50 Billion Yen in Managed Assets, Promising Financial Empowerment

Breaking Milestone: 50 Billion Yen in Managed Assets

Broad Mind Corporation, headquartered in Shibuya, Tokyo, has achieved a remarkable milestone. As of January 13, 2026, the company has reached a total balance of 50.246 billion yen in managed trust assets. This accomplishment is crucial as the increasing cost of living and the discussions around the '2 million yen problem for retirement' push individuals to take proactive steps toward asset formation and management.

The company, founded on the principle of 'Unlocking the Power of Finance,' aims to provide comprehensive financial services that assist clients in realizing their life plans. With an increasing number of individuals recognizing the necessity of self-help in asset formation, Broad Mind is dedicated to meeting the evolving needs of its clients by offering innovative, one-stop services.

Growth Indicators: Tracking Managed Assets

To evaluate the growth of its core financial partner business, Broad Mind has established key performance indicators (KPIs) that are disclosed quarterly. Among these, the managed asset balance offers insight into the increasing lifetime value (LTV) generated from existing customer relationships. As the interest in investments continues to rise, Broad Mind recorded a high managed asset balance of over 50 billion yen by January 2026, signifying the trust clients place in the company.

Navigating Economic Challenges

Today, economic factors such as rising prices have contributed to growing concerns about household finances, highlighting the importance of self-initiative in asset creation. This economic backdrop has prompted Broad Mind to engage in strategic marketing, enhancing its capability to deliver direct responses through comprehensive consulting services. The firm's strength lies in its ability to combine information with actionable solutions, especially in life planning and asset management.

Currently, the number of Independent Financial Advisors (IFAs) registered with Broad Mind has reached 136 as of the end of March 2025, indicating that more than half of the consultants are equipped to address investment needs. This growing pool of advisors enhances the company’s capacity in asset management and investment consultations.

Committed To Long-Term Financial Goals

Broad Mind’s approach to financial guidance is firmly rooted in life planning. The company proposes investment products that bridge the gap between clients' long-term financial aspirations and their current financial strategies. Unlike many competitors who may focus on short-term profits, Broad Mind prioritizes the achievement of clients' financial goals with a long-term perspective, emphasizing the importance of wealth protection and legacy planning.

This commitment has seen Broad Mind adjust its focus on increasing managed assets, particularly amidst growing trends towards commission-free trades in online securities. Following this trend, the company placed even greater emphasis on growing managed assets from the fiscal year ending March 2021 onwards.

Future Outlook: Empowering Investment Culture

As the national focus shifts from savings to investments, the demand for self-directed asset formation grows substantially. Observing this trend, Broad Mind recognizes the expanding role of advisors as essential in guiding customers toward achieving their long-term financial objectives.

The company is dedicated to providing tailored advice based on clients’ desires and preferences concerning wealth accumulation and management. Moving forward, Broad Mind will continue to enhance its support for clients aiming to grow their assets not solely as a means of wealth increase but also with an emphasis on protection and legacy. By embracing a broad interpretation of asset formation, Broad Mind seeks to maintain its unique value proposition as a comprehensive service provider in the financial landscape.

About Broad Mind Corporation

Broad Mind Corporation, founded in January 2002, operates with the purpose of 'Unlocking the Power of Finance' to support individuals in realizing their life plans. It offers a range of services, including free financial consulting through its platform 'MoneyPro,' alongside educational programs aimed at promoting financial well-being. Broad Mind is committed to challenging traditional financial industry norms, continuously questioning 'who finance serves?' and aiming to implement the ideal form of finance in society.

Company Information
Name: Broad Mind Corporation
Website: https://www.b-minded.com/
CEO: Kiyoshi Ito
Headquarters: 33rd Floor, Shibuya Sakura Stage, 1-1 Sakurakaicho, Shibuya-ku, Tokyo, 150-6233, Japan
Established: January 2002
Business Summary: Financial partner services providing consulting for individuals and corporations, developing digital products related to financial education and economic well-being.