Author

EVERFI Content Team

Small businesses employ nearly half of the U.S. workforce and represent more than 33 million enterprises nationwide. Yet, many financial institutions still underestimate their potential. 

While often perceived as a low-margin, high-effort segment, small businesses actually represent a $7.2 trillion small business loan opportunity by 2032. The financial institutions that win in this space will be those that invest in education-driven relationships—helping business owners build skills, confidence, and trust. 

This infographic distills key insights from our in-depth report, Small Business Financial Education: A Trillion-Dollar Opportunity for Banks, into a quick-read visual resource your team can use today. 

What’s Inside the Infographic? 

  • Why small businesses are the next major growth segment for financial institutions
  • The costly impact of low financial literacy among business owners
  • What small businesses actually want from their banking partners
  • How financial education drives loyalty, product adoption, and long-term profitability

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