Claritas Financial CLOUT contains current-year estimates and five-year projections of market penetration and user dollar balances for a wide range of financial products and services. Products include basic banking and financial services such as checking, savings, CDs, investments, and retirement products, as well as services, such as investment management. Based on the Claritas Financial Track questionnaire which includes over 55,000 survey interviews, the data have been applied to current year demographic estimates and five-year demographic projections. The robust sample size allows for data modeling at geographic levels from block groups to national estimates.
Below are some additional resources linked for your reference: release notes, variables list and description lookup.