Robo Advisory Market Size, Share & Industry Analysis
| 出版社 | Fortune Business Insights |
| 出版年月 | 2024年8月 |
| ページ数 | 140 |
| 価格タイプ | シングルユーザライセンス |
| 価格 | USD 4,850 |
| 種別 | 英文調査報告書 |
Growth Factors of Robo Advisory Market
The robo advisory market size was valued at USD 6.50 billion in 2023, and the market is now projected to grow from USD 8.39 billion in 2024 to USD 69.32 billion by 2032, exhibiting a CAGR of 30.2% during the forecast period of 2024-2032.
ロボアドバイザリー市場規模は2023年に65億米ドルと評価されており、現在市場は2024年の83億9000万米ドルから2032年までに693億2000万米ドルに成長すると予測されており、2024年から2032年の予測期間中に30.2%のCAGRを示しています。
The COVID-19 pandemic had advantageous effect on the robo advisory market growth, recording an increase of 13% in accounts all through this period. Market players, which include The Vanguard Group saw growth of 14% in its Assets under Management (Al-JM). As in keeping with company specialists, the market is predicted to broaden at an accelerated pace at some level inside the forecast period as a result of the growing call for hybrid robo-advisory services.
Several digitalization and automation technology have substantially impacted the finance enterprise. Among those, the most prominent technology is the robo advisors that provide tailor-made portfolio management and investment recommendation using information analysis and algorithms. The key riding elements of the marketplace include growing demand for automated funding advisors, integration of new-age technology in robo advisory systems, and simplicity of use.
The market is experiencing trends like hybrid robo advisors and a growing preference for ESG investing. ESG investing aligns investment plans with non-public ethics and offers high returns. A recent Morgan Stanley survey found that over 77% of traders worldwide prefer sustainable investing, with 57% indicating a growing preference in recent years. Factors driving this trend include climate technology findings and the performance of sustainable investments. The survey, conducted in October 2023, involved over 2,802 global respondents.
Comprehensive Analysis of Robo Advisory Market
The robo-advisors marketplace in 2023 is divided into pure robo-advisors and hybrid robo-advisors. Hybrid robo-advisors are dominated by using high-net-worth folks who prefer a combination of technology and human advice. Pure robo-advisors are expected to record the highest CAGR due to their cost-effectiveness. The market is divided into retail investors, high-net-worth individuals, and SMEs & corporate clients. High-net-worth individuals are led by players like The Vanguard Group, Inc., and Betterment. Retail investors are expected to record the highest CAGR due to the pandemic and increased awareness of tailored robo-advisory solutions. The market is divided into direct plan-based/goal-based services and comprehensive wealth advisory services. Direct plan-based/goal-based services are popular among retail investors due to their cost-effectiveness and personalized financial advice. The comprehensive wealth advisory services segment is expected to grow due to economic expansion, rising income, and the need for effective robo advisory modules.
North America region lead the robo advisory market share due to due to presence of market leaders like Betterment and Wealthfront Corporation, robo-advisory software popularity, and recent developments. Santander Bank NA, in partnership with SigFig, developed the Santander PathFinder, an automated investment management tool, to help customers save for retirement.
Robo advisory ecosystem comprises service providers like Betterment and Wealthfront Corporation, as well as software providers like SigFig and AdvisorEngine. Market players are adopting strategies like lowering costs, customizing pricing, investing in new technologies, and partnering with small-scale businesses. Top robo advisory companies include Betterment, Wealthfront, The Vanguard, Charles Schwab, Social Finance, Acorns Grow Incorporated, AdvisorEngine, Scalable Capital GmbH, and StashAway.
In May 2024 Canada-primarily based Manulife brought a robo-advisory provider this is focused on the mandatory provident fund environment in Hong Kong. The organisation partnered with AutoML Capital and Syfe for the new digital portal, that allows you to goal to “teach and encourage proactive assessment and control of MPF investments.”
Segmentation Table
ATTRIBUTE DETAILS
Study Period 2019-2032
Base Year 2023
Estimated Year 2024
Forecast Period 2024-2032
Historical Period 2019-2022
Growth Rate CAGR of 30.2% from 2024 to 2032
Unit Value (USD Billion)
Segmentation By Type
- Pure Robo-Advisors
- Hybrid Robo-Advisors
By End User
- Retail Investors
- High-Net-Worth Individuals
- SMEs and Corporate Clients
By Service Type
- Direct Plan-based/Goal-based
- Comprehensive Wealth Advisory
By Region
- North America (By Type, By End User, By Service Type, and By Country)
o U.S.
o Canada
o Mexico
- South America (By Type, By End User, By Service Type, and By Country)
o Brazil
o Argentina
o Rest of South America
- Europe (By Type, By End User, By Service Type, and By Country)
o U.K.
o Germany
o France
o Italy
o Spain
o Russia
o Benelux
o Nordics
o Rest of Europe
- Middle East & Africa (By Type, By End User, By Service Type, and By Country)
o Turkey
o Israel
o GCC
o North Africa
o South Africa
o Rest of Middle East & Africa
- Asia Pacific (By Type, By End User, By Service Type, and By Country)
o China
o Japan
o India
o South Korea
o ASEAN
o Oceania
o Rest of Asia Pacific
Table of Contents
1. Introduction
1.1. Definition, By Segment
1.2. Research Methodology/Approach
1.3. Data Sources
2. Executive Summary
3. Market Dynamics
3.1. Macro and Micro Economic Indicators
3.2. Drivers, Restraints, Opportunities and Trends
3.3. Impact of Generative AI
4. Competition Landscape
4.1. Business Strategies Adopted by Key Players
4.2. Consolidated SWOT Analysis of Key Players
4.3. Global Robo Advisory Key Players Market Share/Ranking, 2023
5. Global Robo Advisory Market Size Estimates and Forecasts, By Segments, 2019-2032
5.1. Key Findings
5.2. By Type (USD)
5.2.1. Pure Robo-Advisors
5.2.2. Hybrid Robo-Advisors
5.3. By End User (USD)
5.3.1. Retail Investors
5.3.2. High-Net-Worth Individuals
5.3.3. SMEs and Corporate Clients
5.4. By Service Type (USD)
5.4.1. Direct Plan-based/Goal-based
5.4.2. Comprehensive Wealth Advisory
5.5. By Region (USD)
5.5.1. North America
5.5.2. South America
5.5.3. Europe
5.5.4. Middle East & Africa
5.5.5. Asia Pacific
6. North America Robo Advisory Market Size Estimates and Forecasts, By Segments, 2019-2032
6.1. Key Findings
6.2. By Type (USD)
6.2.1. Pure Robo-Advisors
6.2.2. Hybrid Robo-Advisors
6.3. By End User (USD)
6.3.1. Retail Investors
6.3.2. High-Net-Worth Individuals
6.3.3. SMEs and Corporate Clients
6.4. By Service Type (USD)
6.4.1. Direct Plan-based/Goal-based
6.4.2. Comprehensive Wealth Advisory
6.5. By Country (USD)
6.5.1. U.S.
6.5.2. Canada
6.5.3. Mexico
7. South America Robo Advisory Market Size Estimates and Forecasts, By Segments, 2019-2032
7.1. Key Findings
7.2. By Type (USD)
7.2.1. Pure Robo-Advisors
7.2.2. Hybrid Robo-Advisors
7.3. By End User (USD)
7.3.1. Retail Investors
7.3.2. High-Net-Worth Individuals
7.3.3. SMEs and Corporate Clients
7.4. By Service Type (USD)
7.4.1. Direct Plan-based/Goal-based
7.4.2. Comprehensive Wealth Advisory
7.5. By Country (USD)
7.5.1. Brazil
7.5.2. Argentina
7.5.3. Rest of South America
8. Europe Robo Advisory Market Size Estimates and Forecasts, By Segments, 2019-2032
8.1. Key Findings
8.2. By Type (USD)
8.2.1. Pure Robo-Advisors
8.2.2. Hybrid Robo-Advisors
8.3. By End User (USD)
8.3.1. Retail Investors
8.3.2. High-Net-Worth Individuals
8.3.3. SMEs and Corporate Clients
8.4. By Service Type (USD)
8.4.1. Direct Plan-based/Goal-based
8.4.2. Comprehensive Wealth Advisory
8.5. By Country (USD)
8.5.1. U.K.
8.5.2. Germany
8.5.3. France
8.5.4. Italy
8.5.5. Spain
8.5.6. Russia
8.5.7. Benelux
8.5.8. Nordics
8.5.9. Rest of Europe
9. Middle East & Africa Robo Advisory Market Size Estimates and Forecasts, By Segments, 2019-2032
9.1. Key Findings
9.2. By Type (USD)
9.2.1. Pure Robo-Advisors
9.2.2. Hybrid Robo-Advisors
9.3. By End User (USD)
9.3.1. Retail Investors
9.3.2. High-Net-Worth Individuals
9.3.3. SMEs and Corporate Clients
9.4. By Service Type (USD)
9.4.1. Direct Plan-based/Goal-based
9.4.2. Comprehensive Wealth Advisory
9.5. By Country (USD)
9.5.1. Turkey
9.5.2. Israel
9.5.3. GCC
9.5.4. North Africa
9.5.5. South Africa
9.5.6. Rest of MEA
10. Asia Pacific Robo Advisory Market Size Estimates and Forecasts, By Segments, 2019-2032
10.1. Key Findings
10.2. By Type (USD)
10.2.1. Pure Robo-Advisors
10.2.2. Hybrid Robo-Advisors
10.3. By End User (USD)
10.3.1. Retail Investors
10.3.2. High-Net-Worth Individuals
10.3.3. SMEs and Corporate Clients
10.4. By Service Type (USD)
10.4.1. Direct Plan-based/Goal-based
10.4.2. Comprehensive Wealth Advisory
10.5. By Country (USD)
10.5.1. China
10.5.2. Japan
10.5.3. India
10.5.4. South Korea
10.5.5. ASEAN
10.5.6. Oceania
10.5.7. Rest of Asia Pacific
11. Company Profiles for Top 10 Players (Based on data availability in the public domain and/or on paid databases)
11.1. Betterment
11.1.1. Overview
11.1.1.1. Key Management
11.1.1.2. Headquarters
11.1.1.3. Offerings/Business Segments
11.1.2. Key Details (Key details are consolidated data and not product/service specific)
11.1.2.1. Employee Size
11.1.2.2. Past and Current Revenue
11.1.2.3. Geographical Share
11.1.2.4. Business Segment Share
11.1.2.5. Recent Developments
11.2. Wealthfront Corporation
11.2.1. Overview
11.2.1.1. Key Management
11.2.1.2. Headquarters
11.2.1.3. Offerings/Business Segments
11.2.2. Key Details (Key details are consolidated data and not product/service specific)
11.2.2.1. Employee Size
11.2.2.2. Past and Current Revenue
11.2.2.3. Geographical Share
11.2.2.4. Business Segment Share
11.2.2.5. Recent Developments
11.3. SigFig
11.3.1. Overview
11.3.1.1. Key Management
11.3.1.2. Headquarters
11.3.1.3. Offerings/Business Segments
11.3.2. Key Details (Key details are consolidated data and not product/service specific)
11.3.2.1. Employee Size
11.3.2.2. Past and Current Revenue
11.3.2.3. Geographical Share
11.3.2.4. Business Segment Share
11.3.2.5. Recent Developments
11.4. The Vanguard Group, Inc.
11.4.1. Overview
11.4.1.1. Key Management
11.4.1.2. Headquarters
11.4.1.3. Offerings/Business Segments
11.4.2. Key Details (Key details are consolidated data and not product/service specific)
11.4.2.1. Employee Size
11.4.2.2. Past and Current Revenue
11.4.2.3. Geographical Share
11.4.2.4. Business Segment Share
11.4.2.5. Recent Developments
11.5. Charles Schwab Corporation
11.5.1. Overview
11.5.1.1. Key Management
11.5.1.2. Headquarters
11.5.1.3. Offerings/Business Segments
11.5.2. Key Details (Key details are consolidated data and not product/service specific)
11.5.2.1. Employee Size
11.5.2.2. Past and Current Revenue
11.5.2.3. Geographical Share
11.5.2.4. Business Segment Share
11.5.2.5. Recent Developments
11.6. Social Finance, Inc.
11.6.1. Overview
11.6.1.1. Key Management
11.6.1.2. Headquarters
11.6.1.3. Offerings/Business Segments
11.6.2. Key Details (Key details are consolidated data and not product/service specific)
11.6.2.1. Employee Size
11.6.2.2. Past and Current Revenue
11.6.2.3. Geographical Share
11.6.2.4. Business Segment Share
11.6.2.5. Recent Developments
11.7. Acorns Grow Incorporated
11.7.1. Overview
11.7.1.1. Key Management
11.7.1.2. Headquarters
11.7.1.3. Offerings/Business Segments
11.7.2. Key Details (Key details are consolidated data and not product/service specific)
11.7.2.1. Employee Size
11.7.2.2. Past and Current Revenue
11.7.2.3. Geographical Share
11.7.2.4. Business Segment Share
11.7.2.5. Recent Developments
11.8. AdvisorEngine
11.8.1. Overview
11.8.1.1. Key Management
11.8.1.2. Headquarters
11.8.1.3. Offerings/Business Segments
11.8.2. Key Details (Key details are consolidated data and not product/service specific)
11.8.2.1. Employee Size
11.8.2.2. Past and Current Revenue
11.8.2.3. Geographical Share
11.8.2.4. Business Segment Share
11.8.2.5. Recent Developments
11.9. Scalable Capital GmbH
11.9.1. Overview
11.9.1.1. Key Management
11.9.1.2. Headquarters
11.9.1.3. Offerings/Business Segments
11.9.2. Key Details (Key details are consolidated data and not product/service specific)
11.9.2.1. Employee Size
11.9.2.2. Past and Current Revenue
11.9.2.3. Geographical Share
11.9.2.4. Business Segment Share
11.9.2.5. Recent Developments
11.10. StashAway
11.10.1. Overview
11.10.1.1. Key Management
11.10.1.2. Headquarters
11.10.1.3. Offerings/Business Segments
11.10.2. Key Details (Key details are consolidated data and not product/service specific)
11.10.2.1. Employee Size
11.10.2.2. Past and Current Revenue
11.10.2.3. Geographical Share
11.10.2.4. Business Segment Share
11.10.2.5. Recent Developments
12. Key Takeaways
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