
The global Personal Finance Services market was valued at US$ million in 2022 and is anticipated to reach US$ million by 2029, witnessing a CAGR of % during the forecast period 2023-2029. The influence of COVID-19 and the Russia-Ukraine War were considered while estimating market sizes.
North American market for Personal Finance Services is estimated to increase from $ million in 2023 to reach $ million by 2029, at a CAGR of % during the forecast period of 2023 through 2029.
Asia-Pacific market for Personal Finance Services is estimated to increase from $ million in 2023 to reach $ million by 2029, at a CAGR of % during the forecast period of 2023 through 2029.
The global market for Personal Finance Services in Large Enterprise is estimated to increase from $ million in 2023 to $ million by 2029, at a CAGR of % during the forecast period of 2023 through 2029.
The key global companies of Personal Finance Services include Credit Karma, Doxo, Harvest, LearnVest, Microsoft, Mint, Money Dashboard, Personal Capital and PocketSmith, etc. In 2022, the world's top three vendors accounted for approximately % of the revenue.
Report Scope
This report aims to provide a comprehensive presentation of the global market for Personal Finance Services, with both quantitative and qualitative analysis, to help readers develop business/growth strategies, assess the market competitive situation, analyze their position in the current marketplace, and make informed business decisions regarding Personal Finance Services.
The Personal Finance Services market size, estimations, and forecasts are provided in terms of and revenue ($ millions), considering 2022 as the base year, with history and forecast data for the period from 2018 to 2029. This report segments the global Personal Finance Services market comprehensively. Regional market sizes, concerning products by type, by application, and by players, are also provided.
For a more in-depth understanding of the market, the report provides profiles of the competitive landscape, key competitors, and their respective market ranks. The report also discusses technological trends and new product developments.
The report will help the Personal Finance Services companies, new entrants, and industry chain related companies in this market with information on the revenues for the overall market and the sub-segments across the different segments, by company, by type, by application, and by regions.
By Company
Credit Karma
Doxo
Harvest
LearnVest
Microsoft
Mint
Money Dashboard
Personal Capital
PocketSmith
Quicken
The Infinite Kind
WalletHub
YNAB
Segment by Type
Cloud Based
Web-based
Segment by Application
Large Enterprise
SMEs
By Region
North America
United States
Canada
Europe
Germany
France
UK
Italy
Russia
Nordic Countries
Rest of Europe
Asia-Pacific
China
Japan
South Korea
Southeast Asia
India
Australia
Rest of Asia
Latin America
Mexico
Brazil
Rest of Latin America
Middle East & Africa
Turkey
Saudi Arabia
UAE
Rest of MEA
Core Chapters
Chapter 1: Introduces the report scope of the report, executive summary of different market segments (by type, application, etc), including the market size of each market segment, future development potential, and so on. It offers a high-level view of the current state of the market and its likely evolution in the short to mid-term, and long term.
Chapter 2: Introduces executive summary of global market size, regional market size, this section also introduces the market dynamics, latest developments of the market, the driving factors and restrictive factors of the market, the challenges and risks faced by companies in the industry, and the analysis of relevant policies in the industry.
Chapter 3: Detailed analysis of Personal Finance Services companies’ competitive landscape, revenue market share, latest development plan, merger, and acquisition information, etc.
Chapter 4: Provides the analysis of various market segments by type, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different market segments.
Chapter 5: Provides the analysis of various market segments by application, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different downstream markets.
Chapter 6, 7, 8, 9, 10: North America, Europe, Asia Pacific, Latin America, Middle East and Africa segment by country. It provides a quantitative analysis of the market size and development potential of each region and its main countries and introduces the market development, future development prospects, market space, and capacity of each country in the world.
Chapter 11: Provides profiles of key players, introducing the basic situation of the key companies in the market in detail, including product revenue, gross margin, product introduction, recent development, etc.
Chapter 12: The main points and conclusions of the report.
Please Note - This is an on demand report and will be delivered in 2 business days (48 hours) post payment.
1 Report Overview
1.1 Study Scope
1.2 Âé¶¹Ô´´ Analysis by Type
1.2.1 Global Personal Finance Services Âé¶¹Ô´´ Size Growth Rate by Type: 2018 VS 2022 VS 2029
1.2.2 Cloud Based
1.2.3 Web-based
1.3 Âé¶¹Ô´´ by Application
1.3.1 Global Personal Finance Services Âé¶¹Ô´´ Growth by Application: 2018 VS 2022 VS 2029
1.3.2 Large Enterprise
1.3.3 SMEs
1.4 Study Objectives
1.5 Years Considered
1.6 Years Considered
2 Global Growth Trends
2.1 Global Personal Finance Services Âé¶¹Ô´´ Perspective (2018-2029)
2.2 Personal Finance Services Growth Trends by Region
2.2.1 Global Personal Finance Services Âé¶¹Ô´´ Size by Region: 2018 VS 2022 VS 2029
2.2.2 Personal Finance Services Historic Âé¶¹Ô´´ Size by Region (2018-2023)
2.2.3 Personal Finance Services Forecasted Âé¶¹Ô´´ Size by Region (2024-2029)
2.3 Personal Finance Services Âé¶¹Ô´´ Dynamics
2.3.1 Personal Finance Services Industry Trends
2.3.2 Personal Finance Services Âé¶¹Ô´´ Drivers
2.3.3 Personal Finance Services Âé¶¹Ô´´ Challenges
2.3.4 Personal Finance Services Âé¶¹Ô´´ Restraints
3 Competition Landscape by Key Players
3.1 Global Top Personal Finance Services Players by Revenue
3.1.1 Global Top Personal Finance Services Players by Revenue (2018-2023)
3.1.2 Global Personal Finance Services Revenue Âé¶¹Ô´´ Share by Players (2018-2023)
3.2 Global Personal Finance Services Âé¶¹Ô´´ Share by Company Type (Tier 1, Tier 2, and Tier 3)
3.3 Players Covered: Ranking by Personal Finance Services Revenue
3.4 Global Personal Finance Services Âé¶¹Ô´´ Concentration Ratio
3.4.1 Global Personal Finance Services Âé¶¹Ô´´ Concentration Ratio (CR5 and HHI)
3.4.2 Global Top 10 and Top 5 Companies by Personal Finance Services Revenue in 2022
3.5 Personal Finance Services Key Players Head office and Area Served
3.6 Key Players Personal Finance Services Product Solution and Service
3.7 Date of Enter into Personal Finance Services Âé¶¹Ô´´
3.8 Mergers & Acquisitions, Expansion Plans
4 Personal Finance Services Breakdown Data by Type
4.1 Global Personal Finance Services Historic Âé¶¹Ô´´ Size by Type (2018-2023)
4.2 Global Personal Finance Services Forecasted Âé¶¹Ô´´ Size by Type (2024-2029)
5 Personal Finance Services Breakdown Data by Application
5.1 Global Personal Finance Services Historic Âé¶¹Ô´´ Size by Application (2018-2023)
5.2 Global Personal Finance Services Forecasted Âé¶¹Ô´´ Size by Application (2024-2029)
6 North America
6.1 North America Personal Finance Services Âé¶¹Ô´´ Size (2018-2029)
6.2 North America Personal Finance Services Âé¶¹Ô´´ Growth Rate by Country: 2018 VS 2022 VS 2029
6.3 North America Personal Finance Services Âé¶¹Ô´´ Size by Country (2018-2023)
6.4 North America Personal Finance Services Âé¶¹Ô´´ Size by Country (2024-2029)
6.5 United States
6.6 Canada
7 Europe
7.1 Europe Personal Finance Services Âé¶¹Ô´´ Size (2018-2029)
7.2 Europe Personal Finance Services Âé¶¹Ô´´ Growth Rate by Country: 2018 VS 2022 VS 2029
7.3 Europe Personal Finance Services Âé¶¹Ô´´ Size by Country (2018-2023)
7.4 Europe Personal Finance Services Âé¶¹Ô´´ Size by Country (2024-2029)
7.5 Germany
7.6 France
7.7 U.K.
7.8 Italy
7.9 Russia
7.10 Nordic Countries
8 Asia-Pacific
8.1 Asia-Pacific Personal Finance Services Âé¶¹Ô´´ Size (2018-2029)
8.2 Asia-Pacific Personal Finance Services Âé¶¹Ô´´ Growth Rate by Region: 2018 VS 2022 VS 2029
8.3 Asia-Pacific Personal Finance Services Âé¶¹Ô´´ Size by Region (2018-2023)
8.4 Asia-Pacific Personal Finance Services Âé¶¹Ô´´ Size by Region (2024-2029)
8.5 China
8.6 Japan
8.7 South Korea
8.8 Southeast Asia
8.9 India
8.10 Australia
9 Latin America
9.1 Latin America Personal Finance Services Âé¶¹Ô´´ Size (2018-2029)
9.2 Latin America Personal Finance Services Âé¶¹Ô´´ Growth Rate by Country: 2018 VS 2022 VS 2029
9.3 Latin America Personal Finance Services Âé¶¹Ô´´ Size by Country (2018-2023)
9.4 Latin America Personal Finance Services Âé¶¹Ô´´ Size by Country (2024-2029)
9.5 Mexico
9.6 Brazil
10 Middle East & Africa
10.1 Middle East & Africa Personal Finance Services Âé¶¹Ô´´ Size (2018-2029)
10.2 Middle East & Africa Personal Finance Services Âé¶¹Ô´´ Growth Rate by Country: 2018 VS 2022 VS 2029
10.3 Middle East & Africa Personal Finance Services Âé¶¹Ô´´ Size by Country (2018-2023)
10.4 Middle East & Africa Personal Finance Services Âé¶¹Ô´´ Size by Country (2024-2029)
10.5 Turkey
10.6 Saudi Arabia
10.7 UAE
11 Key Players Profiles
11.1 Credit Karma
11.1.1 Credit Karma Company Detail
11.1.2 Credit Karma Business Overview
11.1.3 Credit Karma Personal Finance Services Introduction
11.1.4 Credit Karma Revenue in Personal Finance Services Business (2018-2023)
11.1.5 Credit Karma Recent Development
11.2 Doxo
11.2.1 Doxo Company Detail
11.2.2 Doxo Business Overview
11.2.3 Doxo Personal Finance Services Introduction
11.2.4 Doxo Revenue in Personal Finance Services Business (2018-2023)
11.2.5 Doxo Recent Development
11.3 Harvest
11.3.1 Harvest Company Detail
11.3.2 Harvest Business Overview
11.3.3 Harvest Personal Finance Services Introduction
11.3.4 Harvest Revenue in Personal Finance Services Business (2018-2023)
11.3.5 Harvest Recent Development
11.4 LearnVest
11.4.1 LearnVest Company Detail
11.4.2 LearnVest Business Overview
11.4.3 LearnVest Personal Finance Services Introduction
11.4.4 LearnVest Revenue in Personal Finance Services Business (2018-2023)
11.4.5 LearnVest Recent Development
11.5 Microsoft
11.5.1 Microsoft Company Detail
11.5.2 Microsoft Business Overview
11.5.3 Microsoft Personal Finance Services Introduction
11.5.4 Microsoft Revenue in Personal Finance Services Business (2018-2023)
11.5.5 Microsoft Recent Development
11.6 Mint
11.6.1 Mint Company Detail
11.6.2 Mint Business Overview
11.6.3 Mint Personal Finance Services Introduction
11.6.4 Mint Revenue in Personal Finance Services Business (2018-2023)
11.6.5 Mint Recent Development
11.7 Money Dashboard
11.7.1 Money Dashboard Company Detail
11.7.2 Money Dashboard Business Overview
11.7.3 Money Dashboard Personal Finance Services Introduction
11.7.4 Money Dashboard Revenue in Personal Finance Services Business (2018-2023)
11.7.5 Money Dashboard Recent Development
11.8 Personal Capital
11.8.1 Personal Capital Company Detail
11.8.2 Personal Capital Business Overview
11.8.3 Personal Capital Personal Finance Services Introduction
11.8.4 Personal Capital Revenue in Personal Finance Services Business (2018-2023)
11.8.5 Personal Capital Recent Development
11.9 PocketSmith
11.9.1 PocketSmith Company Detail
11.9.2 PocketSmith Business Overview
11.9.3 PocketSmith Personal Finance Services Introduction
11.9.4 PocketSmith Revenue in Personal Finance Services Business (2018-2023)
11.9.5 PocketSmith Recent Development
11.10 Quicken
11.10.1 Quicken Company Detail
11.10.2 Quicken Business Overview
11.10.3 Quicken Personal Finance Services Introduction
11.10.4 Quicken Revenue in Personal Finance Services Business (2018-2023)
11.10.5 Quicken Recent Development
11.11 The Infinite Kind
11.11.1 The Infinite Kind Company Detail
11.11.2 The Infinite Kind Business Overview
11.11.3 The Infinite Kind Personal Finance Services Introduction
11.11.4 The Infinite Kind Revenue in Personal Finance Services Business (2018-2023)
11.11.5 The Infinite Kind Recent Development
11.12 WalletHub
11.12.1 WalletHub Company Detail
11.12.2 WalletHub Business Overview
11.12.3 WalletHub Personal Finance Services Introduction
11.12.4 WalletHub Revenue in Personal Finance Services Business (2018-2023)
11.12.5 WalletHub Recent Development
11.13 YNAB
11.13.1 YNAB Company Detail
11.13.2 YNAB Business Overview
11.13.3 YNAB Personal Finance Services Introduction
11.13.4 YNAB Revenue in Personal Finance Services Business (2018-2023)
11.13.5 YNAB Recent Development
12 Analyst's Viewpoints/Conclusions
13 Appendix
13.1 Research Methodology
13.1.1 Methodology/Research Approach
13.1.2 Data Source
13.2 Disclaimer
13.3 Author Details
Credit Karma
Doxo
Harvest
LearnVest
Microsoft
Mint
Money Dashboard
Personal Capital
PocketSmith
Quicken
The Infinite Kind
WalletHub
YNAB
Ìý
Ìý
*If Applicable.
