Global Robo-advisor 麻豆原创 Research Report 2024

Publication ID:

PB511240179

Publication Date:

November 25, 2024

Pages:

Publisher:

MRRPB5

Countries:

Global [1]

USD 2,900.00

IT Services [2]

Computing & Electronics [3]

Description:

The global Robo-advisor market was valued at US$ 1691600 million in 2023 and is anticipated to reach US$ 2644980 million by 2030, witnessing a CAGR of 6.6% during the forecast period 2024-2030.
A robo-advisor is a digital platform that provides automated, algorithm-driven financial planning services with minimal human intervention. These platforms typically use algorithms to create and manage investment portfolios based on individual financial goals, risk tolerance, and time horizon.
麻豆原创 Drivers:
Cost-Effective Solutions:
Robo-advisors offer cost-effective investment solutions compared to traditional financial advisors, making them attractive to cost-conscious investors.
Accessibility:
Robo-advisors provide easy access to investment services, allowing individuals with varying levels of wealth to benefit from professional portfolio management.
Personalization:
These platforms offer personalized investment strategies based on individual financial goals and risk profiles, enhancing the user experience and meeting diverse investor needs.
Automation and Efficiency:
Automation of investment processes streamlines portfolio management, reduces human error, and ensures consistent monitoring and rebalancing of portfolios.
Transparency:
Robo-advisors often provide transparent fee structures and investment strategies, giving investors clarity and insight into their portfolios' performance.
麻豆原创 Challenges:
Limited Human Interaction:
Some investors may prefer human advisors for personalized advice and emotional support during market fluctuations, which can be lacking in robo-advisor services.
Complex Investor Needs:
Robo-advisors may struggle to address complex financial situations that require nuanced strategies and personalized guidance beyond what algorithms can provide.
Regulatory Compliance:
Compliance with financial regulations and ensuring data security and privacy are critical challenges for robo-advisor firms, especially as they handle sensitive financial information.
麻豆原创 Volatility:
Rapid market changes and economic downturns can challenge robo-advisors' algorithms and strategies, potentially leading to suboptimal investment decisions.
Competition:
The increasing number of robo-advisor platforms has intensified competition in the market, requiring firms to differentiate themselves through innovative services and value propositions.
Educational Barriers:
Educating investors about the benefits and limitations of robo-advisors, as well as addressing concerns about the technology's reliability, can be a significant challenge in expanding market adoption.
This report aims to provide a comprehensive presentation of the global market for Robo-advisor, 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 Robo-advisor.
The Robo-advisor market size, estimations, and forecasts are provided in terms of and revenue ($ millions), considering 2023 as the base year, with history and forecast data for the period from 2019 to 2030. This report segments the global Robo-advisor 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 Robo-advisor 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.
麻豆原创 Segmentation
By Company
Betterment
Ritholtz Wealth Management
Empower
Vanguard Personal Advisor
Wealthfront
SigFig Wealth Management
Schwab Intelligent Portfolios
SoFi
Wealthsimple
RBC
Ellevest
Acorns
Stash
Axos
Fidelity
ETRADE
Ally
Justwealth
Questrade
Qtrade
Segment by Type
Free
Charge
Segment by Application
Healthcare
Retail
Education
Others
By Region
North America
United States
Canada
Asia-Pacific
China
Japan
South Korea
Southeast Asia
India
Australia
Rest of Asia
Europe
Germany
France
U.K.
Italy
Russia
Nordic Countries
Rest of Europe
Latin America
Mexico
Brazil
Rest of Latin America
Middle East & Africa
Turkey
Saudi Arabia
UAE
Rest of MEA
Chapter Outline
Chapter 1: Introduces the report scope of the report, executive summary of different market segments (by Type, by 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 Robo-advisor company 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 main companies in the market in detail, including product sales, revenue, price, 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.

Table Of Contents:

1 Report Overview
1.1 Study Scope
1.2 麻豆原创 Analysis by Type
1.2.1 Global Robo-advisor 麻豆原创 Size Growth Rate by Type: 2019 VS 2023 VS 2030
1.2.2 Free
1.2.3 Charge
1.3 麻豆原创 by Application
1.3.1 Global Robo-advisor 麻豆原创 Growth by Application: 2019 VS 2023 VS 2030
1.3.2 Healthcare
1.3.3 Retail
1.3.4 Education
1.3.5 Others
1.4 Assumptions and Limitations
1.5 Study Objectives
1.6 Years Considered
2 Global Growth Trends
2.1 Global Robo-advisor 麻豆原创 Perspective (2019-2030)
2.2 Global Robo-advisor Growth Trends by Region
2.2.1 Global Robo-advisor 麻豆原创 Size by Region: 2019 VS 2023 VS 2030
2.2.2 Robo-advisor Historic 麻豆原创 Size by Region (2019-2024)
2.2.3 Robo-advisor Forecasted 麻豆原创 Size by Region (2025-2030)
2.3 Robo-advisor 麻豆原创 Dynamics
2.3.1 Robo-advisor Industry Trends
2.3.2 Robo-advisor 麻豆原创 Drivers
2.3.3 Robo-advisor 麻豆原创 Challenges
2.3.4 Robo-advisor 麻豆原创 Restraints
3 Competition Landscape by Key Players
3.1 Global Top Robo-advisor Players by Revenue
3.1.1 Global Top Robo-advisor Players by Revenue (2019-2024)
3.1.2 Global Robo-advisor Revenue 麻豆原创 Share by Players (2019-2024)
3.2 Global Robo-advisor 麻豆原创 Share by Company Type (Tier 1, Tier 2, and Tier 3)
3.3 Global Key Players Ranking by Robo-advisor Revenue
3.4 Global Robo-advisor 麻豆原创 Concentration Ratio
3.4.1 Global Robo-advisor 麻豆原创 Concentration Ratio (CR5 and HHI)
3.4.2 Global Top 10 and Top 5 Companies by Robo-advisor Revenue in 2023
3.5 Global Key Players of Robo-advisor Head office and Area Served
3.6 Global Key Players of Robo-advisor, Product and Application
3.7 Global Key Players of Robo-advisor, Date of Enter into This Industry
3.8 Mergers & Acquisitions, Expansion Plans
4 Robo-advisor Breakdown Data by Type
4.1 Global Robo-advisor Historic 麻豆原创 Size by Type (2019-2024)
4.2 Global Robo-advisor Forecasted 麻豆原创 Size by Type (2025-2030)
5 Robo-advisor Breakdown Data by Application
5.1 Global Robo-advisor Historic 麻豆原创 Size by Application (2019-2024)
5.2 Global Robo-advisor Forecasted 麻豆原创 Size by Application (2025-2030)
6 North America
6.1 North America Robo-advisor 麻豆原创 Size (2019-2030)
6.2 North America Robo-advisor 麻豆原创 Growth Rate by Country: 2019 VS 2023 VS 2030
6.3 North America Robo-advisor 麻豆原创 Size by Country (2019-2024)
6.4 North America Robo-advisor 麻豆原创 Size by Country (2025-2030)
6.5 United States
6.6 Canada
7 Europe
7.1 Europe Robo-advisor 麻豆原创 Size (2019-2030)
7.2 Europe Robo-advisor 麻豆原创 Growth Rate by Country: 2019 VS 2023 VS 2030
7.3 Europe Robo-advisor 麻豆原创 Size by Country (2019-2024)
7.4 Europe Robo-advisor 麻豆原创 Size by Country (2025-2030)
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 Robo-advisor 麻豆原创 Size (2019-2030)
8.2 Asia-Pacific Robo-advisor 麻豆原创 Growth Rate by Country: 2019 VS 2023 VS 2030
8.3 Asia-Pacific Robo-advisor 麻豆原创 Size by Region (2019-2024)
8.4 Asia-Pacific Robo-advisor 麻豆原创 Size by Region (2025-2030)
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 Robo-advisor 麻豆原创 Size (2019-2030)
9.2 Latin America Robo-advisor 麻豆原创 Growth Rate by Country: 2019 VS 2023 VS 2030
9.3 Latin America Robo-advisor 麻豆原创 Size by Country (2019-2024)
9.4 Latin America Robo-advisor 麻豆原创 Size by Country (2025-2030)
9.5 Mexico
9.6 Brazil
10 Middle East & Africa
10.1 Middle East & Africa Robo-advisor 麻豆原创 Size (2019-2030)
10.2 Middle East & Africa Robo-advisor 麻豆原创 Growth Rate by Country: 2019 VS 2023 VS 2030
10.3 Middle East & Africa Robo-advisor 麻豆原创 Size by Country (2019-2024)
10.4 Middle East & Africa Robo-advisor 麻豆原创 Size by Country (2025-2030)
10.5 Turkey
10.6 Saudi Arabia
10.7 UAE
11 Key Players Profiles
11.1 Betterment
11.1.1 Betterment Company Details
11.1.2 Betterment Business Overview
11.1.3 Betterment Robo-advisor Introduction
11.1.4 Betterment Revenue in Robo-advisor Business (2019-2024)
11.1.5 Betterment Recent Development
11.2 Ritholtz Wealth Management
11.2.1 Ritholtz Wealth Management Company Details
11.2.2 Ritholtz Wealth Management Business Overview
11.2.3 Ritholtz Wealth Management Robo-advisor Introduction
11.2.4 Ritholtz Wealth Management Revenue in Robo-advisor Business (2019-2024)
11.2.5 Ritholtz Wealth Management Recent Development
11.3 Empower
11.3.1 Empower Company Details
11.3.2 Empower Business Overview
11.3.3 Empower Robo-advisor Introduction
11.3.4 Empower Revenue in Robo-advisor Business (2019-2024)
11.3.5 Empower Recent Development
11.4 Vanguard Personal Advisor
11.4.1 Vanguard Personal Advisor Company Details
11.4.2 Vanguard Personal Advisor Business Overview
11.4.3 Vanguard Personal Advisor Robo-advisor Introduction
11.4.4 Vanguard Personal Advisor Revenue in Robo-advisor Business (2019-2024)
11.4.5 Vanguard Personal Advisor Recent Development
11.5 Wealthfront
11.5.1 Wealthfront Company Details
11.5.2 Wealthfront Business Overview
11.5.3 Wealthfront Robo-advisor Introduction
11.5.4 Wealthfront Revenue in Robo-advisor Business (2019-2024)
11.5.5 Wealthfront Recent Development
11.6 SigFig Wealth Management
11.6.1 SigFig Wealth Management Company Details
11.6.2 SigFig Wealth Management Business Overview
11.6.3 SigFig Wealth Management Robo-advisor Introduction
11.6.4 SigFig Wealth Management Revenue in Robo-advisor Business (2019-2024)
11.6.5 SigFig Wealth Management Recent Development
11.7 Schwab Intelligent Portfolios
11.7.1 Schwab Intelligent Portfolios Company Details
11.7.2 Schwab Intelligent Portfolios Business Overview
11.7.3 Schwab Intelligent Portfolios Robo-advisor Introduction
11.7.4 Schwab Intelligent Portfolios Revenue in Robo-advisor Business (2019-2024)
11.7.5 Schwab Intelligent Portfolios Recent Development
11.8 SoFi
11.8.1 SoFi Company Details
11.8.2 SoFi Business Overview
11.8.3 SoFi Robo-advisor Introduction
11.8.4 SoFi Revenue in Robo-advisor Business (2019-2024)
11.8.5 SoFi Recent Development
11.9 Wealthsimple
11.9.1 Wealthsimple Company Details
11.9.2 Wealthsimple Business Overview
11.9.3 Wealthsimple Robo-advisor Introduction
11.9.4 Wealthsimple Revenue in Robo-advisor Business (2019-2024)
11.9.5 Wealthsimple Recent Development
11.10 RBC
11.10.1 RBC Company Details
11.10.2 RBC Business Overview
11.10.3 RBC Robo-advisor Introduction
11.10.4 RBC Revenue in Robo-advisor Business (2019-2024)
11.10.5 RBC Recent Development
11.11 Ellevest
11.11.1 Ellevest Company Details
11.11.2 Ellevest Business Overview
11.11.3 Ellevest Robo-advisor Introduction
11.11.4 Ellevest Revenue in Robo-advisor Business (2019-2024)
11.11.5 Ellevest Recent Development
11.12 Acorns
11.12.1 Acorns Company Details
11.12.2 Acorns Business Overview
11.12.3 Acorns Robo-advisor Introduction
11.12.4 Acorns Revenue in Robo-advisor Business (2019-2024)
11.12.5 Acorns Recent Development
11.13 Stash
11.13.1 Stash Company Details
11.13.2 Stash Business Overview
11.13.3 Stash Robo-advisor Introduction
11.13.4 Stash Revenue in Robo-advisor Business (2019-2024)
11.13.5 Stash Recent Development
11.14 Axos
11.14.1 Axos Company Details
11.14.2 Axos Business Overview
11.14.3 Axos Robo-advisor Introduction
11.14.4 Axos Revenue in Robo-advisor Business (2019-2024)
11.14.5 Axos Recent Development
11.15 Fidelity
11.15.1 Fidelity Company Details
11.15.2 Fidelity Business Overview
11.15.3 Fidelity Robo-advisor Introduction
11.15.4 Fidelity Revenue in Robo-advisor Business (2019-2024)
11.15.5 Fidelity Recent Development
11.16 ETRADE
11.16.1 ETRADE Company Details
11.16.2 ETRADE Business Overview
11.16.3 ETRADE Robo-advisor Introduction
11.16.4 ETRADE Revenue in Robo-advisor Business (2019-2024)
11.16.5 ETRADE Recent Development
11.17 Ally
11.17.1 Ally Company Details
11.17.2 Ally Business Overview
11.17.3 Ally Robo-advisor Introduction
11.17.4 Ally Revenue in Robo-advisor Business (2019-2024)
11.17.5 Ally Recent Development
11.18 Justwealth
11.18.1 Justwealth Company Details
11.18.2 Justwealth Business Overview
11.18.3 Justwealth Robo-advisor Introduction
11.18.4 Justwealth Revenue in Robo-advisor Business (2019-2024)
11.18.5 Justwealth Recent Development
11.19 Questrade
11.19.1 Questrade Company Details
11.19.2 Questrade Business Overview
11.19.3 Questrade Robo-advisor Introduction
11.19.4 Questrade Revenue in Robo-advisor Business (2019-2024)
11.19.5 Questrade Recent Development
11.20 Qtrade
11.20.1 Qtrade Company Details
11.20.2 Qtrade Business Overview
11.20.3 Qtrade Robo-advisor Introduction
11.20.4 Qtrade Revenue in Robo-advisor Business (2019-2024)
11.20.5 Qtrade Recent Development
12 Analyst's Viewpoints/Conclusions
13 Appendix
13.1 Research Methodology
13.1.1 Methodology/Research Approach
13.1.1.1 Research Programs/Design
13.1.1.2 麻豆原创 Size Estimation
13.1.1.3 麻豆原创 Breakdown and Data Triangulation
13.1.2 Data Source
13.1.2.1 Secondary Sources
13.1.2.2 Primary Sources
13.2 Author Details
13.3 Disclaimer

Companies Mentioned:

Betterment
Ritholtz Wealth Management
Empower
Vanguard Personal Advisor
Wealthfront
SigFig Wealth Management
Schwab Intelligent Portfolios
SoFi
Wealthsimple
RBC
Ellevest
Acorns
Stash
Axos
Fidelity
ETRADE
Ally
Justwealth
Questrade
Qtrade

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