Robo-advisory software automates the management of client portfolios for registered investment advisors (RIAs), financial brokers, and banks. These applications are designed to lower client acquisition and management costs for brokers, as well as increase the ease with which finance professionals can manage their client accounts, particularly ones with less investable assets.
Âé¶¹Ô´´ Analysis and Insights: Global Robo-Advisory Software Âé¶¹Ô´´
The global Robo-Advisory Software market is projected to grow from US$ million in 2024 to US$ million by 2030, at a Compound Annual Growth Rate (CAGR) of % during the forecast period.
The US & Canada market for Robo-Advisory Software is estimated to increase from $ million in 2024 to reach $ million by 2030, at a CAGR of % during the forecast period of 2025 through 2030.
The China market for Robo-Advisory Software is estimated to increase from $ million in 2024 to reach $ million by 2030, at a CAGR of % during the forecast period of 2025 through 2030.
The Europe market for Robo-Advisory Software is estimated to increase from $ million in 2024 to reach $ million by 2030, at a CAGR of % during the forecast period of 2025 through 2030.
The global key companies of Robo-Advisory Software include Peak Sales Recruiting, RobotFX, AdvisorEngine, Bambu, Empirica, InvestCloud, Kaspersky Lab, Invesco and Motif, etc. In 2023, the global top five players had a share approximately % in terms of revenue.
Robo-Advisory Software is widely used in various fields, such as Large Enterprises and SMEs, etc. Large Enterprises provides greatest supports to the Robo-Advisory Software industry development. In 2023, global % revenue of Robo-Advisory Software went into Large Enterprises filed and the proportion will reach to % in 2030.
Report Covers:
This report presents an overview of global market for Robo-Advisory Software market size. Analyses of the global market trends, with historic market revenue data for 2019 - 2023, estimates for 2024, and projections of CAGR through 2030.
This report researches the key producers of Robo-Advisory Software, also provides the revenue of main regions and countries. Highlights of the upcoming market potential for Robo-Advisory Software, and key regions/countries of focus to forecast this market into various segments and sub-segments. Country specific data and market value analysis for the U.S., Canada, Mexico, Brazil, China, Japan, South Korea, Southeast Asia, India, Germany, the U.K., Italy, Middle East, Africa, and Other Countries.
This report focuses on the Robo-Advisory Software revenue, market share and industry ranking of main companies, data from 2019 to 2024. Identification of the major stakeholders in the global Robo-Advisory Software market, and analysis of their competitive landscape and market positioning based on recent developments and segmental revenues. This report will help stakeholders to understand the competitive landscape and gain more insights and position their businesses and market strategies in a better way.
This report analyzes the segments data by Type and by Application, revenue, and growth rate, from 2019 to 2030. Evaluation and forecast the market size for Robo-Advisory Software revenue, projected growth trends, production technology, application and end-user industry.
Âé¶¹Ô´´ Segmentation
By Company
Peak Sales Recruiting
RobotFX
AdvisorEngine
Bambu
Empirica
InvestCloud
Kaspersky Lab
Invesco
Motif
nummularii
Ohpen
Oranj
Pintec
Scalable
Simplewealth
Techrules
Vestmark
Ways2Wealth
WeAdvise AG
Segment by Type
Cloud Based
Web Based
Segment by Application
Large Enterprises
SMEs
By Region
North America
United States
Canada
Europe
Germany
France
UK
Italy
Russia
Nordic Countries
Rest of Europe
China
Asia (excluding China)
Japan
South Korea
China Taiwan
Southeast Asia
India
Latin America, Middle East & Africa
Brazil
Mexico
Turkey
Israel
GCC Countries
Chapter Outline
Chapter 1: Introduces the report scope of the report, executive summary of different market segments (product 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: Revenue of Robo-Advisory Software in global and regional level. 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. 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-Advisory Software companies’ competitive landscape, revenue, market share and industry ranking, latest development plan, merger, and acquisition information, etc.
Chapter 4: Provides the analysis of various market segments by Type, covering the revenue, 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 revenue, and development potential of each market segment, to help readers find the blue ocean market in different downstream markets.
Chapter 6: North America (US & Canada) by Type, by Application and by country, revenue for each segment.
Chapter 7: Europe by Type, by Application and by country, revenue for each segment.
Chapter 8: China by Type, and by Application, revenue for each segment.
Chapter 9: Asia (excluding China) by Type, by Application and by region, revenue for each segment.
Chapter 10: Middle East, Africa, and Latin America by Type, by Application and by country, revenue for each segment.
Chapter 11: Provides profiles of key companies, introducing the basic situation of the main companies in the market in detail, including product descriptions and specifications, Robo-Advisory Software revenue, gross margin, and recent development, etc.
Chapter 12: Analyst's Viewpoints/Conclusions
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1 Report Overview
1.1 Study Scope
1.2 Âé¶¹Ô´´ Analysis by Type
1.2.1 Global Robo-Advisory Software Âé¶¹Ô´´ Size Growth Rate by Type, 2019 VS 2023 VS 2030
1.2.2 Cloud Based
1.2.3 Web Based
1.3 Âé¶¹Ô´´ by Application
1.3.1 Global Robo-Advisory Software Âé¶¹Ô´´ Size Growth Rate by Application, 2019 VS 2023 VS 2030
1.3.2 Large Enterprises
1.3.3 SMEs
1.4 Assumptions and Limitations
1.5 Study Objectives
1.6 Years Considered
2 Global Growth Trends
2.1 Global Robo-Advisory Software Âé¶¹Ô´´ Perspective (2019-2030)
2.2 Global Robo-Advisory Software Growth Trends by Region
2.2.1 Robo-Advisory Software Âé¶¹Ô´´ Size by Region: 2019 VS 2023 VS 2030
2.2.2 Robo-Advisory Software Historic Âé¶¹Ô´´ Size by Region (2019-2024)
2.2.3 Robo-Advisory Software Forecasted Âé¶¹Ô´´ Size by Region (2025-2030)
2.3 Robo-Advisory Software Âé¶¹Ô´´ Dynamics
2.3.1 Robo-Advisory Software Industry Trends
2.3.2 Robo-Advisory Software Âé¶¹Ô´´ Drivers
2.3.3 Robo-Advisory Software Âé¶¹Ô´´ Challenges
2.3.4 Robo-Advisory Software Âé¶¹Ô´´ Restraints
3 Competition Landscape by Key Players
3.1 Global Revenue Robo-Advisory Software by Players
3.1.1 Global Robo-Advisory Software Revenue by Players (2019-2024)
3.1.2 Global Robo-Advisory Software Revenue Âé¶¹Ô´´ Share by Players (2019-2024)
3.2 Global Robo-Advisory Software Âé¶¹Ô´´ Share by Company Type (Tier 1, Tier 2, and Tier 3)
3.3 Global Key Players of Robo-Advisory Software, Ranking by Revenue, 2022 VS 2023 VS 2024
3.4 Global Robo-Advisory Software Âé¶¹Ô´´ Concentration Ratio
3.4.1 Global Robo-Advisory Software Âé¶¹Ô´´ Concentration Ratio (CR5 and HHI)
3.4.2 Global Top 10 and Top 5 Companies by Robo-Advisory Software Revenue in 2023
3.5 Global Key Players of Robo-Advisory Software Head office and Area Served
3.6 Global Key Players of Robo-Advisory Software, Product and Application
3.7 Global Key Players of Robo-Advisory Software, Date of Enter into This Industry
3.8 Mergers & Acquisitions, Expansion Plans
4 Robo-Advisory Software Breakdown Data by Type
4.1 Global Robo-Advisory Software Historic Âé¶¹Ô´´ Size by Type (2019-2024)
4.2 Global Robo-Advisory Software Forecasted Âé¶¹Ô´´ Size by Type (2025-2030)
5 Robo-Advisory Software Breakdown Data by Application
5.1 Global Robo-Advisory Software Historic Âé¶¹Ô´´ Size by Application (2019-2024)
5.2 Global Robo-Advisory Software Forecasted Âé¶¹Ô´´ Size by Application (2025-2030)
6 North America
6.1 North America Robo-Advisory Software Âé¶¹Ô´´ Size (2019-2030)
6.2 North America Robo-Advisory Software Âé¶¹Ô´´ Size by Type
6.2.1 North America Robo-Advisory Software Âé¶¹Ô´´ Size by Type (2019-2024)
6.2.2 North America Robo-Advisory Software Âé¶¹Ô´´ Size by Type (2025-2030)
6.2.3 North America Robo-Advisory Software Âé¶¹Ô´´ Share by Type (2019-2030)
6.3 North America Robo-Advisory Software Âé¶¹Ô´´ Size by Application
6.3.1 North America Robo-Advisory Software Âé¶¹Ô´´ Size by Application (2019-2024)
6.3.2 North America Robo-Advisory Software Âé¶¹Ô´´ Size by Application (2025-2030)
6.3.3 North America Robo-Advisory Software Âé¶¹Ô´´ Share by Application (2019-2030)
6.4 North America Robo-Advisory Software Âé¶¹Ô´´ Size by Country
6.4.1 North America Robo-Advisory Software Âé¶¹Ô´´ Size by Country: 2019 VS 2023 VS 2030
6.4.2 North America Robo-Advisory Software Âé¶¹Ô´´ Size by Country (2019-2024)
6.4.3 North America Robo-Advisory Software Âé¶¹Ô´´ Size by Country (2025-2030)
6.4.4 U.S.
6.4.5 Canada
7 Europe
7.1 Europe Robo-Advisory Software Âé¶¹Ô´´ Size (2019-2030)
7.2 Europe Robo-Advisory Software Âé¶¹Ô´´ Size by Type
7.2.1 Europe Robo-Advisory Software Âé¶¹Ô´´ Size by Type (2019-2024)
7.2.2 Europe Robo-Advisory Software Âé¶¹Ô´´ Size by Type (2025-2030)
7.2.3 Europe Robo-Advisory Software Âé¶¹Ô´´ Share by Type (2019-2030)
7.3 Europe Robo-Advisory Software Âé¶¹Ô´´ Size by Application
7.3.1 Europe Robo-Advisory Software Âé¶¹Ô´´ Size by Application (2019-2024)
7.3.2 Europe Robo-Advisory Software Âé¶¹Ô´´ Size by Application (2025-2030)
7.3.3 Europe Robo-Advisory Software Âé¶¹Ô´´ Share by Application (2019-2030)
7.4 Europe Robo-Advisory Software Âé¶¹Ô´´ Size by Country
7.4.1 Europe Robo-Advisory Software Âé¶¹Ô´´ Size by Country: 2019 VS 2023 VS 2030
7.4.2 Europe Robo-Advisory Software Âé¶¹Ô´´ Size by Country (2019-2024)
7.4.3 Europe Robo-Advisory Software Âé¶¹Ô´´ Size by Country (2025-2030)
7.4.3 Germany
7.4.4 France
7.4.5 U.K.
7.4.6 Italy
7.4.7 Russia
7.4.8 Nordic Countries
8 China
8.1 China Robo-Advisory Software Âé¶¹Ô´´ Size (2019-2030)
8.2 China Robo-Advisory Software Âé¶¹Ô´´ Size by Type
8.2.1 China Robo-Advisory Software Âé¶¹Ô´´ Size by Type (2019-2024)
8.2.2 China Robo-Advisory Software Âé¶¹Ô´´ Size by Type (2025-2030)
8.2.3 China Robo-Advisory Software Âé¶¹Ô´´ Share by Type (2019-2030)
8.3 China Robo-Advisory Software Âé¶¹Ô´´ Size by Application
8.3.1 China Robo-Advisory Software Âé¶¹Ô´´ Size by Application (2019-2024)
8.3.2 China Robo-Advisory Software Âé¶¹Ô´´ Size by Application (2025-2030)
8.3.3 China Robo-Advisory Software Âé¶¹Ô´´ Share by Application (2019-2030)
9 Asia (excluding China)
9.1 Asia Robo-Advisory Software Âé¶¹Ô´´ Size (2019-2030)
9.2 Asia Robo-Advisory Software Âé¶¹Ô´´ Size by Type
9.2.1 Asia Robo-Advisory Software Âé¶¹Ô´´ Size by Type (2019-2024)
9.2.2 Asia Robo-Advisory Software Âé¶¹Ô´´ Size by Type (2025-2030)
9.2.3 Asia Robo-Advisory Software Âé¶¹Ô´´ Share by Type (2019-2030)
9.3 Asia Robo-Advisory Software Âé¶¹Ô´´ Size by Application
9.3.1 Asia Robo-Advisory Software Âé¶¹Ô´´ Size by Application (2019-2024)
9.3.2 Asia Robo-Advisory Software Âé¶¹Ô´´ Size by Application (2025-2030)
9.3.3 Asia Robo-Advisory Software Âé¶¹Ô´´ Share by Application (2019-2030)
9.4 Asia Robo-Advisory Software Âé¶¹Ô´´ Size by Region
9.4.1 Asia Robo-Advisory Software Âé¶¹Ô´´ Size by Region: 2019 VS 2023 VS 2030
9.4.2 Asia Robo-Advisory Software Âé¶¹Ô´´ Size by Region (2019-2024)
9.4.3 Asia Robo-Advisory Software Âé¶¹Ô´´ Size by Region (2025-2030)
9.4.4 Japan
9.4.5 South Korea
9.4.6 China Taiwan
9.4.7 Southeast Asia
9.4.8 India
9.4.9 Australia
10 Middle East, Africa, and Latin America
10.1 Middle East, Africa, and Latin America Robo-Advisory Software Âé¶¹Ô´´ Size (2019-2030)
10.2 Middle East, Africa, and Latin America Robo-Advisory Software Âé¶¹Ô´´ Size by Type
10.2.1 Middle East, Africa, and Latin America Robo-Advisory Software Âé¶¹Ô´´ Size by Type (2019-2024)
10.2.2 Middle East, Africa, and Latin America Robo-Advisory Software Âé¶¹Ô´´ Size by Type (2025-2030)
10.2.3 Middle East, Africa, and Latin America Robo-Advisory Software Âé¶¹Ô´´ Share by Type (2019-2030)
10.3 Middle East, Africa, and Latin America Robo-Advisory Software Âé¶¹Ô´´ Size by Application
10.3.1 Middle East, Africa, and Latin America Robo-Advisory Software Âé¶¹Ô´´ Size by Application (2019-2024)
10.3.2 Middle East, Africa, and Latin America Robo-Advisory Software Âé¶¹Ô´´ Size by Application (2025-2030)
10.3.3 Middle East, Africa, and Latin America Robo-Advisory Software Âé¶¹Ô´´ Share by Application (2019-2030)
10.4 Middle East, Africa, and Latin America Robo-Advisory Software Âé¶¹Ô´´ Size by Country
10.4.1 Middle East, Africa, and Latin America Robo-Advisory Software Âé¶¹Ô´´ Size by Country: 2019 VS 2023 VS 2030
10.4.2 Middle East, Africa, and Latin America Robo-Advisory Software Âé¶¹Ô´´ Size by Country (2019-2024)
10.4.3 Middle East, Africa, and Latin America Robo-Advisory Software Âé¶¹Ô´´ Size by Country (2025-2030)
10.4.4 Brazil
10.4.5 Mexico
10.4.6 Turkey
10.4.7 Saudi Arabia
10.4.8 Israel
10.4.9 GCC Countries
11 Key Players Profiles
11.1 Peak Sales Recruiting
11.1.1 Peak Sales Recruiting Company Details
11.1.2 Peak Sales Recruiting Business Overview
11.1.3 Peak Sales Recruiting Robo-Advisory Software Introduction
11.1.4 Peak Sales Recruiting Revenue in Robo-Advisory Software Business (2019-2024)
11.1.5 Peak Sales Recruiting Recent Developments
11.2 RobotFX
11.2.1 RobotFX Company Details
11.2.2 RobotFX Business Overview
11.2.3 RobotFX Robo-Advisory Software Introduction
11.2.4 RobotFX Revenue in Robo-Advisory Software Business (2019-2024)
11.2.5 RobotFX Recent Developments
11.3 AdvisorEngine
11.3.1 AdvisorEngine Company Details
11.3.2 AdvisorEngine Business Overview
11.3.3 AdvisorEngine Robo-Advisory Software Introduction
11.3.4 AdvisorEngine Revenue in Robo-Advisory Software Business (2019-2024)
11.3.5 AdvisorEngine Recent Developments
11.4 Bambu
11.4.1 Bambu Company Details
11.4.2 Bambu Business Overview
11.4.3 Bambu Robo-Advisory Software Introduction
11.4.4 Bambu Revenue in Robo-Advisory Software Business (2019-2024)
11.4.5 Bambu Recent Developments
11.5 Empirica
11.5.1 Empirica Company Details
11.5.2 Empirica Business Overview
11.5.3 Empirica Robo-Advisory Software Introduction
11.5.4 Empirica Revenue in Robo-Advisory Software Business (2019-2024)
11.5.5 Empirica Recent Developments
11.6 InvestCloud
11.6.1 InvestCloud Company Details
11.6.2 InvestCloud Business Overview
11.6.3 InvestCloud Robo-Advisory Software Introduction
11.6.4 InvestCloud Revenue in Robo-Advisory Software Business (2019-2024)
11.6.5 InvestCloud Recent Developments
11.7 Kaspersky Lab
11.7.1 Kaspersky Lab Company Details
11.7.2 Kaspersky Lab Business Overview
11.7.3 Kaspersky Lab Robo-Advisory Software Introduction
11.7.4 Kaspersky Lab Revenue in Robo-Advisory Software Business (2019-2024)
11.7.5 Kaspersky Lab Recent Developments
11.8 Invesco
11.8.1 Invesco Company Details
11.8.2 Invesco Business Overview
11.8.3 Invesco Robo-Advisory Software Introduction
11.8.4 Invesco Revenue in Robo-Advisory Software Business (2019-2024)
11.8.5 Invesco Recent Developments
11.9 Motif
11.9.1 Motif Company Details
11.9.2 Motif Business Overview
11.9.3 Motif Robo-Advisory Software Introduction
11.9.4 Motif Revenue in Robo-Advisory Software Business (2019-2024)
11.9.5 Motif Recent Developments
11.10 nummularii
11.10.1 nummularii Company Details
11.10.2 nummularii Business Overview
11.10.3 nummularii Robo-Advisory Software Introduction
11.10.4 nummularii Revenue in Robo-Advisory Software Business (2019-2024)
11.10.5 nummularii Recent Developments
11.11 Ohpen
11.11.1 Ohpen Company Details
11.11.2 Ohpen Business Overview
11.11.3 Ohpen Robo-Advisory Software Introduction
11.11.4 Ohpen Revenue in Robo-Advisory Software Business (2019-2024)
11.11.5 Ohpen Recent Developments
11.12 Oranj
11.12.1 Oranj Company Details
11.12.2 Oranj Business Overview
11.12.3 Oranj Robo-Advisory Software Introduction
11.12.4 Oranj Revenue in Robo-Advisory Software Business (2019-2024)
11.12.5 Oranj Recent Developments
11.13 Pintec
11.13.1 Pintec Company Details
11.13.2 Pintec Business Overview
11.13.3 Pintec Robo-Advisory Software Introduction
11.13.4 Pintec Revenue in Robo-Advisory Software Business (2019-2024)
11.13.5 Pintec Recent Developments
11.14 Scalable
11.14.1 Scalable Company Details
11.14.2 Scalable Business Overview
11.14.3 Scalable Robo-Advisory Software Introduction
11.14.4 Scalable Revenue in Robo-Advisory Software Business (2019-2024)
11.14.5 Scalable Recent Developments
11.15 Simplewealth
11.15.1 Simplewealth Company Details
11.15.2 Simplewealth Business Overview
11.15.3 Simplewealth Robo-Advisory Software Introduction
11.15.4 Simplewealth Revenue in Robo-Advisory Software Business (2019-2024)
11.15.5 Simplewealth Recent Developments
11.16 Techrules
11.16.1 Techrules Company Details
11.16.2 Techrules Business Overview
11.16.3 Techrules Robo-Advisory Software Introduction
11.16.4 Techrules Revenue in Robo-Advisory Software Business (2019-2024)
11.16.5 Techrules Recent Developments
11.17 Vestmark
11.17.1 Vestmark Company Details
11.17.2 Vestmark Business Overview
11.17.3 Vestmark Robo-Advisory Software Introduction
11.17.4 Vestmark Revenue in Robo-Advisory Software Business (2019-2024)
11.17.5 Vestmark Recent Developments
11.18 Ways2Wealth
11.18.1 Ways2Wealth Company Details
11.18.2 Ways2Wealth Business Overview
11.18.3 Ways2Wealth Robo-Advisory Software Introduction
11.18.4 Ways2Wealth Revenue in Robo-Advisory Software Business (2019-2024)
11.18.5 Ways2Wealth Recent Developments
11.19 WeAdvise AG
11.19.1 WeAdvise AG Company Details
11.19.2 WeAdvise AG Business Overview
11.19.3 WeAdvise AG Robo-Advisory Software Introduction
11.19.4 WeAdvise AG Revenue in Robo-Advisory Software Business (2019-2024)
11.19.5 WeAdvise AG Recent Developments
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
Peak Sales Recruiting
RobotFX
AdvisorEngine
Bambu
Empirica
InvestCloud
Kaspersky Lab
Invesco
Motif
nummularii
Ohpen
Oranj
Pintec
Scalable
Simplewealth
Techrules
Vestmark
Ways2Wealth
WeAdvise AG
Ìý
Ìý
*If Applicable.