
The global Wealth Management Technology Solution market was valued at US$ 111 million in 2023 and is anticipated to reach US$ 182.4 million by 2030, witnessing a CAGR of 6.5% during the forecast period 2024-2030.
The market size has grown at a moderate pace over the past few years with a high growth rate, and the market is expected to grow significantly during the forecast period.
This report aims to provide a comprehensive presentation of the global market for Wealth Management Technology Solution, 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 Wealth Management Technology Solution.
Report Scope
The Wealth Management Technology Solution market size, estimations, and forecasts are provided in terms of 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 Wealth Management Technology Solution 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 Wealth Management Technology Solution companies, new entrants, and industry chain related companies in this market with information on the revenues, sales volume, and average price for the overall market and the sub-segments across the different segments, by company, by Type, by Application, and by regions.
Âé¶¹Ô´´ Segmentation
By Company
Delio
Dorsum
DriveWealth
Elinvar
FNZ
GBST
New Access
NICE Actimize
Ortec Finance
Prometeia
TrueLayer
BRITech
InvestSuite
Smart Communications
Segment by Type
Software
Services
Segment by Application
Banks
Investment Firms
Wealth Management Firms
Others
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
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 Wealth Management Technology Solution 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 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.
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1 Report Overview
1.1 Study Scope
1.2 Âé¶¹Ô´´ Analysis by Type
1.2.1 Global Wealth Management Technology Solution Âé¶¹Ô´´ Size Growth Rate by Type: 2019 VS 2023 VS 2030
1.2.2 Software
1.2.3 Services
1.3 Âé¶¹Ô´´ by Application
1.3.1 Global Wealth Management Technology Solution Âé¶¹Ô´´ Growth by Application: 2019 VS 2023 VS 2030
1.3.2 Banks
1.3.3 Investment Firms
1.3.4 Wealth Management Firms
1.3.5 Others
1.4 Study Objectives
1.5 Years Considered
1.6 Years Considered
2 Global Growth Trends
2.1 Global Wealth Management Technology Solution Âé¶¹Ô´´ Perspective (2019-2030)
2.2 Wealth Management Technology Solution Growth Trends by Region
2.2.1 Global Wealth Management Technology Solution Âé¶¹Ô´´ Size by Region: 2019 VS 2023 VS 2030
2.2.2 Wealth Management Technology Solution Historic Âé¶¹Ô´´ Size by Region (2019-2024)
2.2.3 Wealth Management Technology Solution Forecasted Âé¶¹Ô´´ Size by Region (2025-2030)
2.3 Wealth Management Technology Solution Âé¶¹Ô´´ Dynamics
2.3.1 Wealth Management Technology Solution Industry Trends
2.3.2 Wealth Management Technology Solution Âé¶¹Ô´´ Drivers
2.3.3 Wealth Management Technology Solution Âé¶¹Ô´´ Challenges
2.3.4 Wealth Management Technology Solution Âé¶¹Ô´´ Restraints
3 Competition Landscape by Key Players
3.1 Global Top Wealth Management Technology Solution Players by Revenue
3.1.1 Global Top Wealth Management Technology Solution Players by Revenue (2019-2024)
3.1.2 Global Wealth Management Technology Solution Revenue Âé¶¹Ô´´ Share by Players (2019-2024)
3.2 Global Wealth Management Technology Solution Âé¶¹Ô´´ Share by Company Type (Tier 1, Tier 2, and Tier 3)
3.3 Players Covered: Ranking by Wealth Management Technology Solution Revenue
3.4 Global Wealth Management Technology Solution Âé¶¹Ô´´ Concentration Ratio
3.4.1 Global Wealth Management Technology Solution Âé¶¹Ô´´ Concentration Ratio (CR5 and HHI)
3.4.2 Global Top 10 and Top 5 Companies by Wealth Management Technology Solution Revenue in 2023
3.5 Wealth Management Technology Solution Key Players Head office and Area Served
3.6 Key Players Wealth Management Technology Solution Product Solution and Service
3.7 Date of Enter into Wealth Management Technology Solution Âé¶¹Ô´´
3.8 Mergers & Acquisitions, Expansion Plans
4 Wealth Management Technology Solution Breakdown Data by Type
4.1 Global Wealth Management Technology Solution Historic Âé¶¹Ô´´ Size by Type (2019-2024)
4.2 Global Wealth Management Technology Solution Forecasted Âé¶¹Ô´´ Size by Type (2025-2030)
5 Wealth Management Technology Solution Breakdown Data by Application
5.1 Global Wealth Management Technology Solution Historic Âé¶¹Ô´´ Size by Application (2019-2024)
5.2 Global Wealth Management Technology Solution Forecasted Âé¶¹Ô´´ Size by Application (2025-2030)
6 North America
6.1 North America Wealth Management Technology Solution Âé¶¹Ô´´ Size (2019-2030)
6.2 North America Wealth Management Technology Solution Âé¶¹Ô´´ Growth Rate by Country: 2019 VS 2023 VS 2030
6.3 North America Wealth Management Technology Solution Âé¶¹Ô´´ Size by Country (2019-2024)
6.4 North America Wealth Management Technology Solution Âé¶¹Ô´´ Size by Country (2025-2030)
6.5 United States
6.6 Canada
7 Europe
7.1 Europe Wealth Management Technology Solution Âé¶¹Ô´´ Size (2019-2030)
7.2 Europe Wealth Management Technology Solution Âé¶¹Ô´´ Growth Rate by Country: 2019 VS 2023 VS 2030
7.3 Europe Wealth Management Technology Solution Âé¶¹Ô´´ Size by Country (2019-2024)
7.4 Europe Wealth Management Technology Solution Âé¶¹Ô´´ 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 Wealth Management Technology Solution Âé¶¹Ô´´ Size (2019-2030)
8.2 Asia-Pacific Wealth Management Technology Solution Âé¶¹Ô´´ Growth Rate by Region: 2019 VS 2023 VS 2030
8.3 Asia-Pacific Wealth Management Technology Solution Âé¶¹Ô´´ Size by Region (2019-2024)
8.4 Asia-Pacific Wealth Management Technology Solution Âé¶¹Ô´´ 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 Wealth Management Technology Solution Âé¶¹Ô´´ Size (2019-2030)
9.2 Latin America Wealth Management Technology Solution Âé¶¹Ô´´ Growth Rate by Country: 2019 VS 2023 VS 2030
9.3 Latin America Wealth Management Technology Solution Âé¶¹Ô´´ Size by Country (2019-2024)
9.4 Latin America Wealth Management Technology Solution Âé¶¹Ô´´ Size by Country (2025-2030)
9.5 Mexico
9.6 Brazil
10 Middle East & Africa
10.1 Middle East & Africa Wealth Management Technology Solution Âé¶¹Ô´´ Size (2019-2030)
10.2 Middle East & Africa Wealth Management Technology Solution Âé¶¹Ô´´ Growth Rate by Country: 2019 VS 2023 VS 2030
10.3 Middle East & Africa Wealth Management Technology Solution Âé¶¹Ô´´ Size by Country (2019-2024)
10.4 Middle East & Africa Wealth Management Technology Solution Âé¶¹Ô´´ Size by Country (2025-2030)
10.5 Turkey
10.6 Saudi Arabia
10.7 UAE
11 Key Players Profiles
11.1 Delio
11.1.1 Delio Company Detail
11.1.2 Delio Business Overview
11.1.3 Delio Wealth Management Technology Solution Introduction
11.1.4 Delio Revenue in Wealth Management Technology Solution Business (2019-2024)
11.1.5 Delio Recent Development
11.2 Dorsum
11.2.1 Dorsum Company Detail
11.2.2 Dorsum Business Overview
11.2.3 Dorsum Wealth Management Technology Solution Introduction
11.2.4 Dorsum Revenue in Wealth Management Technology Solution Business (2019-2024)
11.2.5 Dorsum Recent Development
11.3 DriveWealth
11.3.1 DriveWealth Company Detail
11.3.2 DriveWealth Business Overview
11.3.3 DriveWealth Wealth Management Technology Solution Introduction
11.3.4 DriveWealth Revenue in Wealth Management Technology Solution Business (2019-2024)
11.3.5 DriveWealth Recent Development
11.4 Elinvar
11.4.1 Elinvar Company Detail
11.4.2 Elinvar Business Overview
11.4.3 Elinvar Wealth Management Technology Solution Introduction
11.4.4 Elinvar Revenue in Wealth Management Technology Solution Business (2019-2024)
11.4.5 Elinvar Recent Development
11.5 FNZ
11.5.1 FNZ Company Detail
11.5.2 FNZ Business Overview
11.5.3 FNZ Wealth Management Technology Solution Introduction
11.5.4 FNZ Revenue in Wealth Management Technology Solution Business (2019-2024)
11.5.5 FNZ Recent Development
11.6 GBST
11.6.1 GBST Company Detail
11.6.2 GBST Business Overview
11.6.3 GBST Wealth Management Technology Solution Introduction
11.6.4 GBST Revenue in Wealth Management Technology Solution Business (2019-2024)
11.6.5 GBST Recent Development
11.7 New Access
11.7.1 New Access Company Detail
11.7.2 New Access Business Overview
11.7.3 New Access Wealth Management Technology Solution Introduction
11.7.4 New Access Revenue in Wealth Management Technology Solution Business (2019-2024)
11.7.5 New Access Recent Development
11.8 NICE Actimize
11.8.1 NICE Actimize Company Detail
11.8.2 NICE Actimize Business Overview
11.8.3 NICE Actimize Wealth Management Technology Solution Introduction
11.8.4 NICE Actimize Revenue in Wealth Management Technology Solution Business (2019-2024)
11.8.5 NICE Actimize Recent Development
11.9 Ortec Finance
11.9.1 Ortec Finance Company Detail
11.9.2 Ortec Finance Business Overview
11.9.3 Ortec Finance Wealth Management Technology Solution Introduction
11.9.4 Ortec Finance Revenue in Wealth Management Technology Solution Business (2019-2024)
11.9.5 Ortec Finance Recent Development
11.10 Prometeia
11.10.1 Prometeia Company Detail
11.10.2 Prometeia Business Overview
11.10.3 Prometeia Wealth Management Technology Solution Introduction
11.10.4 Prometeia Revenue in Wealth Management Technology Solution Business (2019-2024)
11.10.5 Prometeia Recent Development
11.11 TrueLayer
11.11.1 TrueLayer Company Detail
11.11.2 TrueLayer Business Overview
11.11.3 TrueLayer Wealth Management Technology Solution Introduction
11.11.4 TrueLayer Revenue in Wealth Management Technology Solution Business (2019-2024)
11.11.5 TrueLayer Recent Development
11.12 BRITech
11.12.1 BRITech Company Detail
11.12.2 BRITech Business Overview
11.12.3 BRITech Wealth Management Technology Solution Introduction
11.12.4 BRITech Revenue in Wealth Management Technology Solution Business (2019-2024)
11.12.5 BRITech Recent Development
11.13 InvestSuite
11.13.1 InvestSuite Company Detail
11.13.2 InvestSuite Business Overview
11.13.3 InvestSuite Wealth Management Technology Solution Introduction
11.13.4 InvestSuite Revenue in Wealth Management Technology Solution Business (2019-2024)
11.13.5 InvestSuite Recent Development
11.14 Smart Communications
11.14.1 Smart Communications Company Detail
11.14.2 Smart Communications Business Overview
11.14.3 Smart Communications Wealth Management Technology Solution Introduction
11.14.4 Smart Communications Revenue in Wealth Management Technology Solution Business (2019-2024)
11.14.5 Smart Communications 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
Delio
Dorsum
DriveWealth
Elinvar
FNZ
GBST
New Access
NICE Actimize
Ortec Finance
Prometeia
TrueLayer
BRITech
InvestSuite
Smart Communications
Ìý
Ìý
*If Applicable.
