WealthTech solutions are solutions used for wealth planning management and they support ultra-high net equity and high net worth consumers. WealthTech solutions help clients achieve their financial goals successfully. WealthTech solutions provide various advantages such as more efficient portfolio management, improved liquidity of assets, cost transparency, and enhanced customer service. These advantages drive the WealthTech solutions market.WealthTech solutions are used for digitizing process/outsourcing automation, retirement savings, digitized management of customer relationships, and comprehensive analysis of financial data. WealthTech solutions are used for strategic planning for integrated employer stock modeling, cash flows, complicated tax planning, strategic estate planning, and legacy planning.
Highlights
The global WealthTech Solutions 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 WealthTech Solutions 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 WealthTech Solutions 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 WealthTech Solutions in Banks 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 WealthTech Solutions include FinMason, Aixigo AG, InvestCloud, Wealthfront Inc, Addepar, Valuefy, Moka Financial Technologies, Responsive.AI and FA Solutions, 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 WealthTech Solutions, 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 WealthTech Solutions.
The WealthTech Solutions 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 WealthTech Solutions 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 WealthTech Solutions 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
FinMason
Aixigo AG
InvestCloud
Wealthfront Inc
Addepar
Valuefy
Moka Financial Technologies
Responsive.AI
FA Solutions
BlackRock, Inc
Synechron
InvestSuite
BME Inntech
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
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 WealthTech Solutions 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.
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1 Report Overview
1.1 Study Scope
1.2 Âé¶¹Ô´´ Analysis by Type
1.2.1 Global WealthTech Solutions Âé¶¹Ô´´ Size Growth Rate by Type: 2018 VS 2022 VS 2029
1.2.2 Software
1.2.3 Services
1.3 Âé¶¹Ô´´ by Application
1.3.1 Global WealthTech Solutions Âé¶¹Ô´´ Growth by Application: 2018 VS 2022 VS 2029
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 WealthTech Solutions Âé¶¹Ô´´ Perspective (2018-2029)
2.2 WealthTech Solutions Growth Trends by Region
2.2.1 Global WealthTech Solutions Âé¶¹Ô´´ Size by Region: 2018 VS 2022 VS 2029
2.2.2 WealthTech Solutions Historic Âé¶¹Ô´´ Size by Region (2018-2023)
2.2.3 WealthTech Solutions Forecasted Âé¶¹Ô´´ Size by Region (2024-2029)
2.3 WealthTech Solutions Âé¶¹Ô´´ Dynamics
2.3.1 WealthTech Solutions Industry Trends
2.3.2 WealthTech Solutions Âé¶¹Ô´´ Drivers
2.3.3 WealthTech Solutions Âé¶¹Ô´´ Challenges
2.3.4 WealthTech Solutions Âé¶¹Ô´´ Restraints
3 Competition Landscape by Key Players
3.1 Global Top WealthTech Solutions Players by Revenue
3.1.1 Global Top WealthTech Solutions Players by Revenue (2018-2023)
3.1.2 Global WealthTech Solutions Revenue Âé¶¹Ô´´ Share by Players (2018-2023)
3.2 Global WealthTech Solutions Âé¶¹Ô´´ Share by Company Type (Tier 1, Tier 2, and Tier 3)
3.3 Players Covered: Ranking by WealthTech Solutions Revenue
3.4 Global WealthTech Solutions Âé¶¹Ô´´ Concentration Ratio
3.4.1 Global WealthTech Solutions Âé¶¹Ô´´ Concentration Ratio (CR5 and HHI)
3.4.2 Global Top 10 and Top 5 Companies by WealthTech Solutions Revenue in 2022
3.5 WealthTech Solutions Key Players Head office and Area Served
3.6 Key Players WealthTech Solutions Product Solution and Service
3.7 Date of Enter into WealthTech Solutions Âé¶¹Ô´´
3.8 Mergers & Acquisitions, Expansion Plans
4 WealthTech Solutions Breakdown Data by Type
4.1 Global WealthTech Solutions Historic Âé¶¹Ô´´ Size by Type (2018-2023)
4.2 Global WealthTech Solutions Forecasted Âé¶¹Ô´´ Size by Type (2024-2029)
5 WealthTech Solutions Breakdown Data by Application
5.1 Global WealthTech Solutions Historic Âé¶¹Ô´´ Size by Application (2018-2023)
5.2 Global WealthTech Solutions Forecasted Âé¶¹Ô´´ Size by Application (2024-2029)
6 North America
6.1 North America WealthTech Solutions Âé¶¹Ô´´ Size (2018-2029)
6.2 North America WealthTech Solutions Âé¶¹Ô´´ Growth Rate by Country: 2018 VS 2022 VS 2029
6.3 North America WealthTech Solutions Âé¶¹Ô´´ Size by Country (2018-2023)
6.4 North America WealthTech Solutions Âé¶¹Ô´´ Size by Country (2024-2029)
6.5 United States
6.6 Canada
7 Europe
7.1 Europe WealthTech Solutions Âé¶¹Ô´´ Size (2018-2029)
7.2 Europe WealthTech Solutions Âé¶¹Ô´´ Growth Rate by Country: 2018 VS 2022 VS 2029
7.3 Europe WealthTech Solutions Âé¶¹Ô´´ Size by Country (2018-2023)
7.4 Europe WealthTech Solutions 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 WealthTech Solutions Âé¶¹Ô´´ Size (2018-2029)
8.2 Asia-Pacific WealthTech Solutions Âé¶¹Ô´´ Growth Rate by Region: 2018 VS 2022 VS 2029
8.3 Asia-Pacific WealthTech Solutions Âé¶¹Ô´´ Size by Region (2018-2023)
8.4 Asia-Pacific WealthTech Solutions 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 WealthTech Solutions Âé¶¹Ô´´ Size (2018-2029)
9.2 Latin America WealthTech Solutions Âé¶¹Ô´´ Growth Rate by Country: 2018 VS 2022 VS 2029
9.3 Latin America WealthTech Solutions Âé¶¹Ô´´ Size by Country (2018-2023)
9.4 Latin America WealthTech Solutions Âé¶¹Ô´´ Size by Country (2024-2029)
9.5 Mexico
9.6 Brazil
10 Middle East & Africa
10.1 Middle East & Africa WealthTech Solutions Âé¶¹Ô´´ Size (2018-2029)
10.2 Middle East & Africa WealthTech Solutions Âé¶¹Ô´´ Growth Rate by Country: 2018 VS 2022 VS 2029
10.3 Middle East & Africa WealthTech Solutions Âé¶¹Ô´´ Size by Country (2018-2023)
10.4 Middle East & Africa WealthTech Solutions Âé¶¹Ô´´ Size by Country (2024-2029)
10.5 Turkey
10.6 Saudi Arabia
10.7 UAE
11 Key Players Profiles
11.1 FinMason
11.1.1 FinMason Company Detail
11.1.2 FinMason Business Overview
11.1.3 FinMason WealthTech Solutions Introduction
11.1.4 FinMason Revenue in WealthTech Solutions Business (2018-2023)
11.1.5 FinMason Recent Development
11.2 Aixigo AG
11.2.1 Aixigo AG Company Detail
11.2.2 Aixigo AG Business Overview
11.2.3 Aixigo AG WealthTech Solutions Introduction
11.2.4 Aixigo AG Revenue in WealthTech Solutions Business (2018-2023)
11.2.5 Aixigo AG Recent Development
11.3 InvestCloud
11.3.1 InvestCloud Company Detail
11.3.2 InvestCloud Business Overview
11.3.3 InvestCloud WealthTech Solutions Introduction
11.3.4 InvestCloud Revenue in WealthTech Solutions Business (2018-2023)
11.3.5 InvestCloud Recent Development
11.4 Wealthfront Inc
11.4.1 Wealthfront Inc Company Detail
11.4.2 Wealthfront Inc Business Overview
11.4.3 Wealthfront Inc WealthTech Solutions Introduction
11.4.4 Wealthfront Inc Revenue in WealthTech Solutions Business (2018-2023)
11.4.5 Wealthfront Inc Recent Development
11.5 Addepar
11.5.1 Addepar Company Detail
11.5.2 Addepar Business Overview
11.5.3 Addepar WealthTech Solutions Introduction
11.5.4 Addepar Revenue in WealthTech Solutions Business (2018-2023)
11.5.5 Addepar Recent Development
11.6 Valuefy
11.6.1 Valuefy Company Detail
11.6.2 Valuefy Business Overview
11.6.3 Valuefy WealthTech Solutions Introduction
11.6.4 Valuefy Revenue in WealthTech Solutions Business (2018-2023)
11.6.5 Valuefy Recent Development
11.7 Moka Financial Technologies
11.7.1 Moka Financial Technologies Company Detail
11.7.2 Moka Financial Technologies Business Overview
11.7.3 Moka Financial Technologies WealthTech Solutions Introduction
11.7.4 Moka Financial Technologies Revenue in WealthTech Solutions Business (2018-2023)
11.7.5 Moka Financial Technologies Recent Development
11.8 Responsive.AI
11.8.1 Responsive.AI Company Detail
11.8.2 Responsive.AI Business Overview
11.8.3 Responsive.AI WealthTech Solutions Introduction
11.8.4 Responsive.AI Revenue in WealthTech Solutions Business (2018-2023)
11.8.5 Responsive.AI Recent Development
11.9 FA Solutions
11.9.1 FA Solutions Company Detail
11.9.2 FA Solutions Business Overview
11.9.3 FA Solutions WealthTech Solutions Introduction
11.9.4 FA Solutions Revenue in WealthTech Solutions Business (2018-2023)
11.9.5 FA Solutions Recent Development
11.10 BlackRock, Inc
11.10.1 BlackRock, Inc Company Detail
11.10.2 BlackRock, Inc Business Overview
11.10.3 BlackRock, Inc WealthTech Solutions Introduction
11.10.4 BlackRock, Inc Revenue in WealthTech Solutions Business (2018-2023)
11.10.5 BlackRock, Inc Recent Development
11.11 Synechron
11.11.1 Synechron Company Detail
11.11.2 Synechron Business Overview
11.11.3 Synechron WealthTech Solutions Introduction
11.11.4 Synechron Revenue in WealthTech Solutions Business (2018-2023)
11.11.5 Synechron Recent Development
11.12 InvestSuite
11.12.1 InvestSuite Company Detail
11.12.2 InvestSuite Business Overview
11.12.3 InvestSuite WealthTech Solutions Introduction
11.12.4 InvestSuite Revenue in WealthTech Solutions Business (2018-2023)
11.12.5 InvestSuite Recent Development
11.13 BME Inntech
11.13.1 BME Inntech Company Detail
11.13.2 BME Inntech Business Overview
11.13.3 BME Inntech WealthTech Solutions Introduction
11.13.4 BME Inntech Revenue in WealthTech Solutions Business (2018-2023)
11.13.5 BME Inntech 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
FinMason
Aixigo AG
InvestCloud
Wealthfront Inc
Addepar
Valuefy
Moka Financial Technologies
Responsive.AI
FA Solutions
BlackRock, Inc
Synechron
InvestSuite
BME Inntech
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*If Applicable.