Global Robo-advisor Market Size, Status and Forecast 2019-2025
Table of Contents
1 Report Overview
- 1.1 Study Scope
- 1.2 Key Market Segments
- 1.3 Players Covered
- 1.4 Market Analysis by Type
- 1.4.1 Global Robo-advisor Market Size Growth Rate by Type (2014-2025)
- 1.4.2 Free
- 1.4.3 Charge
- 1.5 Market by Application
- 1.5.1 Global Robo-advisor Market Share by Application (2014-2025)
- 1.5.2 Healthcare
- 1.5.3 Retail
- 1.5.4 Education
- 1.5.5 Others
- 1.6 Study Objectives
- 1.7 Years Considered
2 Global Growth Trends
- 2.1 Robo-advisor Market Size
- 2.2 Robo-advisor Growth Trends by Regions
- 2.2.1 Robo-advisor Market Size by Regions (2014-2025)
- 2.2.2 Robo-advisor Market Share by Regions (2014-2019)
- 2.3 Industry Trends
- 2.3.1 Market Top Trends
- 2.3.2 Market Drivers
- 2.3.3 Market Opportunities
3 Market Share by Key Players
- 3.1 Robo-advisor Market Size by Manufacturers
- 3.1.1 Global Robo-advisor Revenue by Manufacturers (2014-2019)
- 3.1.2 Global Robo-advisor Revenue Market Share by Manufacturers (2014-2019)
- 3.1.3 Global Robo-advisor Market Concentration Ratio (CR5 and HHI)
- 3.2 Robo-advisor Key Players Head office and Area Served
- 3.3 Key Players Robo-advisor Product/Solution/Service
- 3.4 Date of Enter into Robo-advisor Market
- 3.5 Mergers & Acquisitions, Expansion Plans
4 Breakdown Data by Type and Application
- 4.1 Global Robo-advisor Market Size by Type (2014-2019)
- 4.2 Global Robo-advisor Market Size by Application (2014-2019)
5 United States
- 5.1 United States Robo-advisor Market Size (2014-2019)
- 5.2 Robo-advisor Key Players in United States
- 5.3 United States Robo-advisor Market Size by Type
- 5.4 United States Robo-advisor Market Size by Application
6 Europe
- 6.1 Europe Robo-advisor Market Size (2014-2019)
- 6.2 Robo-advisor Key Players in Europe
- 6.3 Europe Robo-advisor Market Size by Type
- 6.4 Europe Robo-advisor Market Size by Application
7 China
- 7.1 China Robo-advisor Market Size (2014-2019)
- 7.2 Robo-advisor Key Players in China
- 7.3 China Robo-advisor Market Size by Type
- 7.4 China Robo-advisor Market Size by Application
8 Japan
- 8.1 Japan Robo-advisor Market Size (2014-2019)
- 8.2 Robo-advisor Key Players in Japan
- 8.3 Japan Robo-advisor Market Size by Type
- 8.4 Japan Robo-advisor Market Size by Application
9 Southeast Asia
- 9.1 Southeast Asia Robo-advisor Market Size (2014-2019)
- 9.2 Robo-advisor Key Players in Southeast Asia
- 9.3 Southeast Asia Robo-advisor Market Size by Type
- 9.4 Southeast Asia Robo-advisor Market Size by Application
10 India
- 10.1 India Robo-advisor Market Size (2014-2019)
- 10.2 Robo-advisor Key Players in India
- 10.3 India Robo-advisor Market Size by Type
- 10.4 India Robo-advisor Market Size by Application
11 Central & South America
- 11.1 Central & South America Robo-advisor Market Size (2014-2019)
- 11.2 Robo-advisor Key Players in Central & South America
- 11.3 Central & South America Robo-advisor Market Size by Type
- 11.4 Central & South America Robo-advisor Market Size by Application
12 International Players Profiles
- 12.1 Betterment
- 12.1.1 Betterment Company Details
- 12.1.2 Company Description and Business Overview
- 12.1.3 Robo-advisor Introduction
- 12.1.4 Betterment Revenue in Robo-advisor Business (2014-2019)
- 12.1.5 Betterment Recent Development
- 12.2 FutureAdvisor
- 12.2.1 FutureAdvisor Company Details
- 12.2.2 Company Description and Business Overview
- 12.2.3 Robo-advisor Introduction
- 12.2.4 FutureAdvisor Revenue in Robo-advisor Business (2014-2019)
- 12.2.5 FutureAdvisor Recent Development
- 12.3 Personal Capital
- 12.3.1 Personal Capital Company Details
- 12.3.2 Company Description and Business Overview
- 12.3.3 Robo-advisor Introduction
- 12.3.4 Personal Capital Revenue in Robo-advisor Business (2014-2019)
- 12.3.5 Personal Capital Recent Development
- 12.4 Vanguard Personal Advisor
- 12.4.1 Vanguard Personal Advisor Company Details
- 12.4.2 Company Description and Business Overview
- 12.4.3 Robo-advisor Introduction
- 12.4.4 Vanguard Personal Advisor Revenue in Robo-advisor Business (2014-2019)
- 12.4.5 Vanguard Personal Advisor Recent Development
- 12.5 Wealthfront
- 12.5.1 Wealthfront Company Details
- 12.5.2 Company Description and Business Overview
- 12.5.3 Robo-advisor Introduction
- 12.5.4 Wealthfront Revenue in Robo-advisor Business (2014-2019)
- 12.5.5 Wealthfront Recent Development
- 12.6 WiseBanyan
- 12.6.1 WiseBanyan Company Details
- 12.6.2 Company Description and Business Overview
- 12.6.3 Robo-advisor Introduction
- 12.6.4 WiseBanyan Revenue in Robo-advisor Business (2014-2019)
- 12.6.5 WiseBanyan Recent Development
- 12.7 SigFig Wealth Management
- 12.7.1 SigFig Wealth Management Company Details
- 12.7.2 Company Description and Business Overview
- 12.7.3 Robo-advisor Introduction
- 12.7.4 SigFig Wealth Management Revenue in Robo-advisor Business (2014-2019)
- 12.7.5 SigFig Wealth Management Recent Development
- 12.8 Schwab Intelligent Portfolios
- 12.8.1 Schwab Intelligent Portfolios Company Details
- 12.8.2 Company Description and Business Overview
- 12.8.3 Robo-advisor Introduction
- 12.8.4 Schwab Intelligent Portfolios Revenue in Robo-advisor Business (2014-2019)
- 12.8.5 Schwab Intelligent Portfolios Recent Development
- 12.9 SoFi Wealth
- 12.9.1 SoFi Wealth Company Details
- 12.9.2 Company Description and Business Overview
- 12.9.3 Robo-advisor Introduction
- 12.9.4 SoFi Wealth Revenue in Robo-advisor Business (2014-2019)
- 12.9.5 SoFi Wealth Recent Development
- 12.10 Wealthsimple
- 12.10.1 Wealthsimple Company Details
- 12.10.2 Company Description and Business Overview
- 12.10.3 Robo-advisor Introduction
- 12.10.4 Wealthsimple Revenue in Robo-advisor Business (2014-2019)
- 12.10.5 Wealthsimple Recent Development
- 12.11 Ellevest
13 Market Forecast 2019-2025
- 13.1 Market Size Forecast by Regions
- 13.2 United States
- 13.3 Europe
- 13.4 China
- 13.5 Japan
- 13.6 Southeast Asia
- 13.7 India
- 13.8 Central & South America
- 13.9 Market Size Forecast by Product (2019-2025)
- 13.10 Market Size Forecast by Application (2019-2025)
14 Analyst's Viewpoints/Conclusions
15 Appendix
- 15.1 Research Methodology
- 15.1.1 Methodology/Research Approach
- 15.1.1.1 Research Programs/Design
- 15.1.1.2 Market Size Estimation
- 12.1.1.3 Market Breakdown and Data Triangulation
- 15.1.2 Data Source
- 15.1.2.1 Secondary Sources
- 15.1.2.2 Primary Sources
- 15.1.1 Methodology/Research Approach
- 15.2 Disclaimer
Robo-advisor is basically an automated, algorithm based portfolio management service offered by wealth management companies. It significantly decreases management cost involved in providing all the financial advice through manpower, thus assisting wealth management companies to provide this as a minimal cost service for their customers. Robo advisory is an automated portfolio management software, which allows the customers to consistently adjust and customize the online investment in order to meet their long-term financial goals and short-term investment strategy.
In 2018, the global Robo-advisor market size was xx million US$ and it is expected to reach xx million US$ by the end of 2025, with a CAGR of xx% during 2019-2025.
This report focuses on the global Robo-advisor status, future forecast, growth opportunity, key market and key players. The study objectives are to present the Robo-advisor development in United States, Europe and China.
The key players covered in this study
Betterment
FutureAdvisor
Personal Capital
Vanguard Personal Advisor
Wealthfront
WiseBanyan
SigFig Wealth Management
Schwab Intelligent Portfolios
SoFi Wealth
Wealthsimple
Ellevest
Market segment by Type, the product can be split into
Free
Charge
Market segment by Application, split into
Healthcare
Retail
Education
Others
Market segment by Regions/Countries, this report covers
United States
Europe
China
Japan
Southeast Asia
India
Central & South America
The study objectives of this report are:
To analyze global Robo-advisor status, future forecast, growth opportunity, key market and key players.
To present the Robo-advisor development in United States, Europe and China.
To strategically profile the key players and comprehensively analyze their development plan and strategies.
To define, describe and forecast the market by product type, market and key regions.
In this study, the years considered to estimate the market size of Robo-advisor are as follows:
History Year: 2014-2018
Base Year: 2018
Estimated Year: 2019
Forecast Year 2019 to 2025
For the data information by region, company, type and application, 2018 is considered as the base year. Whenever data information was unavailable for the base year, the prior year has been considered.