Global Robo-advisor Market 2024 by Company, Regions, Type and Application, Forecast to 2030
1 Market Overview
- 1.1 Product Overview and Scope of Robo-advisor
- 1.2 Market Estimation Caveats and Base Year
- 1.3 Classification of Robo-advisor by Type
- 1.3.1 Overview: Global Robo-advisor Market Size by Type: 2019 Versus 2023 Versus 2030
- 1.3.2 Global Robo-advisor Consumption Value Market Share by Type in 2023
- 1.3.3 Free
- 1.3.4 Charge
- 1.4 Global Robo-advisor Market by Application
- 1.4.1 Overview: Global Robo-advisor Market Size by Application: 2019 Versus 2023 Versus 2030
- 1.4.2 Healthcare
- 1.4.3 Retail
- 1.4.4 Education
- 1.4.5 Others
- 1.5 Global Robo-advisor Market Size & Forecast
- 1.6 Global Robo-advisor Market Size and Forecast by Region
- 1.6.1 Global Robo-advisor Market Size by Region: 2019 VS 2023 VS 2030
- 1.6.2 Global Robo-advisor Market Size by Region, (2019-2030)
- 1.6.3 North America Robo-advisor Market Size and Prospect (2019-2030)
- 1.6.4 Europe Robo-advisor Market Size and Prospect (2019-2030)
- 1.6.5 Asia-Pacific Robo-advisor Market Size and Prospect (2019-2030)
- 1.6.6 South America Robo-advisor Market Size and Prospect (2019-2030)
- 1.6.7 Middle East and Africa Robo-advisor Market Size and Prospect (2019-2030)
2 Company Profiles
- 2.1 Betterment
- 2.1.1 Betterment Details
- 2.1.2 Betterment Major Business
- 2.1.3 Betterment Robo-advisor Product and Solutions
- 2.1.4 Betterment Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
- 2.1.5 Betterment Recent Developments and Future Plans
- 2.2 FutureAdvisor
- 2.2.1 FutureAdvisor Details
- 2.2.2 FutureAdvisor Major Business
- 2.2.3 FutureAdvisor Robo-advisor Product and Solutions
- 2.2.4 FutureAdvisor Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
- 2.2.5 FutureAdvisor Recent Developments and Future Plans
- 2.3 Personal Capital
- 2.3.1 Personal Capital Details
- 2.3.2 Personal Capital Major Business
- 2.3.3 Personal Capital Robo-advisor Product and Solutions
- 2.3.4 Personal Capital Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
- 2.3.5 Personal Capital Recent Developments and Future Plans
- 2.4 Vanguard Personal Advisor
- 2.4.1 Vanguard Personal Advisor Details
- 2.4.2 Vanguard Personal Advisor Major Business
- 2.4.3 Vanguard Personal Advisor Robo-advisor Product and Solutions
- 2.4.4 Vanguard Personal Advisor Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
- 2.4.5 Vanguard Personal Advisor Recent Developments and Future Plans
- 2.5 Wealthfront
- 2.5.1 Wealthfront Details
- 2.5.2 Wealthfront Major Business
- 2.5.3 Wealthfront Robo-advisor Product and Solutions
- 2.5.4 Wealthfront Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
- 2.5.5 Wealthfront Recent Developments and Future Plans
- 2.6 WiseBanyan
- 2.6.1 WiseBanyan Details
- 2.6.2 WiseBanyan Major Business
- 2.6.3 WiseBanyan Robo-advisor Product and Solutions
- 2.6.4 WiseBanyan Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
- 2.6.5 WiseBanyan Recent Developments and Future Plans
- 2.7 SigFig Wealth Management
- 2.7.1 SigFig Wealth Management Details
- 2.7.2 SigFig Wealth Management Major Business
- 2.7.3 SigFig Wealth Management Robo-advisor Product and Solutions
- 2.7.4 SigFig Wealth Management Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
- 2.7.5 SigFig Wealth Management Recent Developments and Future Plans
- 2.8 Schwab Intelligent Portfolios
- 2.8.1 Schwab Intelligent Portfolios Details
- 2.8.2 Schwab Intelligent Portfolios Major Business
- 2.8.3 Schwab Intelligent Portfolios Robo-advisor Product and Solutions
- 2.8.4 Schwab Intelligent Portfolios Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
- 2.8.5 Schwab Intelligent Portfolios Recent Developments and Future Plans
- 2.9 SoFi Wealth
- 2.9.1 SoFi Wealth Details
- 2.9.2 SoFi Wealth Major Business
- 2.9.3 SoFi Wealth Robo-advisor Product and Solutions
- 2.9.4 SoFi Wealth Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
- 2.9.5 SoFi Wealth Recent Developments and Future Plans
- 2.10 Wealthsimple
- 2.10.1 Wealthsimple Details
- 2.10.2 Wealthsimple Major Business
- 2.10.3 Wealthsimple Robo-advisor Product and Solutions
- 2.10.4 Wealthsimple Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
- 2.10.5 Wealthsimple Recent Developments and Future Plans
- 2.11 Ellevest
- 2.11.1 Ellevest Details
- 2.11.2 Ellevest Major Business
- 2.11.3 Ellevest Robo-advisor Product and Solutions
- 2.11.4 Ellevest Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
- 2.11.5 Ellevest Recent Developments and Future Plans
3 Market Competition, by Players
- 3.1 Global Robo-advisor Revenue and Share by Players (2019-2024)
- 3.2 Market Share Analysis (2023)
- 3.2.1 Market Share of Robo-advisor by Company Revenue
- 3.2.2 Top 3 Robo-advisor Players Market Share in 2023
- 3.2.3 Top 6 Robo-advisor Players Market Share in 2023
- 3.3 Robo-advisor Market: Overall Company Footprint Analysis
- 3.3.1 Robo-advisor Market: Region Footprint
- 3.3.2 Robo-advisor Market: Company Product Type Footprint
- 3.3.3 Robo-advisor Market: Company Product Application Footprint
- 3.4 New Market Entrants and Barriers to Market Entry
- 3.5 Mergers, Acquisition, Agreements, and Collaborations
4 Market Size Segment by Type
- 4.1 Global Robo-advisor Consumption Value and Market Share by Type (2019-2024)
- 4.2 Global Robo-advisor Market Forecast by Type (2025-2030)
5 Market Size Segment by Application
- 5.1 Global Robo-advisor Consumption Value Market Share by Application (2019-2024)
- 5.2 Global Robo-advisor Market Forecast by Application (2025-2030)
6 North America
- 6.1 North America Robo-advisor Consumption Value by Type (2019-2030)
- 6.2 North America Robo-advisor Consumption Value by Application (2019-2030)
- 6.3 North America Robo-advisor Market Size by Country
- 6.3.1 North America Robo-advisor Consumption Value by Country (2019-2030)
- 6.3.2 United States Robo-advisor Market Size and Forecast (2019-2030)
- 6.3.3 Canada Robo-advisor Market Size and Forecast (2019-2030)
- 6.3.4 Mexico Robo-advisor Market Size and Forecast (2019-2030)
7 Europe
- 7.1 Europe Robo-advisor Consumption Value by Type (2019-2030)
- 7.2 Europe Robo-advisor Consumption Value by Application (2019-2030)
- 7.3 Europe Robo-advisor Market Size by Country
- 7.3.1 Europe Robo-advisor Consumption Value by Country (2019-2030)
- 7.3.2 Germany Robo-advisor Market Size and Forecast (2019-2030)
- 7.3.3 France Robo-advisor Market Size and Forecast (2019-2030)
- 7.3.4 United Kingdom Robo-advisor Market Size and Forecast (2019-2030)
- 7.3.5 Russia Robo-advisor Market Size and Forecast (2019-2030)
- 7.3.6 Italy Robo-advisor Market Size and Forecast (2019-2030)
8 Asia-Pacific
- 8.1 Asia-Pacific Robo-advisor Consumption Value by Type (2019-2030)
- 8.2 Asia-Pacific Robo-advisor Consumption Value by Application (2019-2030)
- 8.3 Asia-Pacific Robo-advisor Market Size by Region
- 8.3.1 Asia-Pacific Robo-advisor Consumption Value by Region (2019-2030)
- 8.3.2 China Robo-advisor Market Size and Forecast (2019-2030)
- 8.3.3 Japan Robo-advisor Market Size and Forecast (2019-2030)
- 8.3.4 South Korea Robo-advisor Market Size and Forecast (2019-2030)
- 8.3.5 India Robo-advisor Market Size and Forecast (2019-2030)
- 8.3.6 Southeast Asia Robo-advisor Market Size and Forecast (2019-2030)
- 8.3.7 Australia Robo-advisor Market Size and Forecast (2019-2030)
9 South America
- 9.1 South America Robo-advisor Consumption Value by Type (2019-2030)
- 9.2 South America Robo-advisor Consumption Value by Application (2019-2030)
- 9.3 South America Robo-advisor Market Size by Country
- 9.3.1 South America Robo-advisor Consumption Value by Country (2019-2030)
- 9.3.2 Brazil Robo-advisor Market Size and Forecast (2019-2030)
- 9.3.3 Argentina Robo-advisor Market Size and Forecast (2019-2030)
10 Middle East & Africa
- 10.1 Middle East & Africa Robo-advisor Consumption Value by Type (2019-2030)
- 10.2 Middle East & Africa Robo-advisor Consumption Value by Application (2019-2030)
- 10.3 Middle East & Africa Robo-advisor Market Size by Country
- 10.3.1 Middle East & Africa Robo-advisor Consumption Value by Country (2019-2030)
- 10.3.2 Turkey Robo-advisor Market Size and Forecast (2019-2030)
- 10.3.3 Saudi Arabia Robo-advisor Market Size and Forecast (2019-2030)
- 10.3.4 UAE Robo-advisor Market Size and Forecast (2019-2030)
11 Market Dynamics
- 11.1 Robo-advisor Market Drivers
- 11.2 Robo-advisor Market Restraints
- 11.3 Robo-advisor Trends Analysis
- 11.4 Porters Five Forces Analysis
- 11.4.1 Threat of New Entrants
- 11.4.2 Bargaining Power of Suppliers
- 11.4.3 Bargaining Power of Buyers
- 11.4.4 Threat of Substitutes
- 11.4.5 Competitive Rivalry
12 Industry Chain Analysis
- 12.1 Robo-advisor Industry Chain
- 12.2 Robo-advisor Upstream Analysis
- 12.3 Robo-advisor Midstream Analysis
- 12.4 Robo-advisor Downstream Analysis
13 Research Findings and Conclusion
14 Appendix
- 14.1 Methodology
- 14.2 Research Process and Data Source
According to our (Global Info Research) latest study, the global Robo-advisor market size was valued at USD million in 2023 and is forecast to a readjusted size of USD million by 2030 with a CAGR of % during review period.
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.
The Global Info Research report includes an overview of the development of the Robo-advisor industry chain, the market status of Healthcare (Free, Charge), Retail (Free, Charge), and key enterprises in developed and developing market, and analysed the cutting-edge technology, patent, hot applications and market trends of Robo-advisor.
Regionally, the report analyzes the Robo-advisor markets in key regions. North America and Europe are experiencing steady growth, driven by government initiatives and increasing consumer awareness. Asia-Pacific, particularly China, leads the global Robo-advisor market, with robust domestic demand, supportive policies, and a strong manufacturing base.
Key Features:
The report presents comprehensive understanding of the Robo-advisor market. It provides a holistic view of the industry, as well as detailed insights into individual components and stakeholders. The report analysis market dynamics, trends, challenges, and opportunities within the Robo-advisor industry.
The report involves analyzing the market at a macro level:
Market Sizing and Segmentation: Report collect data on the overall market size, including the revenue generated, and market share of different by Type (e.g., Free, Charge).
Industry Analysis: Report analyse the broader industry trends, such as government policies and regulations, technological advancements, consumer preferences, and market dynamics. This analysis helps in understanding the key drivers and challenges influencing the Robo-advisor market.
Regional Analysis: The report involves examining the Robo-advisor market at a regional or national level. Report analyses regional factors such as government incentives, infrastructure development, economic conditions, and consumer behaviour to identify variations and opportunities within different markets.
Market Projections: Report covers the gathered data and analysis to make future projections and forecasts for the Robo-advisor market. This may include estimating market growth rates, predicting market demand, and identifying emerging trends.
The report also involves a more granular approach to Robo-advisor:
Company Analysis: Report covers individual Robo-advisor players, suppliers, and other relevant industry players. This analysis includes studying their financial performance, market positioning, product portfolios, partnerships, and strategies.
Consumer Analysis: Report covers data on consumer behaviour, preferences, and attitudes towards Robo-advisor This may involve surveys, interviews, and analysis of consumer reviews and feedback from different by Application (Healthcare, Retail).
Technology Analysis: Report covers specific technologies relevant to Robo-advisor. It assesses the current state, advancements, and potential future developments in Robo-advisor areas.
Competitive Landscape: By analyzing individual companies, suppliers, and consumers, the report present insights into the competitive landscape of the Robo-advisor market. This analysis helps understand market share, competitive advantages, and potential areas for differentiation among industry players.
Market Validation: The report involves validating findings and projections through primary research, such as surveys, interviews, and focus groups.
Market Segmentation
Robo-advisor market is split by Type and by Application. For the period 2019-2030, the growth among segments provides accurate calculations and forecasts for consumption value by Type, and by Application in terms of value.
Market segment by Type
Free
Charge
Market segment by Application
Healthcare
Retail
Education
Others
Market segment by players, this report covers
Betterment
FutureAdvisor
Personal Capital
Vanguard Personal Advisor
Wealthfront
WiseBanyan
SigFig Wealth Management
Schwab Intelligent Portfolios
SoFi Wealth
Wealthsimple
Ellevest
Market segment by regions, regional analysis covers
North America (United States, Canada, and Mexico)
Europe (Germany, France, UK, Russia, Italy, and Rest of Europe)
Asia-Pacific (China, Japan, South Korea, India, Southeast Asia, Australia and Rest of Asia-Pacific)
South America (Brazil, Argentina and Rest of South America)
Middle East & Africa (Turkey, Saudi Arabia, UAE, Rest of Middle East & Africa)
The content of the study subjects, includes a total of 13 chapters:
Chapter 1, to describe Robo-advisor product scope, market overview, market estimation caveats and base year.
Chapter 2, to profile the top players of Robo-advisor, with revenue, gross margin and global market share of Robo-advisor from 2019 to 2024.
Chapter 3, the Robo-advisor competitive situation, revenue and global market share of top players are analyzed emphatically by landscape contrast.
Chapter 4 and 5, to segment the market size by Type and application, with consumption value and growth rate by Type, application, from 2019 to 2030.
Chapter 6, 7, 8, 9, and 10, to break the market size data at the country level, with revenue and market share for key countries in the world, from 2019 to 2024.and Robo-advisor market forecast, by regions, type and application, with consumption value, from 2025 to 2030.
Chapter 11, market dynamics, drivers, restraints, trends and Porters Five Forces analysis.
Chapter 12, the key raw materials and key suppliers, and industry chain of Robo-advisor.
Chapter 13, to describe Robo-advisor research findings and conclusion.