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Global RIA Technology Platform Market Research Report 2025
Synopsis
The global RIA Technology Platform market was valued at US$ million in 2023 and is anticipated to reach US$ million by 2030, witnessing a CAGR of % during the forecast period 2024-2030.
North American market for RIA Technology Platform is estimated to increase from $ million in 2023 to reach $ million by 2030, at a CAGR of % during the forecast period of 2024 through 2030.
Asia-Pacific market for RIA Technology Platform is estimated to increase from $ million in 2023 to reach $ million by 2030, at a CAGR of % during the forecast period of 2024 through 2030.
The global market for RIA Technology Platform in Fund and Asset Managers is estimated to increase from $ million in 2023 to $ million by 2030, at a CAGR of % during the forecast period of 2024 through 2030.
The major global companies of RIA Technology Platform include Charles Schwab, LSEG, Addepar, TradePMR, TD Ameritrade, RIA Workspace, Betterment, Smartria and Envestnet, etc. In 2023, the world's top three vendors accounted for approximately % of the revenue.
This report aims to provide a comprehensive presentation of the global market for RIA Technology Platform, 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 RIA Technology Platform.
Report Scope
The RIA Technology Platform 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 RIA Technology Platform 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 RIA Technology Platform 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.
Market Segmentation
By Company
Charles Schwab
LSEG
Addepar
TradePMR
TD Ameritrade
RIA Workspace
Betterment
Smartria
Envestnet
Axos Advisor Services
Comply (RIA in a Box)
Revisor Group
Fidelity Institutional
Vestmark
Finlogic Technologies
Segment by Type
Cloud-based
On-premises
Segment by Application
Fund and Asset Managers
Prime Brokers
Private Companies
Nonprofits
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 RIA Technology Platform 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.
The global RIA Technology Platform market was valued at US$ million in 2023 and is anticipated to reach US$ million by 2030, witnessing a CAGR of % during the forecast period 2024-2030.
North American market for RIA Technology Platform is estimated to increase from $ million in 2023 to reach $ million by 2030, at a CAGR of % during the forecast period of 2024 through 2030.
Asia-Pacific market for RIA Technology Platform is estimated to increase from $ million in 2023 to reach $ million by 2030, at a CAGR of % during the forecast period of 2024 through 2030.
The global market for RIA Technology Platform in Fund and Asset Managers is estimated to increase from $ million in 2023 to $ million by 2030, at a CAGR of % during the forecast period of 2024 through 2030.
The major global companies of RIA Technology Platform include Charles Schwab, LSEG, Addepar, TradePMR, TD Ameritrade, RIA Workspace, Betterment, Smartria and Envestnet, etc. In 2023, the world's top three vendors accounted for approximately % of the revenue.
This report aims to provide a comprehensive presentation of the global market for RIA Technology Platform, 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 RIA Technology Platform.
Report Scope
The RIA Technology Platform 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 RIA Technology Platform 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 RIA Technology Platform 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.
Market Segmentation
By Company
Charles Schwab
LSEG
Addepar
TradePMR
TD Ameritrade
RIA Workspace
Betterment
Smartria
Envestnet
Axos Advisor Services
Comply (RIA in a Box)
Revisor Group
Fidelity Institutional
Vestmark
Finlogic Technologies
Segment by Type
Cloud-based
On-premises
Segment by Application
Fund and Asset Managers
Prime Brokers
Private Companies
Nonprofits
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 RIA Technology Platform 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.
Index1 Report Overview
1.1 Study Scope
1.2 Market Analysis by Type
1.2.1 Global RIA Technology Platform Market Size Growth Rate by Type: 2019 VS 2023 VS 2030
1.2.2 Cloud-based
1.2.3 On-premises
1.3 Market by Application
1.3.1 Global RIA Technology Platform Market Growth by Application: 2019 VS 2023 VS 2030
1.3.2 Fund and Asset Managers
1.3.3 Prime Brokers
1.3.4 Private Companies
1.3.5 Nonprofits
1.3.6 Others
1.4 Study Objectives
1.5 Years Considered
1.6 Years Considered
2 Global Growth Trends
2.1 Global RIA Technology Platform Market Perspective (2019-2030)
2.2 RIA Technology Platform Growth Trends by Region
2.2.1 Global RIA Technology Platform Market Size by Region: 2019 VS 2023 VS 2030
2.2.2 RIA Technology Platform Historic Market Size by Region (2019-2024)
2.2.3 RIA Technology Platform Forecasted Market Size by Region (2025-2030)
2.3 RIA Technology Platform Market Dynamics
2.3.1 RIA Technology Platform Industry Trends
2.3.2 RIA Technology Platform Market Drivers
2.3.3 RIA Technology Platform Market Challenges
2.3.4 RIA Technology Platform Market Restraints
3 Competition Landscape by Key Players
3.1 Global Top RIA Technology Platform Players by Revenue
3.1.1 Global Top RIA Technology Platform Players by Revenue (2019-2024)
3.1.2 Global RIA Technology Platform Revenue Market Share by Players (2019-2024)
3.2 Global RIA Technology Platform Market Share by Company Type (Tier 1, Tier 2, and Tier 3)
3.3 Players Covered: Ranking by RIA Technology Platform Revenue
3.4 Global RIA Technology Platform Market Concentration Ratio
3.4.1 Global RIA Technology Platform Market Concentration Ratio (CR5 and HHI)
3.4.2 Global Top 10 and Top 5 Companies by RIA Technology Platform Revenue in 2023
3.5 RIA Technology Platform Key Players Head office and Area Served
3.6 Key Players RIA Technology Platform Product Solution and Service
3.7 Date of Enter into RIA Technology Platform Market
3.8 Mergers & Acquisitions, Expansion Plans
4 RIA Technology Platform Breakdown Data by Type
4.1 Global RIA Technology Platform Historic Market Size by Type (2019-2024)
4.2 Global RIA Technology Platform Forecasted Market Size by Type (2025-2030)
5 RIA Technology Platform Breakdown Data by Application
5.1 Global RIA Technology Platform Historic Market Size by Application (2019-2024)
5.2 Global RIA Technology Platform Forecasted Market Size by Application (2025-2030)
6 North America
6.1 North America RIA Technology Platform Market Size (2019-2030)
6.2 North America RIA Technology Platform Market Growth Rate by Country: 2019 VS 2023 VS 2030
6.3 North America RIA Technology Platform Market Size by Country (2019-2024)
6.4 North America RIA Technology Platform Market Size by Country (2025-2030)
6.5 United States
6.6 Canada
7 Europe
7.1 Europe RIA Technology Platform Market Size (2019-2030)
7.2 Europe RIA Technology Platform Market Growth Rate by Country: 2019 VS 2023 VS 2030
7.3 Europe RIA Technology Platform Market Size by Country (2019-2024)
7.4 Europe RIA Technology Platform Market 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 RIA Technology Platform Market Size (2019-2030)
8.2 Asia-Pacific RIA Technology Platform Market Growth Rate by Region: 2019 VS 2023 VS 2030
8.3 Asia-Pacific RIA Technology Platform Market Size by Region (2019-2024)
8.4 Asia-Pacific RIA Technology Platform Market 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 RIA Technology Platform Market Size (2019-2030)
9.2 Latin America RIA Technology Platform Market Growth Rate by Country: 2019 VS 2023 VS 2030
9.3 Latin America RIA Technology Platform Market Size by Country (2019-2024)
9.4 Latin America RIA Technology Platform Market Size by Country (2025-2030)
9.5 Mexico
9.6 Brazil
10 Middle East & Africa
10.1 Middle East & Africa RIA Technology Platform Market Size (2019-2030)
10.2 Middle East & Africa RIA Technology Platform Market Growth Rate by Country: 2019 VS 2023 VS 2030
10.3 Middle East & Africa RIA Technology Platform Market Size by Country (2019-2024)
10.4 Middle East & Africa RIA Technology Platform Market Size by Country (2025-2030)
10.5 Turkey
10.6 Saudi Arabia
10.7 UAE
11 Key Players Profiles
11.1 Charles Schwab
11.1.1 Charles Schwab Company Detail
11.1.2 Charles Schwab Business Overview
11.1.3 Charles Schwab RIA Technology Platform Introduction
11.1.4 Charles Schwab Revenue in RIA Technology Platform Business (2019-2024)
11.1.5 Charles Schwab Recent Development
11.2 LSEG
11.2.1 LSEG Company Detail
11.2.2 LSEG Business Overview
11.2.3 LSEG RIA Technology Platform Introduction
11.2.4 LSEG Revenue in RIA Technology Platform Business (2019-2024)
11.2.5 LSEG Recent Development
11.3 Addepar
11.3.1 Addepar Company Detail
11.3.2 Addepar Business Overview
11.3.3 Addepar RIA Technology Platform Introduction
11.3.4 Addepar Revenue in RIA Technology Platform Business (2019-2024)
11.3.5 Addepar Recent Development
11.4 TradePMR
11.4.1 TradePMR Company Detail
11.4.2 TradePMR Business Overview
11.4.3 TradePMR RIA Technology Platform Introduction
11.4.4 TradePMR Revenue in RIA Technology Platform Business (2019-2024)
11.4.5 TradePMR Recent Development
11.5 TD Ameritrade
11.5.1 TD Ameritrade Company Detail
11.5.2 TD Ameritrade Business Overview
11.5.3 TD Ameritrade RIA Technology Platform Introduction
11.5.4 TD Ameritrade Revenue in RIA Technology Platform Business (2019-2024)
11.5.5 TD Ameritrade Recent Development
11.6 RIA Workspace
11.6.1 RIA Workspace Company Detail
11.6.2 RIA Workspace Business Overview
11.6.3 RIA Workspace RIA Technology Platform Introduction
11.6.4 RIA Workspace Revenue in RIA Technology Platform Business (2019-2024)
11.6.5 RIA Workspace Recent Development
11.7 Betterment
11.7.1 Betterment Company Detail
11.7.2 Betterment Business Overview
11.7.3 Betterment RIA Technology Platform Introduction
11.7.4 Betterment Revenue in RIA Technology Platform Business (2019-2024)
11.7.5 Betterment Recent Development
11.8 Smartria
11.8.1 Smartria Company Detail
11.8.2 Smartria Business Overview
11.8.3 Smartria RIA Technology Platform Introduction
11.8.4 Smartria Revenue in RIA Technology Platform Business (2019-2024)
11.8.5 Smartria Recent Development
11.9 Envestnet
11.9.1 Envestnet Company Detail
11.9.2 Envestnet Business Overview
11.9.3 Envestnet RIA Technology Platform Introduction
11.9.4 Envestnet Revenue in RIA Technology Platform Business (2019-2024)
11.9.5 Envestnet Recent Development
11.10 Axos Advisor Services
11.10.1 Axos Advisor Services Company Detail
11.10.2 Axos Advisor Services Business Overview
11.10.3 Axos Advisor Services RIA Technology Platform Introduction
11.10.4 Axos Advisor Services Revenue in RIA Technology Platform Business (2019-2024)
11.10.5 Axos Advisor Services Recent Development
11.11 Comply (RIA in a Box)
11.11.1 Comply (RIA in a Box) Company Detail
11.11.2 Comply (RIA in a Box) Business Overview
11.11.3 Comply (RIA in a Box) RIA Technology Platform Introduction
11.11.4 Comply (RIA in a Box) Revenue in RIA Technology Platform Business (2019-2024)
11.11.5 Comply (RIA in a Box) Recent Development
11.12 Revisor Group
11.12.1 Revisor Group Company Detail
11.12.2 Revisor Group Business Overview
11.12.3 Revisor Group RIA Technology Platform Introduction
11.12.4 Revisor Group Revenue in RIA Technology Platform Business (2019-2024)
11.12.5 Revisor Group Recent Development
11.13 Fidelity Institutional
11.13.1 Fidelity Institutional Company Detail
11.13.2 Fidelity Institutional Business Overview
11.13.3 Fidelity Institutional RIA Technology Platform Introduction
11.13.4 Fidelity Institutional Revenue in RIA Technology Platform Business (2019-2024)
11.13.5 Fidelity Institutional Recent Development
11.14 Vestmark
11.14.1 Vestmark Company Detail
11.14.2 Vestmark Business Overview
11.14.3 Vestmark RIA Technology Platform Introduction
11.14.4 Vestmark Revenue in RIA Technology Platform Business (2019-2024)
11.14.5 Vestmark Recent Development
11.15 Finlogic Technologies
11.15.1 Finlogic Technologies Company Detail
11.15.2 Finlogic Technologies Business Overview
11.15.3 Finlogic Technologies RIA Technology Platform Introduction
11.15.4 Finlogic Technologies Revenue in RIA Technology Platform Business (2019-2024)
11.15.5 Finlogic Technologies 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
List of TablesList of Tables
Table 1. Global RIA Technology Platform Market Size Growth Rate by Type (US$ Million): 2019 VS 2023 VS 2030
Table 2. Key Players of Cloud-based
Table 3. Key Players of On-premises
Table 4. Global RIA Technology Platform Market Size Growth by Application (US$ Million): 2019 VS 2023 VS 2030
Table 5. Global RIA Technology Platform Market Size by Region (US$ Million): 2019 VS 2023 VS 2030
Table 6. Global RIA Technology Platform Market Size by Region (2019-2024) & (US$ Million)
Table 7. Global RIA Technology Platform Market Share by Region (2019-2024)
Table 8. Global RIA Technology Platform Forecasted Market Size by Region (2025-2030) & (US$ Million)
Table 9. Global RIA Technology Platform Market Share by Region (2025-2030)
Table 10. RIA Technology Platform Market Trends
Table 11. RIA Technology Platform Market Drivers
Table 12. RIA Technology Platform Market Challenges
Table 13. RIA Technology Platform Market Restraints
Table 14. Global RIA Technology Platform Revenue by Players (2019-2024) & (US$ Million)
Table 15. Global RIA Technology Platform Market Share by Players (2019-2024)
Table 16. Global Top RIA Technology Platform Players by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in RIA Technology Platform as of 2023)
Table 17. Ranking of Global Top RIA Technology Platform Companies by Revenue (US$ Million) in 2023
Table 18. Global 5 Largest Players Market Share by RIA Technology Platform Revenue (CR5 and HHI) & (2019-2024)
Table 19. Key Players Headquarters and Area Served
Table 20. Key Players RIA Technology Platform Product Solution and Service
Table 21. Date of Enter into RIA Technology Platform Market
Table 22. Mergers & Acquisitions, Expansion Plans
Table 23. Global RIA Technology Platform Market Size by Type (2019-2024) & (US$ Million)
Table 24. Global RIA Technology Platform Revenue Market Share by Type (2019-2024)
Table 25. Global RIA Technology Platform Forecasted Market Size by Type (2025-2030) & (US$ Million)
Table 26. Global RIA Technology Platform Revenue Market Share by Type (2025-2030)
Table 27. Global RIA Technology Platform Market Size by Application (2019-2024) & (US$ Million)
Table 28. Global RIA Technology Platform Revenue Market Share by Application (2019-2024)
Table 29. Global RIA Technology Platform Forecasted Market Size by Application (2025-2030) & (US$ Million)
Table 30. Global RIA Technology Platform Revenue Market Share by Application (2025-2030)
Table 31. North America RIA Technology Platform Market Size Growth Rate by Country (US$ Million): 2019 VS 2023 VS 2030
Table 32. North America RIA Technology Platform Market Size by Country (2019-2024) & (US$ Million)
Table 33. North America RIA Technology Platform Market Size by Country (2025-2030) & (US$ Million)
Table 34. Europe RIA Technology Platform Market Size Growth Rate by Country (US$ Million): 2019 VS 2023 VS 2030
Table 35. Europe RIA Technology Platform Market Size by Country (2019-2024) & (US$ Million)
Table 36. Europe RIA Technology Platform Market Size by Country (2025-2030) & (US$ Million)
Table 37. Asia-Pacific RIA Technology Platform Market Size Growth Rate by Region (US$ Million): 2019 VS 2023 VS 2030
Table 38. Asia-Pacific RIA Technology Platform Market Size by Region (2019-2024) & (US$ Million)
Table 39. Asia-Pacific RIA Technology Platform Market Size by Region (2025-2030) & (US$ Million)
Table 40. Latin America RIA Technology Platform Market Size Growth Rate by Country (US$ Million): 2019 VS 2023 VS 2030
Table 41. Latin America RIA Technology Platform Market Size by Country (2019-2024) & (US$ Million)
Table 42. Latin America RIA Technology Platform Market Size by Country (2025-2030) & (US$ Million)
Table 43. Middle East & Africa RIA Technology Platform Market Size Growth Rate by Country (US$ Million): 2019 VS 2023 VS 2030
Table 44. Middle East & Africa RIA Technology Platform Market Size by Country (2019-2024) & (US$ Million)
Table 45. Middle East & Africa RIA Technology Platform Market Size by Country (2025-2030) & (US$ Million)
Table 46. Charles Schwab Company Detail
Table 47. Charles Schwab Business Overview
Table 48. Charles Schwab RIA Technology Platform Product
Table 49. Charles Schwab Revenue in RIA Technology Platform Business (2019-2024) & (US$ Million)
Table 50. Charles Schwab Recent Development
Table 51. LSEG Company Detail
Table 52. LSEG Business Overview
Table 53. LSEG RIA Technology Platform Product
Table 54. LSEG Revenue in RIA Technology Platform Business (2019-2024) & (US$ Million)
Table 55. LSEG Recent Development
Table 56. Addepar Company Detail
Table 57. Addepar Business Overview
Table 58. Addepar RIA Technology Platform Product
Table 59. Addepar Revenue in RIA Technology Platform Business (2019-2024) & (US$ Million)
Table 60. Addepar Recent Development
Table 61. TradePMR Company Detail
Table 62. TradePMR Business Overview
Table 63. TradePMR RIA Technology Platform Product
Table 64. TradePMR Revenue in RIA Technology Platform Business (2019-2024) & (US$ Million)
Table 65. TradePMR Recent Development
Table 66. TD Ameritrade Company Detail
Table 67. TD Ameritrade Business Overview
Table 68. TD Ameritrade RIA Technology Platform Product
Table 69. TD Ameritrade Revenue in RIA Technology Platform Business (2019-2024) & (US$ Million)
Table 70. TD Ameritrade Recent Development
Table 71. RIA Workspace Company Detail
Table 72. RIA Workspace Business Overview
Table 73. RIA Workspace RIA Technology Platform Product
Table 74. RIA Workspace Revenue in RIA Technology Platform Business (2019-2024) & (US$ Million)
Table 75. RIA Workspace Recent Development
Table 76. Betterment Company Detail
Table 77. Betterment Business Overview
Table 78. Betterment RIA Technology Platform Product
Table 79. Betterment Revenue in RIA Technology Platform Business (2019-2024) & (US$ Million)
Table 80. Betterment Recent Development
Table 81. Smartria Company Detail
Table 82. Smartria Business Overview
Table 83. Smartria RIA Technology Platform Product
Table 84. Smartria Revenue in RIA Technology Platform Business (2019-2024) & (US$ Million)
Table 85. Smartria Recent Development
Table 86. Envestnet Company Detail
Table 87. Envestnet Business Overview
Table 88. Envestnet RIA Technology Platform Product
Table 89. Envestnet Revenue in RIA Technology Platform Business (2019-2024) & (US$ Million)
Table 90. Envestnet Recent Development
Table 91. Axos Advisor Services Company Detail
Table 92. Axos Advisor Services Business Overview
Table 93. Axos Advisor Services RIA Technology Platform Product
Table 94. Axos Advisor Services Revenue in RIA Technology Platform Business (2019-2024) & (US$ Million)
Table 95. Axos Advisor Services Recent Development
Table 96. Comply (RIA in a Box) Company Detail
Table 97. Comply (RIA in a Box) Business Overview
Table 98. Comply (RIA in a Box) RIA Technology Platform Product
Table 99. Comply (RIA in a Box) Revenue in RIA Technology Platform Business (2019-2024) & (US$ Million)
Table 100. Comply (RIA in a Box) Recent Development
Table 101. Revisor Group Company Detail
Table 102. Revisor Group Business Overview
Table 103. Revisor Group RIA Technology Platform Product
Table 104. Revisor Group Revenue in RIA Technology Platform Business (2019-2024) & (US$ Million)
Table 105. Revisor Group Recent Development
Table 106. Fidelity Institutional Company Detail
Table 107. Fidelity Institutional Business Overview
Table 108. Fidelity Institutional RIA Technology Platform Product
Table 109. Fidelity Institutional Revenue in RIA Technology Platform Business (2019-2024) & (US$ Million)
Table 110. Fidelity Institutional Recent Development
Table 111. Vestmark Company Detail
Table 112. Vestmark Business Overview
Table 113. Vestmark RIA Technology Platform Product
Table 114. Vestmark Revenue in RIA Technology Platform Business (2019-2024) & (US$ Million)
Table 115. Vestmark Recent Development
Table 116. Finlogic Technologies Company Detail
Table 117. Finlogic Technologies Business Overview
Table 118. Finlogic Technologies RIA Technology Platform Product
Table 119. Finlogic Technologies Revenue in RIA Technology Platform Business (2019-2024) & (US$ Million)
Table 120. Finlogic Technologies Recent Development
Table 121. Research Programs/Design for This Report
Table 122. Key Data Information from Secondary Sources
Table 123. Key Data Information from Primary Sources
List of Figures
Figure 1. Global RIA Technology Platform Market Size Comparison by Type (2024-2030) & (US$ Million)
Figure 2. Global RIA Technology Platform Market Share by Type: 2023 VS 2030
Figure 3. Cloud-based Features
Figure 4. On-premises Features
Figure 5. Global RIA Technology Platform Market Size Comparison by Application (2024-2030) & (US$ Million)
Figure 6. Global RIA Technology Platform Market Share by Application: 2023 VS 2030
Figure 7. Fund and Asset Managers Case Studies
Figure 8. Prime Brokers Case Studies
Figure 9. Private Companies Case Studies
Figure 10. Nonprofits Case Studies
Figure 11. Others Case Studies
Figure 12. RIA Technology Platform Report Years Considered
Figure 13. Global RIA Technology Platform Market Size (US$ Million), Year-over-Year: 2019-2030
Figure 14. Global RIA Technology Platform Market Size, (US$ Million), 2019 VS 2023 VS 2030
Figure 15. Global RIA Technology Platform Market Share by Region: 2023 VS 2030
Figure 16. Global RIA Technology Platform Market Share by Players in 2023
Figure 17. Global Top RIA Technology Platform Players by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in RIA Technology Platform as of 2023)
Figure 18. The Top 10 and 5 Players Market Share by RIA Technology Platform Revenue in 2023
Figure 19. North America RIA Technology Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 20. North America RIA Technology Platform Market Share by Country (2019-2030)
Figure 21. United States RIA Technology Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 22. Canada RIA Technology Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 23. Europe RIA Technology Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 24. Europe RIA Technology Platform Market Share by Country (2019-2030)
Figure 25. Germany RIA Technology Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 26. France RIA Technology Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 27. U.K. RIA Technology Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 28. Italy RIA Technology Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 29. Russia RIA Technology Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 30. Nordic Countries RIA Technology Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 31. Asia-Pacific RIA Technology Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 32. Asia-Pacific RIA Technology Platform Market Share by Region (2019-2030)
Figure 33. China RIA Technology Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 34. Japan RIA Technology Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 35. South Korea RIA Technology Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 36. Southeast Asia RIA Technology Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 37. India RIA Technology Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 38. Australia RIA Technology Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 39. Latin America RIA Technology Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 40. Latin America RIA Technology Platform Market Share by Country (2019-2030)
Figure 41. Mexico RIA Technology Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 42. Brazil RIA Technology Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 43. Middle East & Africa RIA Technology Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 44. Middle East & Africa RIA Technology Platform Market Share by Country (2019-2030)
Figure 45. Turkey RIA Technology Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 46. Saudi Arabia RIA Technology Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 47. Charles Schwab Revenue Growth Rate in RIA Technology Platform Business (2019-2024)
Figure 48. LSEG Revenue Growth Rate in RIA Technology Platform Business (2019-2024)
Figure 49. Addepar Revenue Growth Rate in RIA Technology Platform Business (2019-2024)
Figure 50. TradePMR Revenue Growth Rate in RIA Technology Platform Business (2019-2024)
Figure 51. TD Ameritrade Revenue Growth Rate in RIA Technology Platform Business (2019-2024)
Figure 52. RIA Workspace Revenue Growth Rate in RIA Technology Platform Business (2019-2024)
Figure 53. Betterment Revenue Growth Rate in RIA Technology Platform Business (2019-2024)
Figure 54. Smartria Revenue Growth Rate in RIA Technology Platform Business (2019-2024)
Figure 55. Envestnet Revenue Growth Rate in RIA Technology Platform Business (2019-2024)
Figure 56. Axos Advisor Services Revenue Growth Rate in RIA Technology Platform Business (2019-2024)
Figure 57. Comply (RIA in a Box) Revenue Growth Rate in RIA Technology Platform Business (2019-2024)
Figure 58. Revisor Group Revenue Growth Rate in RIA Technology Platform Business (2019-2024)
Figure 59. Fidelity Institutional Revenue Growth Rate in RIA Technology Platform Business (2019-2024)
Figure 60. Vestmark Revenue Growth Rate in RIA Technology Platform Business (2019-2024)
Figure 61. Finlogic Technologies Revenue Growth Rate in RIA Technology Platform Business (2019-2024)
Figure 62. Bottom-up and Top-down Approaches for This Report
Figure 63. Data Triangulation
Figure 64. Key Executives Interviewed
Published By : QY Research
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