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Synopsis
Robo-advisory software automates the management of client portfolios for registered investment advisors (RIAs), financial brokers, and banks. These applications are designed to lower client acquisition and management costs for brokers, as well as increase the ease with which finance professionals can manage their client accounts, particularly ones with less investable assets.
The global Robo-Advisory Software 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 Robo-Advisory Software 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 Robo-Advisory Software 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 Robo-Advisory Software in Large Enterprises 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 Robo-Advisory Software include Peak Sales Recruiting, RobotFX, AdvisorEngine, Bambu, Empirica, InvestCloud, Kaspersky Lab, Invesco and Motif, 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 Robo-Advisory Software, 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 Robo-Advisory Software.
Report Scope
The Robo-Advisory Software 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 Robo-Advisory Software 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 Robo-Advisory Software 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
Segment by Type
Segment by Application
By Region
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 Robo-Advisory Software 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.
Index
1 Report Overview
1.1 Study Scope
1.2 Market Analysis by Type
1.2.1 Global Robo-Advisory Software Market Size Growth Rate by Type: 2019 VS 2023 VS 2030
1.2.2 Cloud Based
1.2.3 Web Based
1.3 Market by Application
1.3.1 Global Robo-Advisory Software Market Growth by Application: 2019 VS 2023 VS 2030
1.3.2 Large Enterprises
1.3.3 SMEs
1.4 Study Objectives
1.5 Years Considered
1.6 Years Considered
2 Global Growth Trends
2.1 Global Robo-Advisory Software Market Perspective (2019-2030)
2.2 Robo-Advisory Software Growth Trends by Region
2.2.1 Global Robo-Advisory Software Market Size by Region: 2019 VS 2023 VS 2030
2.2.2 Robo-Advisory Software Historic Market Size by Region (2019-2024)
2.2.3 Robo-Advisory Software Forecasted Market Size by Region (2025-2030)
2.3 Robo-Advisory Software Market Dynamics
2.3.1 Robo-Advisory Software Industry Trends
2.3.2 Robo-Advisory Software Market Drivers
2.3.3 Robo-Advisory Software Market Challenges
2.3.4 Robo-Advisory Software Market Restraints
3 Competition Landscape by Key Players
3.1 Global Top Robo-Advisory Software Players by Revenue
3.1.1 Global Top Robo-Advisory Software Players by Revenue (2019-2024)
3.1.2 Global Robo-Advisory Software Revenue Market Share by Players (2019-2024)
3.2 Global Robo-Advisory Software Market Share by Company Type (Tier 1, Tier 2, and Tier 3)
3.3 Players Covered: Ranking by Robo-Advisory Software Revenue
3.4 Global Robo-Advisory Software Market Concentration Ratio
3.4.1 Global Robo-Advisory Software Market Concentration Ratio (CR5 and HHI)
3.4.2 Global Top 10 and Top 5 Companies by Robo-Advisory Software Revenue in 2023
3.5 Robo-Advisory Software Key Players Head office and Area Served
3.6 Key Players Robo-Advisory Software Product Solution and Service
3.7 Date of Enter into Robo-Advisory Software Market
3.8 Mergers & Acquisitions, Expansion Plans
4 Robo-Advisory Software Breakdown Data by Type
4.1 Global Robo-Advisory Software Historic Market Size by Type (2019-2024)
4.2 Global Robo-Advisory Software Forecasted Market Size by Type (2025-2030)
5 Robo-Advisory Software Breakdown Data by Application
5.1 Global Robo-Advisory Software Historic Market Size by Application (2019-2024)
5.2 Global Robo-Advisory Software Forecasted Market Size by Application (2025-2030)
6 North America
6.1 North America Robo-Advisory Software Market Size (2019-2030)
6.2 North America Robo-Advisory Software Market Growth Rate by Country: 2019 VS 2023 VS 2030
6.3 North America Robo-Advisory Software Market Size by Country (2019-2024)
6.4 North America Robo-Advisory Software Market Size by Country (2025-2030)
6.5 United States
6.6 Canada
7 Europe
7.1 Europe Robo-Advisory Software Market Size (2019-2030)
7.2 Europe Robo-Advisory Software Market Growth Rate by Country: 2019 VS 2023 VS 2030
7.3 Europe Robo-Advisory Software Market Size by Country (2019-2024)
7.4 Europe Robo-Advisory Software 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 Robo-Advisory Software Market Size (2019-2030)
8.2 Asia-Pacific Robo-Advisory Software Market Growth Rate by Region: 2019 VS 2023 VS 2030
8.3 Asia-Pacific Robo-Advisory Software Market Size by Region (2019-2024)
8.4 Asia-Pacific Robo-Advisory Software 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 Robo-Advisory Software Market Size (2019-2030)
9.2 Latin America Robo-Advisory Software Market Growth Rate by Country: 2019 VS 2023 VS 2030
9.3 Latin America Robo-Advisory Software Market Size by Country (2019-2024)
9.4 Latin America Robo-Advisory Software Market Size by Country (2025-2030)
9.5 Mexico
9.6 Brazil
10 Middle East & Africa
10.1 Middle East & Africa Robo-Advisory Software Market Size (2019-2030)
10.2 Middle East & Africa Robo-Advisory Software Market Growth Rate by Country: 2019 VS 2023 VS 2030
10.3 Middle East & Africa Robo-Advisory Software Market Size by Country (2019-2024)
10.4 Middle East & Africa Robo-Advisory Software Market Size by Country (2025-2030)
10.5 Turkey
10.6 Saudi Arabia
10.7 UAE
11 Key Players Profiles
11.1 Peak Sales Recruiting
11.1.1 Peak Sales Recruiting Company Detail
11.1.2 Peak Sales Recruiting Business Overview
11.1.3 Peak Sales Recruiting Robo-Advisory Software Introduction
11.1.4 Peak Sales Recruiting Revenue in Robo-Advisory Software Business (2019-2024)
11.1.5 Peak Sales Recruiting Recent Development
11.2 RobotFX
11.2.1 RobotFX Company Detail
11.2.2 RobotFX Business Overview
11.2.3 RobotFX Robo-Advisory Software Introduction
11.2.4 RobotFX Revenue in Robo-Advisory Software Business (2019-2024)
11.2.5 RobotFX Recent Development
11.3 AdvisorEngine
11.3.1 AdvisorEngine Company Detail
11.3.2 AdvisorEngine Business Overview
11.3.3 AdvisorEngine Robo-Advisory Software Introduction
11.3.4 AdvisorEngine Revenue in Robo-Advisory Software Business (2019-2024)
11.3.5 AdvisorEngine Recent Development
11.4 Bambu
11.4.1 Bambu Company Detail
11.4.2 Bambu Business Overview
11.4.3 Bambu Robo-Advisory Software Introduction
11.4.4 Bambu Revenue in Robo-Advisory Software Business (2019-2024)
11.4.5 Bambu Recent Development
11.5 Empirica
11.5.1 Empirica Company Detail
11.5.2 Empirica Business Overview
11.5.3 Empirica Robo-Advisory Software Introduction
11.5.4 Empirica Revenue in Robo-Advisory Software Business (2019-2024)
11.5.5 Empirica Recent Development
11.6 InvestCloud
11.6.1 InvestCloud Company Detail
11.6.2 InvestCloud Business Overview
11.6.3 InvestCloud Robo-Advisory Software Introduction
11.6.4 InvestCloud Revenue in Robo-Advisory Software Business (2019-2024)
11.6.5 InvestCloud Recent Development
11.7 Kaspersky Lab
11.7.1 Kaspersky Lab Company Detail
11.7.2 Kaspersky Lab Business Overview
11.7.3 Kaspersky Lab Robo-Advisory Software Introduction
11.7.4 Kaspersky Lab Revenue in Robo-Advisory Software Business (2019-2024)
11.7.5 Kaspersky Lab Recent Development
11.8 Invesco
11.8.1 Invesco Company Detail
11.8.2 Invesco Business Overview
11.8.3 Invesco Robo-Advisory Software Introduction
11.8.4 Invesco Revenue in Robo-Advisory Software Business (2019-2024)
11.8.5 Invesco Recent Development
11.9 Motif
11.9.1 Motif Company Detail
11.9.2 Motif Business Overview
11.9.3 Motif Robo-Advisory Software Introduction
11.9.4 Motif Revenue in Robo-Advisory Software Business (2019-2024)
11.9.5 Motif Recent Development
11.10 nummularii
11.10.1 nummularii Company Detail
11.10.2 nummularii Business Overview
11.10.3 nummularii Robo-Advisory Software Introduction
11.10.4 nummularii Revenue in Robo-Advisory Software Business (2019-2024)
11.10.5 nummularii Recent Development
11.11 Ohpen
11.11.1 Ohpen Company Detail
11.11.2 Ohpen Business Overview
11.11.3 Ohpen Robo-Advisory Software Introduction
11.11.4 Ohpen Revenue in Robo-Advisory Software Business (2019-2024)
11.11.5 Ohpen Recent Development
11.12 Oranj
11.12.1 Oranj Company Detail
11.12.2 Oranj Business Overview
11.12.3 Oranj Robo-Advisory Software Introduction
11.12.4 Oranj Revenue in Robo-Advisory Software Business (2019-2024)
11.12.5 Oranj Recent Development
11.13 Pintec
11.13.1 Pintec Company Detail
11.13.2 Pintec Business Overview
11.13.3 Pintec Robo-Advisory Software Introduction
11.13.4 Pintec Revenue in Robo-Advisory Software Business (2019-2024)
11.13.5 Pintec Recent Development
11.14 Scalable
11.14.1 Scalable Company Detail
11.14.2 Scalable Business Overview
11.14.3 Scalable Robo-Advisory Software Introduction
11.14.4 Scalable Revenue in Robo-Advisory Software Business (2019-2024)
11.14.5 Scalable Recent Development
11.15 Simplewealth
11.15.1 Simplewealth Company Detail
11.15.2 Simplewealth Business Overview
11.15.3 Simplewealth Robo-Advisory Software Introduction
11.15.4 Simplewealth Revenue in Robo-Advisory Software Business (2019-2024)
11.15.5 Simplewealth Recent Development
11.16 Techrules
11.16.1 Techrules Company Detail
11.16.2 Techrules Business Overview
11.16.3 Techrules Robo-Advisory Software Introduction
11.16.4 Techrules Revenue in Robo-Advisory Software Business (2019-2024)
11.16.5 Techrules Recent Development
11.17 Vestmark
11.17.1 Vestmark Company Detail
11.17.2 Vestmark Business Overview
11.17.3 Vestmark Robo-Advisory Software Introduction
11.17.4 Vestmark Revenue in Robo-Advisory Software Business (2019-2024)
11.17.5 Vestmark Recent Development
11.18 Ways2Wealth
11.18.1 Ways2Wealth Company Detail
11.18.2 Ways2Wealth Business Overview
11.18.3 Ways2Wealth Robo-Advisory Software Introduction
11.18.4 Ways2Wealth Revenue in Robo-Advisory Software Business (2019-2024)
11.18.5 Ways2Wealth Recent Development
11.19 WeAdvise AG
11.19.1 WeAdvise AG Company Detail
11.19.2 WeAdvise AG Business Overview
11.19.3 WeAdvise AG Robo-Advisory Software Introduction
11.19.4 WeAdvise AG Revenue in Robo-Advisory Software Business (2019-2024)
11.19.5 WeAdvise AG 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
Published By : QY Research