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.
This report aims to provide a comprehensive presentation of the global market for Robo-advisor, 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-advisor. This report contains market size and forecasts of Robo-advisor in global, including the following market information:
Global Robo-advisor Market Revenue, 2018-2023, 2024-2030, ($ millions)
Global top five companies in 2022 (%)
The global Robo-advisor market was valued at US$ million in 2022 and is projected to reach US$ million by 2030, at a CAGR of % during the forecast period. The influence of COVID-19 and the Russia-Ukraine War were considered while estimating market sizes.
The U.S. Market is Estimated at $ Million in 2022, While China is to reach $ Million.
Free Segment to Reach $ Million by 2030, with a % CAGR in next six years.
The global key manufacturers of Robo-advisor include Betterment, FutureAdvisor, Personal Capital, Vanguard Personal Advisor, Wealthfront, WiseBanyan, SigFig Wealth Management, Schwab Intelligent Portfolios and SoFi Wealth, etc. in 2022, the global top five players have a share approximately % in terms of revenue.
We surveyed the Robo-advisor companies, and industry experts on this industry, involving the revenue, demand, product type, recent developments and plans, industry trends, drivers, challenges, obstacles, and potential risks.
Total Market by Segment:
Global Robo-advisor Market, by Type, 2018-2023, 2024-2030 ($ millions)
Global Robo-advisor Market Segment Percentages, by Type, 2022 (%)
Free
Charge
Global Robo-advisor Market, by Application, 2018-2023, 2024-2030 ($ millions)
Global Robo-advisor Market Segment Percentages, by Application, 2022 (%)
Healthcare
Retail
Education
Others
Global Robo-advisor Market, By Region and Country, 2018-2023, 2024-2030 ($ Millions)
Global Robo-advisor Market Segment Percentages, By Region and Country, 2022 (%)
North America
US
Canada
Mexico
Europe
Germany
France
U.K.
Italy
Russia
Nordic Countries
Benelux
Rest of Europe
Asia
China
Japan
South Korea
Southeast Asia
India
Rest of Asia
South America
Brazil
Argentina
Rest of South America
Middle East & Africa
Turkey
Israel
Saudi Arabia
UAE
Rest of Middle East & Africa
Competitor Analysis
The report also provides analysis of leading market participants including:
Key companies Robo-advisor revenues in global market, 2018-2023 (estimated), ($ millions)
Key companies Robo-advisor revenues share in global market, 2022 (%)
Further, the report presents profiles of competitors in the market, key players include:
Betterment
FutureAdvisor
Personal Capital
Vanguard Personal Advisor
Wealthfront
WiseBanyan
SigFig Wealth Management
Schwab Intelligent Portfolios
SoFi Wealth
Wealthsimple
Ellevest
Outline of Major Chapters:
Chapter 1: Introduces the definition of Robo-advisor, market overview.
Chapter 2: Global Robo-advisor market size in revenue.
Chapter 3: Detailed analysis of Robo-advisor company competitive landscape, revenue and 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: Sales of Robo-advisor in regional level and country level. 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 of each country in the world.
Chapter 7: 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 8: The main points and conclusions of the report.
TABLE OF CONTENTS
1 Introduction to Research & Analysis Reports
1.1 Robo-advisor Market Definition
1.2 Market Segments
1.2.1 Market by Type
1.2.2 Market by Application
1.3 Global Robo-advisor Market Overview
1.4 Features & Benefits of This Report
1.5 Methodology & Sources of Information
1.5.1 Research Methodology
1.5.2 Research Process
1.5.3 Base Year
1.5.4 Report Assumptions & Caveats
2 Global Robo-advisor Overall Market Size
2.1 Global Robo-advisor Market Size: 2022 VS 2030
2.2 Global Robo-advisor Market Size, Prospects & Forecasts: 2018-2030
2.3 Key Market Trends, Opportunity, Drivers and Restraints
2.3.1 Market Opportunities & Trends
2.3.2 Market Drivers
2.3.3 Market Restraints
3 Company Landscape
3.1 Top Robo-advisor Players in Global Market
3.2 Top Global Robo-advisor Companies Ranked by Revenue
3.3 Global Robo-advisor Revenue by Companies
3.4 Top 3 and Top 5 Robo-advisor Companies in Global Market, by Revenue in 2022
3.5 Global Companies Robo-advisor Product Type
3.6 Tier 1, Tier 2 and Tier 3 Robo-advisor Players in Global Market
3.6.1 List of Global Tier 1 Robo-advisor Companies
3.6.2 List of Global Tier 2 and Tier 3 Robo-advisor Companies
4 Market Sights by Product
4.1 Overview
4.1.1 By Type - Global Robo-advisor Market Size Markets, 2022 & 2030
4.1.2 Free
4.1.3 Charge
4.2 By Type - Global Robo-advisor Revenue & Forecasts
4.2.1 By Type - Global Robo-advisor Revenue, 2018-2023
4.2.2 By Type - Global Robo-advisor Revenue, 2024-2030
4.2.3 By Type - Global Robo-advisor Revenue Market Share, 2018-2030
5 Sights by Application
5.1 Overview
5.1.1 By Application - Global Robo-advisor Market Size, 2022 & 2030
5.1.2 Healthcare
5.1.3 Retail
5.1.4 Education
5.1.5 Others
5.2 By Application - Global Robo-advisor Revenue & Forecasts
5.2.1 By Application - Global Robo-advisor Revenue, 2018-2023
5.2.2 By Application - Global Robo-advisor Revenue, 2024-2030
5.2.3 By Application - Global Robo-advisor Revenue Market Share, 2018-2030
6 Sights by Region
6.1 By Region - Global Robo-advisor Market Size, 2022 & 2030
6.2 By Region - Global Robo-advisor Revenue & Forecasts
6.2.1 By Region - Global Robo-advisor Revenue, 2018-2023
6.2.2 By Region - Global Robo-advisor Revenue, 2024-2030
6.2.3 By Region - Global Robo-advisor Revenue Market Share, 2018-2030
6.3 North America
6.3.1 By Country - North America Robo-advisor Revenue, 2018-2030
6.3.2 US Robo-advisor Market Size, 2018-2030
6.3.3 Canada Robo-advisor Market Size, 2018-2030
6.3.4 Mexico Robo-advisor Market Size, 2018-2030
6.4 Europe
6.4.1 By Country - Europe Robo-advisor Revenue, 2018-2030
6.4.2 Germany Robo-advisor Market Size, 2018-2030
6.4.3 France Robo-advisor Market Size, 2018-2030
6.4.4 U.K. Robo-advisor Market Size, 2018-2030
6.4.5 Italy Robo-advisor Market Size, 2018-2030
6.4.6 Russia Robo-advisor Market Size, 2018-2030
6.4.7 Nordic Countries Robo-advisor Market Size, 2018-2030
6.4.8 Benelux Robo-advisor Market Size, 2018-2030
6.5 Asia
6.5.1 By Region - Asia Robo-advisor Revenue, 2018-2030
6.5.2 China Robo-advisor Market Size, 2018-2030
6.5.3 Japan Robo-advisor Market Size, 2018-2030
6.5.4 South Korea Robo-advisor Market Size, 2018-2030
6.5.5 Southeast Asia Robo-advisor Market Size, 2018-2030
6.5.6 India Robo-advisor Market Size, 2018-2030
6.6 South America
6.6.1 By Country - South America Robo-advisor Revenue, 2018-2030
6.6.2 Brazil Robo-advisor Market Size, 2018-2030
6.6.3 Argentina Robo-advisor Market Size, 2018-2030
6.7 Middle East & Africa
6.7.1 By Country - Middle East & Africa Robo-advisor Revenue, 2018-2030
6.7.2 Turkey Robo-advisor Market Size, 2018-2030
6.7.3 Israel Robo-advisor Market Size, 2018-2030
6.7.4 Saudi Arabia Robo-advisor Market Size, 2018-2030
6.7.5 UAE Robo-advisor Market Size, 2018-2030
7 Robo-advisor Companies Profiles
7.1 Betterment
7.1.1 Betterment Company Summary
7.1.2 Betterment Business Overview
7.1.3 Betterment Robo-advisor Major Product Offerings
7.1.4 Betterment Robo-advisor Revenue in Global Market (2018-2023)
7.1.5 Betterment Key News & Latest Developments
7.2 FutureAdvisor
7.2.1 FutureAdvisor Company Summary
7.2.2 FutureAdvisor Business Overview
7.2.3 FutureAdvisor Robo-advisor Major Product Offerings
7.2.4 FutureAdvisor Robo-advisor Revenue in Global Market (2018-2023)
7.2.5 FutureAdvisor Key News & Latest Developments
7.3 Personal Capital
7.3.1 Personal Capital Company Summary
7.3.2 Personal Capital Business Overview
7.3.3 Personal Capital Robo-advisor Major Product Offerings
7.3.4 Personal Capital Robo-advisor Revenue in Global Market (2018-2023)
7.3.5 Personal Capital Key News & Latest Developments
7.4 Vanguard Personal Advisor
7.4.1 Vanguard Personal Advisor Company Summary
7.4.2 Vanguard Personal Advisor Business Overview
7.4.3 Vanguard Personal Advisor Robo-advisor Major Product Offerings
7.4.4 Vanguard Personal Advisor Robo-advisor Revenue in Global Market (2018-2023)
7.4.5 Vanguard Personal Advisor Key News & Latest Developments
7.5 Wealthfront
7.5.1 Wealthfront Company Summary
7.5.2 Wealthfront Business Overview
7.5.3 Wealthfront Robo-advisor Major Product Offerings
7.5.4 Wealthfront Robo-advisor Revenue in Global Market (2018-2023)
7.5.5 Wealthfront Key News & Latest Developments
7.6 WiseBanyan
7.6.1 WiseBanyan Company Summary
7.6.2 WiseBanyan Business Overview
7.6.3 WiseBanyan Robo-advisor Major Product Offerings
7.6.4 WiseBanyan Robo-advisor Revenue in Global Market (2018-2023)
7.6.5 WiseBanyan Key News & Latest Developments
7.7 SigFig Wealth Management
7.7.1 SigFig Wealth Management Company Summary
7.7.2 SigFig Wealth Management Business Overview
7.7.3 SigFig Wealth Management Robo-advisor Major Product Offerings
7.7.4 SigFig Wealth Management Robo-advisor Revenue in Global Market (2018-2023)
7.7.5 SigFig Wealth Management Key News & Latest Developments
7.8 Schwab Intelligent Portfolios
7.8.1 Schwab Intelligent Portfolios Company Summary
7.8.2 Schwab Intelligent Portfolios Business Overview
7.8.3 Schwab Intelligent Portfolios Robo-advisor Major Product Offerings
7.8.4 Schwab Intelligent Portfolios Robo-advisor Revenue in Global Market (2018-2023)
7.8.5 Schwab Intelligent Portfolios Key News & Latest Developments
7.9 SoFi Wealth
7.9.1 SoFi Wealth Company Summary
7.9.2 SoFi Wealth Business Overview
7.9.3 SoFi Wealth Robo-advisor Major Product Offerings
7.9.4 SoFi Wealth Robo-advisor Revenue in Global Market (2018-2023)
7.9.5 SoFi Wealth Key News & Latest Developments
7.10 Wealthsimple
7.10.1 Wealthsimple Company Summary
7.10.2 Wealthsimple Business Overview
7.10.3 Wealthsimple Robo-advisor Major Product Offerings
7.10.4 Wealthsimple Robo-advisor Revenue in Global Market (2018-2023)
7.10.5 Wealthsimple Key News & Latest Developments
7.11 Ellevest
7.11.1 Ellevest Company Summary
7.11.2 Ellevest Business Overview
7.11.3 Ellevest Robo-advisor Major Product Offerings
7.11.4 Ellevest Robo-advisor Revenue in Global Market (2018-2023)
7.11.5 Ellevest Key News & Latest Developments
8 Conclusion
9 Appendix
9.1 Note
9.2 Examples of Clients
9.3 Disclaimer
LIST OF TABLES & FIGURES
List of Tables
Table 1. Robo-advisor Market Opportunities & Trends in Global Market
Table 2. Robo-advisor Market Drivers in Global Market
Table 3. Robo-advisor Market Restraints in Global Market
Table 4. Key Players of Robo-advisor in Global Market
Table 5. Top Robo-advisor Players in Global Market, Ranking by Revenue (2022)
Table 6. Global Robo-advisor Revenue by Companies, (US$, Mn), 2018-2023
Table 7. Global Robo-advisor Revenue Share by Companies, 2018-2023
Table 8. Global Companies Robo-advisor Product Type
Table 9. List of Global Tier 1 Robo-advisor Companies, Revenue (US$, Mn) in 2022 and Market Share
Table 10. List of Global Tier 2 and Tier 3 Robo-advisor Companies, Revenue (US$, Mn) in 2022 and Market Share
Table 11. By Type ? Global Robo-advisor Revenue, (US$, Mn), 2022 & 2030
Table 12. By Type - Robo-advisor Revenue in Global (US$, Mn), 2018-2023
Table 13. By Type - Robo-advisor Revenue in Global (US$, Mn), 2024-2030
Table 14. By Application ? Global Robo-advisor Revenue, (US$, Mn), 2022 & 2030
Table 15. By Application - Robo-advisor Revenue in Global (US$, Mn), 2018-2023
Table 16. By Application - Robo-advisor Revenue in Global (US$, Mn), 2024-2030
Table 17. By Region ? Global Robo-advisor Revenue, (US$, Mn), 2022 & 2030
Table 18. By Region - Global Robo-advisor Revenue (US$, Mn), 2018-2023
Table 19. By Region - Global Robo-advisor Revenue (US$, Mn), 2024-2030
Table 20. By Country - North America Robo-advisor Revenue, (US$, Mn), 2018-2023
Table 21. By Country - North America Robo-advisor Revenue, (US$, Mn), 2024-2030
Table 22. By Country - Europe Robo-advisor Revenue, (US$, Mn), 2018-2023
Table 23. By Country - Europe Robo-advisor Revenue, (US$, Mn), 2024-2030
Table 24. By Region - Asia Robo-advisor Revenue, (US$, Mn), 2018-2023
Table 25. By Region - Asia Robo-advisor Revenue, (US$, Mn), 2024-2030
Table 26. By Country - South America Robo-advisor Revenue, (US$, Mn), 2018-2023
Table 27. By Country - South America Robo-advisor Revenue, (US$, Mn), 2024-2030
Table 28. By Country - Middle East & Africa Robo-advisor Revenue, (US$, Mn), 2018-2023
Table 29. By Country - Middle East & Africa Robo-advisor Revenue, (US$, Mn), 2024-2030
Table 30. Betterment Company Summary
Table 31. Betterment Robo-advisor Product Offerings
Table 32. Betterment Robo-advisor Revenue (US$, Mn) & (2018-2023)
Table 33. Betterment Key News & Latest Developments
Table 34. FutureAdvisor Company Summary
Table 35. FutureAdvisor Robo-advisor Product Offerings
Table 36. FutureAdvisor Robo-advisor Revenue (US$, Mn) & (2018-2023)
Table 37. FutureAdvisor Key News & Latest Developments
Table 38. Personal Capital Company Summary
Table 39. Personal Capital Robo-advisor Product Offerings
Table 40. Personal Capital Robo-advisor Revenue (US$, Mn) & (2018-2023)
Table 41. Personal Capital Key News & Latest Developments
Table 42. Vanguard Personal Advisor Company Summary
Table 43. Vanguard Personal Advisor Robo-advisor Product Offerings
Table 44. Vanguard Personal Advisor Robo-advisor Revenue (US$, Mn) & (2018-2023)
Table 45. Vanguard Personal Advisor Key News & Latest Developments
Table 46. Wealthfront Company Summary
Table 47. Wealthfront Robo-advisor Product Offerings
Table 48. Wealthfront Robo-advisor Revenue (US$, Mn) & (2018-2023)
Table 49. Wealthfront Key News & Latest Developments
Table 50. WiseBanyan Company Summary
Table 51. WiseBanyan Robo-advisor Product Offerings
Table 52. WiseBanyan Robo-advisor Revenue (US$, Mn) & (2018-2023)
Table 53. WiseBanyan Key News & Latest Developments
Table 54. SigFig Wealth Management Company Summary
Table 55. SigFig Wealth Management Robo-advisor Product Offerings
Table 56. SigFig Wealth Management Robo-advisor Revenue (US$, Mn) & (2018-2023)
Table 57. SigFig Wealth Management Key News & Latest Developments
Table 58. Schwab Intelligent Portfolios Company Summary
Table 59. Schwab Intelligent Portfolios Robo-advisor Product Offerings
Table 60. Schwab Intelligent Portfolios Robo-advisor Revenue (US$, Mn) & (2018-2023)
Table 61. Schwab Intelligent Portfolios Key News & Latest Developments
Table 62. SoFi Wealth Company Summary
Table 63. SoFi Wealth Robo-advisor Product Offerings
Table 64. SoFi Wealth Robo-advisor Revenue (US$, Mn) & (2018-2023)
Table 65. SoFi Wealth Key News & Latest Developments
Table 66. Wealthsimple Company Summary
Table 67. Wealthsimple Robo-advisor Product Offerings
Table 68. Wealthsimple Robo-advisor Revenue (US$, Mn) & (2018-2023)
Table 69. Wealthsimple Key News & Latest Developments
Table 70. Ellevest Company Summary
Table 71. Ellevest Robo-advisor Product Offerings
Table 72. Ellevest Robo-advisor Revenue (US$, Mn) & (2018-2023)
Table 73. Ellevest Key News & Latest Developments
List of Figures
Figure 1. Robo-advisor Segment by Type in 2022
Figure 2. Robo-advisor Segment by Application in 2022
Figure 3. Global Robo-advisor Market Overview: 2022
Figure 4. Key Caveats
Figure 5. Global Robo-advisor Market Size: 2022 VS 2030 (US$, Mn)
Figure 6. Global Robo-advisor Revenue, 2018-2030 (US$, Mn)
Figure 7. The Top 3 and 5 Players Market Share by Robo-advisor Revenue in 2022
Figure 8. By Type - Global Robo-advisor Revenue Market Share, 2018-2030
Figure 9. By Application - Global Robo-advisor Revenue Market Share, 2018-2030
Figure 10. By Type - Global Robo-advisor Revenue, (US$, Mn), 2022 & 2030
Figure 11. By Type - Global Robo-advisor Revenue Market Share, 2018-2030
Figure 12. By Application - Global Robo-advisor Revenue, (US$, Mn), 2022 & 2030
Figure 13. By Application - Global Robo-advisor Revenue Market Share, 2018-2030
Figure 14. By Region - Global Robo-advisor Revenue Market Share, 2018-2030
Figure 15. By Country - North America Robo-advisor Revenue Market Share, 2018-2030
Figure 16. US Robo-advisor Revenue, (US$, Mn), 2018-2030
Figure 17. Canada Robo-advisor Revenue, (US$, Mn), 2018-2030
Figure 18. Mexico Robo-advisor Revenue, (US$, Mn), 2018-2030
Figure 19. By Country - Europe Robo-advisor Revenue Market Share, 2018-2030
Figure 20. Germany Robo-advisor Revenue, (US$, Mn), 2018-2030
Figure 21. France Robo-advisor Revenue, (US$, Mn), 2018-2030
Figure 22. U.K. Robo-advisor Revenue, (US$, Mn), 2018-2030
Figure 23. Italy Robo-advisor Revenue, (US$, Mn), 2018-2030
Figure 24. Russia Robo-advisor Revenue, (US$, Mn), 2018-2030
Figure 25. Nordic Countries Robo-advisor Revenue, (US$, Mn), 2018-2030
Figure 26. Benelux Robo-advisor Revenue, (US$, Mn), 2018-2030
Figure 27. By Region - Asia Robo-advisor Revenue Market Share, 2018-2030
Figure 28. China Robo-advisor Revenue, (US$, Mn), 2018-2030
Figure 29. Japan Robo-advisor Revenue, (US$, Mn), 2018-2030
Figure 30. South Korea Robo-advisor Revenue, (US$, Mn), 2018-2030
Figure 31. Southeast Asia Robo-advisor Revenue, (US$, Mn), 2018-2030
Figure 32. India Robo-advisor Revenue, (US$, Mn), 2018-2030
Figure 33. By Country - South America Robo-advisor Revenue Market Share, 2018-2030
Figure 34. Brazil Robo-advisor Revenue, (US$, Mn), 2018-2030
Figure 35. Argentina Robo-advisor Revenue, (US$, Mn), 2018-2030
Figure 36. By Country - Middle East & Africa Robo-advisor Revenue Market Share, 2018-2030
Figure 37. Turkey Robo-advisor Revenue, (US$, Mn), 2018-2030
Figure 38. Israel Robo-advisor Revenue, (US$, Mn), 2018-2030
Figure 39. Saudi Arabia Robo-advisor Revenue, (US$, Mn), 2018-2030
Figure 40. UAE Robo-advisor Revenue, (US$, Mn), 2018-2030
Figure 41. Betterment Robo-advisor Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 42. FutureAdvisor Robo-advisor Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 43. Personal Capital Robo-advisor Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 44. Vanguard Personal Advisor Robo-advisor Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 45. Wealthfront Robo-advisor Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 46. WiseBanyan Robo-advisor Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 47. SigFig Wealth Management Robo-advisor Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 48. Schwab Intelligent Portfolios Robo-advisor Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 49. SoFi Wealth Robo-advisor Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 50. Wealthsimple Robo-advisor Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 51. Ellevest Robo-advisor Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
