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.
Market Analysis and Insights: Global Robo-advisor Market
The global Robo-advisor market is projected to grow from US$ million in 2024 to US$ million by 2030, at a Compound Annual Growth Rate (CAGR) of % during the forecast period.
The US & Canada market for Robo-advisor is estimated to increase from $ million in 2024 to reach $ million by 2030, at a CAGR of % during the forecast period of 2025 through 2030.
The China market for Robo-advisor is estimated to increase from $ million in 2024 to reach $ million by 2030, at a CAGR of % during the forecast period of 2025 through 2030.
The Europe market for Robo-advisor is estimated to increase from $ million in 2024 to reach $ million by 2030, at a CAGR of % during the forecast period of 2025 through 2030.
The global key companies of Robo-advisor include Betterment, FutureAdvisor, Personal Capital, Vanguard Personal Advisor, Wealthfront, WiseBanyan, SigFig Wealth Management, Schwab Intelligent Portfolios and SoFi Wealth, etc. In 2023, the global top five players had a share approximately % in terms of revenue.
Robo-advisor is widely used in various fields, such as Healthcare, Retail, Education and Others, etc. Healthcare provides greatest supports to the Robo-advisor industry development. In 2023, global % revenue of Robo-advisor went into Healthcare filed and the proportion will reach to % in 2030.
Report Covers:
This report presents an overview of global market for Robo-advisor market size. Analyses of the global market trends, with historic market revenue data for 2019 - 2023, estimates for 2024, and projections of CAGR through 2030.
This report researches the key producers of Robo-advisor, also provides the revenue of main regions and countries. Highlights of the upcoming market potential for Robo-advisor, and key regions/countries of focus to forecast this market into various segments and sub-segments. Country specific data and market value analysis for the U.S., Canada, Mexico, Brazil, China, Japan, South Korea, Southeast Asia, India, Germany, the U.K., Italy, Middle East, Africa, and Other Countries.
This report focuses on the Robo-advisor revenue, market share and industry ranking of main companies, data from 2019 to 2024. Identification of the major stakeholders in the global Robo-advisor market, and analysis of their competitive landscape and market positioning based on recent developments and segmental revenues. This report will help stakeholders to understand the competitive landscape and gain more insights and position their businesses and market strategies in a better way.
This report analyzes the segments data by Type and by Application, revenue, and growth rate, from 2019 to 2030. Evaluation and forecast the market size for Robo-advisor revenue, projected growth trends, production technology, application and end-user industry.
Market Segmentation
By Company
Betterment
FutureAdvisor
Personal Capital
Vanguard Personal Advisor
Wealthfront
WiseBanyan
SigFig Wealth Management
Schwab Intelligent Portfolios
SoFi Wealth
Wealthsimple
Ellevest
Segment by Type
Free
Charge
Segment by Application
Healthcare
Retail
Education
Others
By Region
North America
United States
Canada
Europe
Germany
France
UK
Italy
Russia
Nordic Countries
Rest of Europe
China
Asia (excluding China)
Japan
South Korea
China Taiwan
Southeast Asia
India
Latin America, Middle East & Africa
Brazil
Mexico
Turkey
Israel
GCC Countries
Chapter Outline
Chapter 1: Introduces the report scope of the report, executive summary of different market segments (product type, 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: Revenue of Robo-advisor in global and regional 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, and capacity of each country in the world. 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-advisor companies鈥� competitive landscape, revenue, market share and industry ranking, latest development plan, merger, and acquisition information, etc.
Chapter 4: Provides the analysis of various market segments by Type, covering the revenue, 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 revenue, and development potential of each market segment, to help readers find the blue ocean market in different downstream markets.
Chapter 6: North America (US & Canada) by Type, by Application and by country, revenue for each segment.
Chapter 7: Europe by Type, by Application and by country, revenue for each segment.
Chapter 8: China by Type, and by Application, revenue for each segment.
Chapter 9: Asia (excluding China) by Type, by Application and by region, revenue for each segment.
Chapter 10: Middle East, Africa, and Latin America by Type, by Application and by country, revenue for each segment.
Chapter 11: Provides profiles of key companies, introducing the basic situation of the main companies in the market in detail, including product descriptions and specifications, Robo-advisor revenue, gross margin, and recent development, etc.
Chapter 12: Analyst's Viewpoints/Conclusions
Please Note - This is an on demand report and will be delivered in 2 business days (48 hours) post payment.
1 Report Overview
1.1 Study Scope
1.2 Market Analysis by Type
1.2.1 Global Robo-advisor Market Size Growth Rate by Type, 2019 VS 2023 VS 2030
1.2.2 Free
1.2.3 Charge
1.3 Market by Application
1.3.1 Global Robo-advisor Market Size Growth Rate by Application, 2019 VS 2023 VS 2030
1.3.2 Healthcare
1.3.3 Retail
1.3.4 Education
1.3.5 Others
1.4 Assumptions and Limitations
1.5 Study Objectives
1.6 Years Considered
2 Global Growth Trends
2.1 Global Robo-advisor Market Perspective (2019-2030)
2.2 Global Robo-advisor Growth Trends by Region
2.2.1 Robo-advisor Market Size by Region: 2019 VS 2023 VS 2030
2.2.2 Robo-advisor Historic Market Size by Region (2019-2024)
2.2.3 Robo-advisor Forecasted Market Size by Region (2025-2030)
2.3 Robo-advisor Market Dynamics
2.3.1 Robo-advisor Industry Trends
2.3.2 Robo-advisor Market Drivers
2.3.3 Robo-advisor Market Challenges
2.3.4 Robo-advisor Market Restraints
3 Competition Landscape by Key Players
3.1 Global Revenue Robo-advisor by Players
3.1.1 Global Robo-advisor Revenue by Players (2019-2024)
3.1.2 Global Robo-advisor Revenue Market Share by Players (2019-2024)
3.2 Global Robo-advisor Market Share by Company Type (Tier 1, Tier 2, and Tier 3)
3.3 Global Key Players of Robo-advisor, Ranking by Revenue, 2022 VS 2023 VS 2024
3.4 Global Robo-advisor Market Concentration Ratio
3.4.1 Global Robo-advisor Market Concentration Ratio (CR5 and HHI)
3.4.2 Global Top 10 and Top 5 Companies by Robo-advisor Revenue in 2023
3.5 Global Key Players of Robo-advisor Head office and Area Served
3.6 Global Key Players of Robo-advisor, Product and Application
3.7 Global Key Players of Robo-advisor, Date of Enter into This Industry
3.8 Mergers & Acquisitions, Expansion Plans
4 Robo-advisor Breakdown Data by Type
4.1 Global Robo-advisor Historic Market Size by Type (2019-2024)
4.2 Global Robo-advisor Forecasted Market Size by Type (2025-2030)
5 Robo-advisor Breakdown Data by Application
5.1 Global Robo-advisor Historic Market Size by Application (2019-2024)
5.2 Global Robo-advisor Forecasted Market Size by Application (2025-2030)
6 North America
6.1 North America Robo-advisor Market Size (2019-2030)
6.2 North America Robo-advisor Market Size by Type
6.2.1 North America Robo-advisor Market Size by Type (2019-2024)
6.2.2 North America Robo-advisor Market Size by Type (2025-2030)
6.2.3 North America Robo-advisor Market Share by Type (2019-2030)
6.3 North America Robo-advisor Market Size by Application
6.3.1 North America Robo-advisor Market Size by Application (2019-2024)
6.3.2 North America Robo-advisor Market Size by Application (2025-2030)
6.3.3 North America Robo-advisor Market Share by Application (2019-2030)
6.4 North America Robo-advisor Market Size by Country
6.4.1 North America Robo-advisor Market Size by Country: 2019 VS 2023 VS 2030
6.4.2 North America Robo-advisor Market Size by Country (2019-2024)
6.4.3 North America Robo-advisor Market Size by Country (2025-2030)
6.4.4 U.S.
6.4.5 Canada
7 Europe
7.1 Europe Robo-advisor Market Size (2019-2030)
7.2 Europe Robo-advisor Market Size by Type
7.2.1 Europe Robo-advisor Market Size by Type (2019-2024)
7.2.2 Europe Robo-advisor Market Size by Type (2025-2030)
7.2.3 Europe Robo-advisor Market Share by Type (2019-2030)
7.3 Europe Robo-advisor Market Size by Application
7.3.1 Europe Robo-advisor Market Size by Application (2019-2024)
7.3.2 Europe Robo-advisor Market Size by Application (2025-2030)
7.3.3 Europe Robo-advisor Market Share by Application (2019-2030)
7.4 Europe Robo-advisor Market Size by Country
7.4.1 Europe Robo-advisor Market Size by Country: 2019 VS 2023 VS 2030
7.4.2 Europe Robo-advisor Market Size by Country (2019-2024)
7.4.3 Europe Robo-advisor Market Size by Country (2025-2030)
7.4.3 Germany
7.4.4 France
7.4.5 U.K.
7.4.6 Italy
7.4.7 Russia
7.4.8 Nordic Countries
8 China
8.1 China Robo-advisor Market Size (2019-2030)
8.2 China Robo-advisor Market Size by Type
8.2.1 China Robo-advisor Market Size by Type (2019-2024)
8.2.2 China Robo-advisor Market Size by Type (2025-2030)
8.2.3 China Robo-advisor Market Share by Type (2019-2030)
8.3 China Robo-advisor Market Size by Application
8.3.1 China Robo-advisor Market Size by Application (2019-2024)
8.3.2 China Robo-advisor Market Size by Application (2025-2030)
8.3.3 China Robo-advisor Market Share by Application (2019-2030)
9 Asia (excluding China)
9.1 Asia Robo-advisor Market Size (2019-2030)
9.2 Asia Robo-advisor Market Size by Type
9.2.1 Asia Robo-advisor Market Size by Type (2019-2024)
9.2.2 Asia Robo-advisor Market Size by Type (2025-2030)
9.2.3 Asia Robo-advisor Market Share by Type (2019-2030)
9.3 Asia Robo-advisor Market Size by Application
9.3.1 Asia Robo-advisor Market Size by Application (2019-2024)
9.3.2 Asia Robo-advisor Market Size by Application (2025-2030)
9.3.3 Asia Robo-advisor Market Share by Application (2019-2030)
9.4 Asia Robo-advisor Market Size by Region
9.4.1 Asia Robo-advisor Market Size by Region: 2019 VS 2023 VS 2030
9.4.2 Asia Robo-advisor Market Size by Region (2019-2024)
9.4.3 Asia Robo-advisor Market Size by Region (2025-2030)
9.4.4 Japan
9.4.5 South Korea
9.4.6 China Taiwan
9.4.7 Southeast Asia
9.4.8 India
9.4.9 Australia
10 Middle East, Africa, and Latin America
10.1 Middle East, Africa, and Latin America Robo-advisor Market Size (2019-2030)
10.2 Middle East, Africa, and Latin America Robo-advisor Market Size by Type
10.2.1 Middle East, Africa, and Latin America Robo-advisor Market Size by Type (2019-2024)
10.2.2 Middle East, Africa, and Latin America Robo-advisor Market Size by Type (2025-2030)
10.2.3 Middle East, Africa, and Latin America Robo-advisor Market Share by Type (2019-2030)
10.3 Middle East, Africa, and Latin America Robo-advisor Market Size by Application
10.3.1 Middle East, Africa, and Latin America Robo-advisor Market Size by Application (2019-2024)
10.3.2 Middle East, Africa, and Latin America Robo-advisor Market Size by Application (2025-2030)
10.3.3 Middle East, Africa, and Latin America Robo-advisor Market Share by Application (2019-2030)
10.4 Middle East, Africa, and Latin America Robo-advisor Market Size by Country
10.4.1 Middle East, Africa, and Latin America Robo-advisor Market Size by Country: 2019 VS 2023 VS 2030
10.4.2 Middle East, Africa, and Latin America Robo-advisor Market Size by Country (2019-2024)
10.4.3 Middle East, Africa, and Latin America Robo-advisor Market Size by Country (2025-2030)
10.4.4 Brazil
10.4.5 Mexico
10.4.6 Turkey
10.4.7 Saudi Arabia
10.4.8 Israel
10.4.9 GCC Countries
11 Key Players Profiles
11.1 Betterment
11.1.1 Betterment Company Details
11.1.2 Betterment Business Overview
11.1.3 Betterment Robo-advisor Introduction
11.1.4 Betterment Revenue in Robo-advisor Business (2019-2024)
11.1.5 Betterment Recent Developments
11.2 FutureAdvisor
11.2.1 FutureAdvisor Company Details
11.2.2 FutureAdvisor Business Overview
11.2.3 FutureAdvisor Robo-advisor Introduction
11.2.4 FutureAdvisor Revenue in Robo-advisor Business (2019-2024)
11.2.5 FutureAdvisor Recent Developments
11.3 Personal Capital
11.3.1 Personal Capital Company Details
11.3.2 Personal Capital Business Overview
11.3.3 Personal Capital Robo-advisor Introduction
11.3.4 Personal Capital Revenue in Robo-advisor Business (2019-2024)
11.3.5 Personal Capital Recent Developments
11.4 Vanguard Personal Advisor
11.4.1 Vanguard Personal Advisor Company Details
11.4.2 Vanguard Personal Advisor Business Overview
11.4.3 Vanguard Personal Advisor Robo-advisor Introduction
11.4.4 Vanguard Personal Advisor Revenue in Robo-advisor Business (2019-2024)
11.4.5 Vanguard Personal Advisor Recent Developments
11.5 Wealthfront
11.5.1 Wealthfront Company Details
11.5.2 Wealthfront Business Overview
11.5.3 Wealthfront Robo-advisor Introduction
11.5.4 Wealthfront Revenue in Robo-advisor Business (2019-2024)
11.5.5 Wealthfront Recent Developments
11.6 WiseBanyan
11.6.1 WiseBanyan Company Details
11.6.2 WiseBanyan Business Overview
11.6.3 WiseBanyan Robo-advisor Introduction
11.6.4 WiseBanyan Revenue in Robo-advisor Business (2019-2024)
11.6.5 WiseBanyan Recent Developments
11.7 SigFig Wealth Management
11.7.1 SigFig Wealth Management Company Details
11.7.2 SigFig Wealth Management Business Overview
11.7.3 SigFig Wealth Management Robo-advisor Introduction
11.7.4 SigFig Wealth Management Revenue in Robo-advisor Business (2019-2024)
11.7.5 SigFig Wealth Management Recent Developments
11.8 Schwab Intelligent Portfolios
11.8.1 Schwab Intelligent Portfolios Company Details
11.8.2 Schwab Intelligent Portfolios Business Overview
11.8.3 Schwab Intelligent Portfolios Robo-advisor Introduction
11.8.4 Schwab Intelligent Portfolios Revenue in Robo-advisor Business (2019-2024)
11.8.5 Schwab Intelligent Portfolios Recent Developments
11.9 SoFi Wealth
11.9.1 SoFi Wealth Company Details
11.9.2 SoFi Wealth Business Overview
11.9.3 SoFi Wealth Robo-advisor Introduction
11.9.4 SoFi Wealth Revenue in Robo-advisor Business (2019-2024)
11.9.5 SoFi Wealth Recent Developments
11.10 Wealthsimple
11.10.1 Wealthsimple Company Details
11.10.2 Wealthsimple Business Overview
11.10.3 Wealthsimple Robo-advisor Introduction
11.10.4 Wealthsimple Revenue in Robo-advisor Business (2019-2024)
11.10.5 Wealthsimple Recent Developments
11.11 Ellevest
11.11.1 Ellevest Company Details
11.11.2 Ellevest Business Overview
11.11.3 Ellevest Robo-advisor Introduction
11.11.4 Ellevest Revenue in Robo-advisor Business (2019-2024)
11.11.5 Ellevest Recent Developments
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
Betterment
FutureAdvisor
Personal Capital
Vanguard Personal Advisor
Wealthfront
WiseBanyan
SigFig Wealth Management
Schwab Intelligent Portfolios
SoFi Wealth
Wealthsimple
Ellevest
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*If Applicable.
