
AÌýWealth Management PlatformÌýis a software system designed to help people track their investment portfolios and research new investments.
Highlights
The global Wealth Management Platform market was valued at US$ 2071.7 million in 2022 and is anticipated to reach US$ 3215.1 million by 2029, witnessing a CAGR of 7.6% during the forecast period 2023-2029. The influence of COVID-19 and the Russia-Ukraine War were considered while estimating market sizes.
The constant rise in the High Net Worth Individuals (HNWIs) is expected to be one of the key factors in driving the growth of the wealth management platform market.Ìý
Report Scope
This report aims to provide a comprehensive presentation of the global market for Wealth Management 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 Wealth Management Platform.
The Wealth Management Platform market size, estimations, and forecasts are provided in terms of and revenue ($ millions), considering 2022 as the base year, with history and forecast data for the period from 2018 to 2029. This report segments the global Wealth Management 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 Wealth Management Platform companies, new entrants, and industry chain related companies in this market with information on the revenues for the overall market and the sub-segments across the different segments, by company, by type, by application, and by regions.
By Company
SS&C Technologies Holdings
Fiserv
FIS
Broadridge
Temenos
Comarch
Noah Holdings Ltd
SEI Investments Company
Addepar
Refinitiv
Profile Software
InvestEdge
Finantix
SunGard
Objectway
Dorsum
Avaloq
RobustWealth (Principal Innovations)
HSBC China
Miles Software (ItzCash Card)
InformaIS
Segment by Type
On-Cloud
On-Premise
Segment by Application
Banks
Trading & Exchange Firms
Investment Firms
Brokerage Firms
Asset Management Firms
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
Core Chapters
Chapter 1: Introduces the report scope of the report, executive summary of different market segments (by 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: 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 Wealth Management 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 key companies in the market in detail, including product revenue, gross margin, product introduction, recent development, etc.
Chapter 12: The main points and conclusions of the report.
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 Wealth Management Platform Market Size Growth Rate by Type: 2018 VS 2022 VS 2029
1.2.2 On-Cloud
1.2.3 On-Premise
1.3 Market by Application
1.3.1 Global Wealth Management Platform Market Growth by Application: 2018 VS 2022 VS 2029
1.3.2 Banks
1.3.3 Trading & Exchange Firms
1.3.4 Investment Firms
1.3.5 Brokerage Firms
1.3.6 Asset Management Firms
1.3.7 Others
1.4 Study Objectives
1.5 Years Considered
1.6 Years Considered
2 Global Growth Trends
2.1 Global Wealth Management Platform Market Perspective (2018-2029)
2.2 Wealth Management Platform Growth Trends by Region
2.2.1 Global Wealth Management Platform Market Size by Region: 2018 VS 2022 VS 2029
2.2.2 Wealth Management Platform Historic Market Size by Region (2018-2023)
2.2.3 Wealth Management Platform Forecasted Market Size by Region (2024-2029)
2.3 Wealth Management Platform Market Dynamics
2.3.1 Wealth Management Platform Industry Trends
2.3.2 Wealth Management Platform Market Drivers
2.3.3 Wealth Management Platform Market Challenges
2.3.4 Wealth Management Platform Market Restraints
3 Competition Landscape by Key Players
3.1 Global Top Wealth Management Platform Players by Revenue
3.1.1 Global Top Wealth Management Platform Players by Revenue (2018-2023)
3.1.2 Global Wealth Management Platform Revenue Market Share by Players (2018-2023)
3.2 Global Wealth Management Platform Market Share by Company Type (Tier 1, Tier 2, and Tier 3)
3.3 Players Covered: Ranking by Wealth Management Platform Revenue
3.4 Global Wealth Management Platform Market Concentration Ratio
3.4.1 Global Wealth Management Platform Market Concentration Ratio (CR5 and HHI)
3.4.2 Global Top 10 and Top 5 Companies by Wealth Management Platform Revenue in 2022
3.5 Wealth Management Platform Key Players Head office and Area Served
3.6 Key Players Wealth Management Platform Product Solution and Service
3.7 Date of Enter into Wealth Management Platform Market
3.8 Mergers & Acquisitions, Expansion Plans
4 Wealth Management Platform Breakdown Data by Type
4.1 Global Wealth Management Platform Historic Market Size by Type (2018-2023)
4.2 Global Wealth Management Platform Forecasted Market Size by Type (2024-2029)
5 Wealth Management Platform Breakdown Data by Application
5.1 Global Wealth Management Platform Historic Market Size by Application (2018-2023)
5.2 Global Wealth Management Platform Forecasted Market Size by Application (2024-2029)
6 North America
6.1 North America Wealth Management Platform Market Size (2018-2029)
6.2 North America Wealth Management Platform Market Growth Rate by Country: 2018 VS 2022 VS 2029
6.3 North America Wealth Management Platform Market Size by Country (2018-2023)
6.4 North America Wealth Management Platform Market Size by Country (2024-2029)
6.5 United States
6.6 Canada
7 Europe
7.1 Europe Wealth Management Platform Market Size (2018-2029)
7.2 Europe Wealth Management Platform Market Growth Rate by Country: 2018 VS 2022 VS 2029
7.3 Europe Wealth Management Platform Market Size by Country (2018-2023)
7.4 Europe Wealth Management Platform Market Size by Country (2024-2029)
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 Wealth Management Platform Market Size (2018-2029)
8.2 Asia-Pacific Wealth Management Platform Market Growth Rate by Region: 2018 VS 2022 VS 2029
8.3 Asia-Pacific Wealth Management Platform Market Size by Region (2018-2023)
8.4 Asia-Pacific Wealth Management Platform Market Size by Region (2024-2029)
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 Wealth Management Platform Market Size (2018-2029)
9.2 Latin America Wealth Management Platform Market Growth Rate by Country: 2018 VS 2022 VS 2029
9.3 Latin America Wealth Management Platform Market Size by Country (2018-2023)
9.4 Latin America Wealth Management Platform Market Size by Country (2024-2029)
9.5 Mexico
9.6 Brazil
10 Middle East & Africa
10.1 Middle East & Africa Wealth Management Platform Market Size (2018-2029)
10.2 Middle East & Africa Wealth Management Platform Market Growth Rate by Country: 2018 VS 2022 VS 2029
10.3 Middle East & Africa Wealth Management Platform Market Size by Country (2018-2023)
10.4 Middle East & Africa Wealth Management Platform Market Size by Country (2024-2029)
10.5 Turkey
10.6 Saudi Arabia
10.7 UAE
11 Key Players Profiles
11.1 SS&C Technologies Holdings
11.1.1 SS&C Technologies Holdings Company Detail
11.1.2 SS&C Technologies Holdings Business Overview
11.1.3 SS&C Technologies Holdings Wealth Management Platform Introduction
11.1.4 SS&C Technologies Holdings Revenue in Wealth Management Platform Business (2018-2023)
11.1.5 SS&C Technologies Holdings Recent Development
11.2 Fiserv
11.2.1 Fiserv Company Detail
11.2.2 Fiserv Business Overview
11.2.3 Fiserv Wealth Management Platform Introduction
11.2.4 Fiserv Revenue in Wealth Management Platform Business (2018-2023)
11.2.5 Fiserv Recent Development
11.3 FIS
11.3.1 FIS Company Detail
11.3.2 FIS Business Overview
11.3.3 FIS Wealth Management Platform Introduction
11.3.4 FIS Revenue in Wealth Management Platform Business (2018-2023)
11.3.5 FIS Recent Development
11.4 Broadridge
11.4.1 Broadridge Company Detail
11.4.2 Broadridge Business Overview
11.4.3 Broadridge Wealth Management Platform Introduction
11.4.4 Broadridge Revenue in Wealth Management Platform Business (2018-2023)
11.4.5 Broadridge Recent Development
11.5 Temenos
11.5.1 Temenos Company Detail
11.5.2 Temenos Business Overview
11.5.3 Temenos Wealth Management Platform Introduction
11.5.4 Temenos Revenue in Wealth Management Platform Business (2018-2023)
11.5.5 Temenos Recent Development
11.6 Comarch
11.6.1 Comarch Company Detail
11.6.2 Comarch Business Overview
11.6.3 Comarch Wealth Management Platform Introduction
11.6.4 Comarch Revenue in Wealth Management Platform Business (2018-2023)
11.6.5 Comarch Recent Development
11.7 Noah Holdings Ltd
11.7.1 Noah Holdings Ltd Company Detail
11.7.2 Noah Holdings Ltd Business Overview
11.7.3 Noah Holdings Ltd Wealth Management Platform Introduction
11.7.4 Noah Holdings Ltd Revenue in Wealth Management Platform Business (2018-2023)
11.7.5 Noah Holdings Ltd Recent Development
11.8 SEI Investments Company
11.8.1 SEI Investments Company Company Detail
11.8.2 SEI Investments Company Business Overview
11.8.3 SEI Investments Company Wealth Management Platform Introduction
11.8.4 SEI Investments Company Revenue in Wealth Management Platform Business (2018-2023)
11.8.5 SEI Investments Company Recent Development
11.9 Addepar
11.9.1 Addepar Company Detail
11.9.2 Addepar Business Overview
11.9.3 Addepar Wealth Management Platform Introduction
11.9.4 Addepar Revenue in Wealth Management Platform Business (2018-2023)
11.9.5 Addepar Recent Development
11.10 Refinitiv
11.10.1 Refinitiv Company Detail
11.10.2 Refinitiv Business Overview
11.10.3 Refinitiv Wealth Management Platform Introduction
11.10.4 Refinitiv Revenue in Wealth Management Platform Business (2018-2023)
11.10.5 Refinitiv Recent Development
11.11 Profile Software
11.11.1 Profile Software Company Detail
11.11.2 Profile Software Business Overview
11.11.3 Profile Software Wealth Management Platform Introduction
11.11.4 Profile Software Revenue in Wealth Management Platform Business (2018-2023)
11.11.5 Profile Software Recent Development
11.12 InvestEdge
11.12.1 InvestEdge Company Detail
11.12.2 InvestEdge Business Overview
11.12.3 InvestEdge Wealth Management Platform Introduction
11.12.4 InvestEdge Revenue in Wealth Management Platform Business (2018-2023)
11.12.5 InvestEdge Recent Development
11.13 Finantix
11.13.1 Finantix Company Detail
11.13.2 Finantix Business Overview
11.13.3 Finantix Wealth Management Platform Introduction
11.13.4 Finantix Revenue in Wealth Management Platform Business (2018-2023)
11.13.5 Finantix Recent Development
11.14 SunGard
11.14.1 SunGard Company Detail
11.14.2 SunGard Business Overview
11.14.3 SunGard Wealth Management Platform Introduction
11.14.4 SunGard Revenue in Wealth Management Platform Business (2018-2023)
11.14.5 SunGard Recent Development
11.15 Objectway
11.15.1 Objectway Company Detail
11.15.2 Objectway Business Overview
11.15.3 Objectway Wealth Management Platform Introduction
11.15.4 Objectway Revenue in Wealth Management Platform Business (2018-2023)
11.15.5 Objectway Recent Development
11.16 Dorsum
11.16.1 Dorsum Company Detail
11.16.2 Dorsum Business Overview
11.16.3 Dorsum Wealth Management Platform Introduction
11.16.4 Dorsum Revenue in Wealth Management Platform Business (2018-2023)
11.16.5 Dorsum Recent Development
11.17 Avaloq
11.17.1 Avaloq Company Detail
11.17.2 Avaloq Business Overview
11.17.3 Avaloq Wealth Management Platform Introduction
11.17.4 Avaloq Revenue in Wealth Management Platform Business (2018-2023)
11.17.5 Avaloq Recent Development
11.18 RobustWealth (Principal Innovations)
11.18.1 RobustWealth (Principal Innovations) Company Detail
11.18.2 RobustWealth (Principal Innovations) Business Overview
11.18.3 RobustWealth (Principal Innovations) Wealth Management Platform Introduction
11.18.4 RobustWealth (Principal Innovations) Revenue in Wealth Management Platform Business (2018-2023)
11.18.5 RobustWealth (Principal Innovations) Recent Development
11.19 HSBC China
11.19.1 HSBC China Company Detail
11.19.2 HSBC China Business Overview
11.19.3 HSBC China Wealth Management Platform Introduction
11.19.4 HSBC China Revenue in Wealth Management Platform Business (2018-2023)
11.19.5 HSBC China Recent Development
11.20 Miles Software (ItzCash Card)
11.20.1 Miles Software (ItzCash Card) Company Detail
11.20.2 Miles Software (ItzCash Card) Business Overview
11.20.3 Miles Software (ItzCash Card) Wealth Management Platform Introduction
11.20.4 Miles Software (ItzCash Card) Revenue in Wealth Management Platform Business (2018-2023)
11.20.5 Miles Software (ItzCash Card) Recent Development
11.21 InformaIS
11.21.1 InformaIS Company Detail
11.21.2 InformaIS Business Overview
11.21.3 InformaIS Wealth Management Platform Introduction
11.21.4 InformaIS Revenue in Wealth Management Platform Business (2018-2023)
11.21.5 InformaIS 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
SS&C Technologies Holdings
Fiserv
FIS
Broadridge
Temenos
Comarch
Noah Holdings Ltd
SEI Investments Company
Addepar
Refinitiv
Profile Software
InvestEdge
Finantix
SunGard
Objectway
Dorsum
Avaloq
RobustWealth (Principal Innovations)
HSBC China
Miles Software (ItzCash Card)
InformaIS
Ìý
Ìý
*If Applicable.
