Wealth Management Tool, also called Investment (portfolio) management software, is a type of tools to paper-free investment management activities.
The global Wealth Management Tools 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 Wealth Management Tools 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 Wealth Management Tools 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 Wealth Management Tools 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 Wealth Management Tools include BlackRock, Charles River, SS&C Technologies, Iress, Murex, SimCorp, Allvue Systems, Dynamo Software and Quicken, 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 Wealth Management Tools, 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 Tools.
Report Scope
The Wealth Management Tools 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 Wealth Management Tools 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 Tools 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
BlackRock
Charles River
SS&C Technologies
Iress
Murex
SimCorp
Allvue Systems
Dynamo Software
Quicken
Avantech Software
Finastra
Backstop
AlternativeSoft
Croesus
FINARTIS Group
Elysys
FA Solutions
Archer
Addepar
APEXSOFT
Bravura Solutions
Comarch
Avaloq
QPLIX
AdvisorEngine
Segment by Type
Cloud-based
On-premises
Segment by Application
Large Enterprises
SMEs
Personal Use
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 Wealth Management Tools companies鈥� 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.
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1 Report Overview
1.1 Study Scope
1.2 Market Analysis by Type
1.2.1 Global Wealth Management Tools 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 Wealth Management Tools Market Growth by Application: 2019 VS 2023 VS 2030
1.3.2 Large Enterprises
1.3.3 SMEs
1.3.4 Personal Use
1.4 Study Objectives
1.5 Years Considered
1.6 Years Considered
2 Global Growth Trends
2.1 Global Wealth Management Tools Market Perspective (2019-2030)
2.2 Wealth Management Tools Growth Trends by Region
2.2.1 Global Wealth Management Tools Market Size by Region: 2019 VS 2023 VS 2030
2.2.2 Wealth Management Tools Historic Market Size by Region (2019-2024)
2.2.3 Wealth Management Tools Forecasted Market Size by Region (2025-2030)
2.3 Wealth Management Tools Market Dynamics
2.3.1 Wealth Management Tools Industry Trends
2.3.2 Wealth Management Tools Market Drivers
2.3.3 Wealth Management Tools Market Challenges
2.3.4 Wealth Management Tools Market Restraints
3 Competition Landscape by Key Players
3.1 Global Top Wealth Management Tools Players by Revenue
3.1.1 Global Top Wealth Management Tools Players by Revenue (2019-2024)
3.1.2 Global Wealth Management Tools Revenue Market Share by Players (2019-2024)
3.2 Global Wealth Management Tools Market Share by Company Type (Tier 1, Tier 2, and Tier 3)
3.3 Players Covered: Ranking by Wealth Management Tools Revenue
3.4 Global Wealth Management Tools Market Concentration Ratio
3.4.1 Global Wealth Management Tools Market Concentration Ratio (CR5 and HHI)
3.4.2 Global Top 10 and Top 5 Companies by Wealth Management Tools Revenue in 2023
3.5 Wealth Management Tools Key Players Head office and Area Served
3.6 Key Players Wealth Management Tools Product Solution and Service
3.7 Date of Enter into Wealth Management Tools Market
3.8 Mergers & Acquisitions, Expansion Plans
4 Wealth Management Tools Breakdown Data by Type
4.1 Global Wealth Management Tools Historic Market Size by Type (2019-2024)
4.2 Global Wealth Management Tools Forecasted Market Size by Type (2025-2030)
5 Wealth Management Tools Breakdown Data by Application
5.1 Global Wealth Management Tools Historic Market Size by Application (2019-2024)
5.2 Global Wealth Management Tools Forecasted Market Size by Application (2025-2030)
6 North America
6.1 North America Wealth Management Tools Market Size (2019-2030)
6.2 North America Wealth Management Tools Market Growth Rate by Country: 2019 VS 2023 VS 2030
6.3 North America Wealth Management Tools Market Size by Country (2019-2024)
6.4 North America Wealth Management Tools Market Size by Country (2025-2030)
6.5 United States
6.6 Canada
7 Europe
7.1 Europe Wealth Management Tools Market Size (2019-2030)
7.2 Europe Wealth Management Tools Market Growth Rate by Country: 2019 VS 2023 VS 2030
7.3 Europe Wealth Management Tools Market Size by Country (2019-2024)
7.4 Europe Wealth Management Tools 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 Wealth Management Tools Market Size (2019-2030)
8.2 Asia-Pacific Wealth Management Tools Market Growth Rate by Region: 2019 VS 2023 VS 2030
8.3 Asia-Pacific Wealth Management Tools Market Size by Region (2019-2024)
8.4 Asia-Pacific Wealth Management Tools 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 Wealth Management Tools Market Size (2019-2030)
9.2 Latin America Wealth Management Tools Market Growth Rate by Country: 2019 VS 2023 VS 2030
9.3 Latin America Wealth Management Tools Market Size by Country (2019-2024)
9.4 Latin America Wealth Management Tools Market Size by Country (2025-2030)
9.5 Mexico
9.6 Brazil
10 Middle East & Africa
10.1 Middle East & Africa Wealth Management Tools Market Size (2019-2030)
10.2 Middle East & Africa Wealth Management Tools Market Growth Rate by Country: 2019 VS 2023 VS 2030
10.3 Middle East & Africa Wealth Management Tools Market Size by Country (2019-2024)
10.4 Middle East & Africa Wealth Management Tools Market Size by Country (2025-2030)
10.5 Turkey
10.6 Saudi Arabia
10.7 UAE
11 Key Players Profiles
11.1 BlackRock
11.1.1 BlackRock Company Detail
11.1.2 BlackRock Business Overview
11.1.3 BlackRock Wealth Management Tools Introduction
11.1.4 BlackRock Revenue in Wealth Management Tools Business (2019-2024)
11.1.5 BlackRock Recent Development
11.2 Charles River
11.2.1 Charles River Company Detail
11.2.2 Charles River Business Overview
11.2.3 Charles River Wealth Management Tools Introduction
11.2.4 Charles River Revenue in Wealth Management Tools Business (2019-2024)
11.2.5 Charles River Recent Development
11.3 SS&C Technologies
11.3.1 SS&C Technologies Company Detail
11.3.2 SS&C Technologies Business Overview
11.3.3 SS&C Technologies Wealth Management Tools Introduction
11.3.4 SS&C Technologies Revenue in Wealth Management Tools Business (2019-2024)
11.3.5 SS&C Technologies Recent Development
11.4 Iress
11.4.1 Iress Company Detail
11.4.2 Iress Business Overview
11.4.3 Iress Wealth Management Tools Introduction
11.4.4 Iress Revenue in Wealth Management Tools Business (2019-2024)
11.4.5 Iress Recent Development
11.5 Murex
11.5.1 Murex Company Detail
11.5.2 Murex Business Overview
11.5.3 Murex Wealth Management Tools Introduction
11.5.4 Murex Revenue in Wealth Management Tools Business (2019-2024)
11.5.5 Murex Recent Development
11.6 SimCorp
11.6.1 SimCorp Company Detail
11.6.2 SimCorp Business Overview
11.6.3 SimCorp Wealth Management Tools Introduction
11.6.4 SimCorp Revenue in Wealth Management Tools Business (2019-2024)
11.6.5 SimCorp Recent Development
11.7 Allvue Systems
11.7.1 Allvue Systems Company Detail
11.7.2 Allvue Systems Business Overview
11.7.3 Allvue Systems Wealth Management Tools Introduction
11.7.4 Allvue Systems Revenue in Wealth Management Tools Business (2019-2024)
11.7.5 Allvue Systems Recent Development
11.8 Dynamo Software
11.8.1 Dynamo Software Company Detail
11.8.2 Dynamo Software Business Overview
11.8.3 Dynamo Software Wealth Management Tools Introduction
11.8.4 Dynamo Software Revenue in Wealth Management Tools Business (2019-2024)
11.8.5 Dynamo Software Recent Development
11.9 Quicken
11.9.1 Quicken Company Detail
11.9.2 Quicken Business Overview
11.9.3 Quicken Wealth Management Tools Introduction
11.9.4 Quicken Revenue in Wealth Management Tools Business (2019-2024)
11.9.5 Quicken Recent Development
11.10 Avantech Software
11.10.1 Avantech Software Company Detail
11.10.2 Avantech Software Business Overview
11.10.3 Avantech Software Wealth Management Tools Introduction
11.10.4 Avantech Software Revenue in Wealth Management Tools Business (2019-2024)
11.10.5 Avantech Software Recent Development
11.11 Finastra
11.11.1 Finastra Company Detail
11.11.2 Finastra Business Overview
11.11.3 Finastra Wealth Management Tools Introduction
11.11.4 Finastra Revenue in Wealth Management Tools Business (2019-2024)
11.11.5 Finastra Recent Development
11.12 Backstop
11.12.1 Backstop Company Detail
11.12.2 Backstop Business Overview
11.12.3 Backstop Wealth Management Tools Introduction
11.12.4 Backstop Revenue in Wealth Management Tools Business (2019-2024)
11.12.5 Backstop Recent Development
11.13 AlternativeSoft
11.13.1 AlternativeSoft Company Detail
11.13.2 AlternativeSoft Business Overview
11.13.3 AlternativeSoft Wealth Management Tools Introduction
11.13.4 AlternativeSoft Revenue in Wealth Management Tools Business (2019-2024)
11.13.5 AlternativeSoft Recent Development
11.14 Croesus
11.14.1 Croesus Company Detail
11.14.2 Croesus Business Overview
11.14.3 Croesus Wealth Management Tools Introduction
11.14.4 Croesus Revenue in Wealth Management Tools Business (2019-2024)
11.14.5 Croesus Recent Development
11.15 FINARTIS Group
11.15.1 FINARTIS Group Company Detail
11.15.2 FINARTIS Group Business Overview
11.15.3 FINARTIS Group Wealth Management Tools Introduction
11.15.4 FINARTIS Group Revenue in Wealth Management Tools Business (2019-2024)
11.15.5 FINARTIS Group Recent Development
11.16 Elysys
11.16.1 Elysys Company Detail
11.16.2 Elysys Business Overview
11.16.3 Elysys Wealth Management Tools Introduction
11.16.4 Elysys Revenue in Wealth Management Tools Business (2019-2024)
11.16.5 Elysys Recent Development
11.17 FA Solutions
11.17.1 FA Solutions Company Detail
11.17.2 FA Solutions Business Overview
11.17.3 FA Solutions Wealth Management Tools Introduction
11.17.4 FA Solutions Revenue in Wealth Management Tools Business (2019-2024)
11.17.5 FA Solutions Recent Development
11.18 Archer
11.18.1 Archer Company Detail
11.18.2 Archer Business Overview
11.18.3 Archer Wealth Management Tools Introduction
11.18.4 Archer Revenue in Wealth Management Tools Business (2019-2024)
11.18.5 Archer Recent Development
11.19 Addepar
11.19.1 Addepar Company Detail
11.19.2 Addepar Business Overview
11.19.3 Addepar Wealth Management Tools Introduction
11.19.4 Addepar Revenue in Wealth Management Tools Business (2019-2024)
11.19.5 Addepar Recent Development
11.20 APEXSOFT
11.20.1 APEXSOFT Company Detail
11.20.2 APEXSOFT Business Overview
11.20.3 APEXSOFT Wealth Management Tools Introduction
11.20.4 APEXSOFT Revenue in Wealth Management Tools Business (2019-2024)
11.20.5 APEXSOFT Recent Development
11.21 Bravura Solutions
11.21.1 Bravura Solutions Company Detail
11.21.2 Bravura Solutions Business Overview
11.21.3 Bravura Solutions Wealth Management Tools Introduction
11.21.4 Bravura Solutions Revenue in Wealth Management Tools Business (2019-2024)
11.21.5 Bravura Solutions Recent Development
11.22 Comarch
11.22.1 Comarch Company Detail
11.22.2 Comarch Business Overview
11.22.3 Comarch Wealth Management Tools Introduction
11.22.4 Comarch Revenue in Wealth Management Tools Business (2019-2024)
11.22.5 Comarch Recent Development
11.23 Avaloq
11.23.1 Avaloq Company Detail
11.23.2 Avaloq Business Overview
11.23.3 Avaloq Wealth Management Tools Introduction
11.23.4 Avaloq Revenue in Wealth Management Tools Business (2019-2024)
11.23.5 Avaloq Recent Development
11.24 QPLIX
11.24.1 QPLIX Company Detail
11.24.2 QPLIX Business Overview
11.24.3 QPLIX Wealth Management Tools Introduction
11.24.4 QPLIX Revenue in Wealth Management Tools Business (2019-2024)
11.24.5 QPLIX Recent Development
11.25 AdvisorEngine
11.25.1 AdvisorEngine Company Detail
11.25.2 AdvisorEngine Business Overview
11.25.3 AdvisorEngine Wealth Management Tools Introduction
11.25.4 AdvisorEngine Revenue in Wealth Management Tools Business (2019-2024)
11.25.5 AdvisorEngine 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
BlackRock
Charles River
SS&C Technologies
Iress
Murex
SimCorp
Allvue Systems
Dynamo Software
Quicken
Avantech Software
Finastra
Backstop
AlternativeSoft
Croesus
FINARTIS Group
Elysys
FA Solutions
Archer
Addepar
APEXSOFT
Bravura Solutions
Comarch
Avaloq
QPLIX
AdvisorEngine
听
听
*If Applicable.
