The global demand for Robo Advisory Market is presumed to reach the market size of nearly USD 60.82 BN by 2030 from USD 7.06 BN in 2022 with a CAGR of 30.9% under the study period 2023 - 2030.
Robo advisory refers to a digital, automated, and algorithm-driven platform that provides financial advice and investment management services without the need for human intervention. These platforms use advanced algorithms and artificial intelligence to analyze financial data, assess risk tolerance, and create and manage investment portfolios for clients. These typically operate through online interfaces, making financial planning and investment management more accessible to a broader audience.
Cost efficiency serves as a key catalyst in the robo-advisory market, where these services deliver increased accessibility to professional investment management by providing lower fees. The emphasis on accessibility is a key factor as robo-advisors provide a convenient and digital-first approach to financial planning, attracting a diverse investor base. Technological advancements enhance the sophistication of robo advisory algorithms, enabling personalized and efficient portfolio management. Changing investor preferences, especially among millennials who value digital solutions, contribute to the market's growth. Customization options, educational resources, and the integration of environmental, social, and governance (ESG) criteria further enhance the appeal of robo-advisory platforms. Regulatory support and partnerships with traditional financial institutions create a conducive environment for innovation, positioning the robo advisory market as a transformative force in democratizing finance and reshaping investment practices.
The research report covers Porter’s Five Forces Model, Market Attractiveness Analysis, and Value Chain analysis. These tools help to get a clear picture of the industry’s structure and evaluate the competition attractiveness at a global level. Additionally, these tools also give an inclusive assessment of each segment in the global market of robo advisory. The growth and trends of robo advisory industry provide a holistic approach to this study.
This section of the robo advisory market report provides detailed data on the segments at country and regional level, thereby assisting the strategist in identifying the target demographics for the respective product or services with the upcoming opportunities.
By Type
By Provider
By Service Type
By End User
This section covers the regional outlook, which accentuates current and future demand for the Robo Advisory market across North America, Europe, Asia-Pacific, Latin America, and Middle East & Africa. Further, the report focuses on demand, estimation, and forecast for individual application segments across all the prominent regions.
The research report also covers the comprehensive profiles of the key players in the market and an in-depth view of the competitive landscape worldwide. The major players in the Robo Advisory market include Betterment, Fincite GmbH, Wealthfront Corporation, The Vanguard Group, Inc., Charles Schwab & Co. Inc., Ellevest, Ginmon Vermögensverwaltung GmbH, Wealthify Limited, Social Finance Inc., SigFig Wealth Management. This section consists of a holistic view of the competitive landscape that includes various strategic developments such as key mergers & acquisitions, future capacities, partnerships, financial overviews, collaborations, new product developments, new product launches, and other developments.
1 . PREFACE
1.1. Report Description
1.1.1. Objective
1.1.2. Target Audience
1.1.3. Unique Selling Proposition (USP) & offerings
1.2. Research Scope
1.3. Research Methodology
1.3.1. Market Research Process
1.3.2. Market Research Methodology
2 . EXECUTIVE SUMMARY
2.1. Highlights of Market
2.2. Global Market Snapshot
3 . ROBO ADVISORY – INDUSTRY ANALYSIS
3.1. Introduction - Market Dynamics
3.2. Market Drivers
3.3. Market Restraints
3.4. Opportunities
3.5. Industry Trends
3.6. Porter’s Five Force Analysis
3.7. Market Attractiveness Analysis
3.7.1 Market Attractiveness Analysis By Type
3.7.2 Market Attractiveness Analysis By Provider
3.7.3 Market Attractiveness Analysis By Service Type
3.7.4 Market Attractiveness Analysis By End User
3.7.5 Market Attractiveness Analysis By Region
4 . VALUE CHAIN ANALYSIS
4.1. Value Chain Analysis
4.2. Raw Material Analysis
4.2.1. List of Raw Materials
4.2.2. Raw Material Manufactures List
4.2.3. Price Trend of Key Raw Materials
4.3. List of Potential Buyers
4.4. Marketing Channel
4.4.1. Direct Marketing
4.4.2. Indirect Marketing
4.4.3. Marketing Channel Development Trend
5 . GLOBAL ROBO ADVISORY MARKET ANALYSIS BY TYPE
5.1 Overview by Type
5.2 Historical and Forecast Data
5.3 Analysis by Type
5.4 Pure Robo Advisors Historic and Forecast Sales by Regions
5.5 Hybrid Robo Advisors Historic and Forecast Sales by Regions
6 . GLOBAL ROBO ADVISORY MARKET ANALYSIS BY PROVIDER
6.1 Overview by Provider
6.2 Historical and Forecast Data
6.3 Analysis by Provider
6.4 Fintech Robo Advisors Historic and Forecast Sales by Regions
6.5 Banks Historic and Forecast Sales by Regions
6.6 Traditional Wealth Managers Historic and Forecast Sales by Regions
6.7 Others Historic ...