The global Robo-Advisory Software market size was valued at US$ 4.56 billion in 2024 and is projected to reach US$ 12.34 billion by 2030, at a CAGR of 18.1% during the forecast period 2024-2030.

The United States Robo-Advisory Software market size was valued at US$ 1.67 billion in 2024 and is projected to reach US$ 4.23 billion by 2030, at a CAGR of 16.8% during the forecast period 2024-2030.

Automated investment management platforms using algorithms for portfolio management and financial advice.

The global market is experiencing rapid growth, driven by digital wealth management adoption. In 2023, total assets under management reached $980 billion, with retail investors accounting for 65% of demand. The institutional segment is growing at 19.2% annually. The market saw a 45% increase in demand for ESG investing features in 2023. B2C platforms dominate with a 70% market share, while B2B solutions are growing at 20% annually. North America leads with a 50% market share, while Asia Pacific is the fastest-growing region at 19.5% CAGR. The industry is focusing on developing personalized portfolio optimization, with a 55% growth in R&D investments.

Report Overview

Robo-advisory software automates the management of client portfolios for registered investment advisors (RIAs), financial brokers, and banks. These applications are designed to lower client acquisition and management costs for brokers, as well as increase the ease with which finance professionals can manage their client accounts, particularly ones with less investable assets. This report provides a deep insight into the global Robo-Advisory Software market covering all its essential aspects. This ranges from a macro overview of the market to micro details of the market size, competitive landscape, development trend, niche market, key market drivers and challenges, SWOT analysis, value chain analysis, etc. The analysis helps the reader to shape the competition within the industries and strategies for the competitive environment to enhance the potential profit. Furthermore, it provides a simple framework for evaluating and accessing the position of the business organization. The report structure also focuses on the competitive landscape of the Global Robo-Advisory Software Market, this report introduces in detail the market share, market performance, product situation, operation situation, etc. of the main players, which helps the readers in the industry to identify the main competitors and deeply understand the competition pattern of the market. In a word, this report is a must-read for industry players, investors, researchers, consultants, business strategists, and all those who have any kind of stake or are planning to foray into the Robo-Advisory Software market in any manner. Global Robo-Advisory Software Market: Market Segmentation Analysis The research report includes specific segments by region (country), manufacturers, Type, and Application. Market segmentation creates subsets of a market based on product type, end-user or application, Geographic, and other factors. By understanding the market segments, the decision-maker can leverage this targeting in the product, sales, and marketing strategies. Market segments can power your product development cycles by informing how you create product offerings for different segments.

Key Company

• Peak Sales
• Recruiting Robot
• FX Advisor
• Engine Bambu
• Empirica Invest
• Cloud Kaspersky Lab
• Invesco
• Motif
• nummularii
• Ohpen
• Oranj
• Pintec
• Scalable
• Simplewealth T
• echrules
• Vestmark
• Ways2Wealth
• WeAdvise AG

Market Segmentation (by Type)

• Cloud Based Web Based

Market Segmentation (by Application)

• Large Enterprises SMEs
• Geographic Segmentation

Table of content

Table of Contents
1 Research Methodology and Statistical Scope
1.1 Market Definition and Statistical Scope of Robo-Advisory Software
1.2 Key Market Segments
1.2.1 Robo-Advisory Software Segment by Type
1.2.2 Robo-Advisory Software Segment by Application
1.3 Methodology & Sources of Information
1.3.1 Research Methodology
1.3.2 Research Process
1.3.3 Market Breakdown and Data Triangulation
1.3.4 Base Year
1.3.5 Report Assumptions & Caveats
2 Robo-Advisory Software Market Overview
2.1 Global Market Overview
2.2 Market Segment Executive Summary
2.3 Global Market Size by Region
3 Robo-Advisory Software Market Competitive Landscape
3.1 Global Robo-Advisory Software Revenue Market Share by Company (2019-2024)
3.2 Robo-Advisory Software Market Share by Company Type (Tier 1, Tier 2, and Tier 3)
3.3 Company Robo-Advisory Software Market Size Sites, Area Served, Product Type
3.4 Robo-Advisory Software Market Competitive Situation and Trends
3.4.1 Robo-Advisory Software Market Concentration Rate
3.4.2 Global 5 and 10 Largest Robo-Advisory Software Players Market Share by Revenue
3.4.3 Mergers & Acquisitions, Expansion
4 Robo-Advisory Software Value Chain Analysis
4.1 Robo-Advisory Software Value Chain Analysis
4.2 Midstream Market Analysis
4.3 Downstream Customer Analysis
5 The Development and Dynamics of Robo-Advisory Software Market
5.1 Key Development Trends
5.2 Driving Factors
5.3 Market Challenges
5.4 Market Restraints
5.5 Industry News
5.5.1 Merger

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