Global Robo-advisor Market 2023 by Company, Regions, Type and Application, Forecast to 2029

Global Robo-advisor Market 2023 by Company, Regions, Type and Application, Forecast to 2029

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Published Date: 04 Jan 2023

Category: Service & Software

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  • sp_icon1 sp_icon1_b Description
  • sp_icon2 sp_icon2_b Table of Contents
  • sp_icon3 sp_icon3_b Table of Figures
  • sp_icon4 sp_icon4_b Research Methodology
  • sp_icon1 sp_icon1_b Companies Mentioned
  • sp_icon1 sp_icon1_b Related Reports
  • sp_icon1 sp_icon1_b Product Tags
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Description

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.

According to our (Global Info Research) latest study, the global Robo-advisor market size was valued at USD million in 2022 and is forecast to a readjusted size of USD million by 2029 with a CAGR of % during review period. The influence of COVID-19 and the Russia-Ukraine War were considered while estimating market sizes.

This report is a detailed and comprehensive analysis for global Robo-advisor market. Both quantitative and qualitative analyses are presented by company, by region & country, by Type and by Application. As the market is constantly changing, this report explores the competition, supply and demand trends, as well as key factors that contribute to its changing demands across many markets. Company profiles and product examples of selected competitors, along with market share estimates of some of the selected leaders for the year 2023, are provided.

Key Features:
Global Robo-advisor market size and forecasts, in consumption value ($ Million), 2018-2029
Global Robo-advisor market size and forecasts by region and country, in consumption value ($ Million), 2018-2029
Global Robo-advisor market size and forecasts, by Type and by Application, in consumption value ($ Million), 2018-2029
Global Robo-advisor market shares of main players, in revenue ($ Million), 2018-2023
The Primary Objectives in This Report Are:
To determine the size of the total market opportunity of global and key countries
To assess the growth potential for Robo-advisor
To forecast future growth in each product and end-use market
To assess competitive factors affecting the marketplace
This report profiles key players in the global Robo-advisor market based on the following parameters - company overview, production, value, price, gross margin, product portfolio, geographical presence, and key developments. Key companies covered as a part of this study include Betterment, FutureAdvisor, Personal Capital, Vanguard Personal Advisor and Wealthfront, etc.

This report also provides key insights about market drivers, restraints, opportunities, new product launches or approvals, COVID-19 and Russia-Ukraine War Influence.

Market segmentation
Robo-advisor market is split by Type and by Application. For the period 2018-2029, the growth among segments provide accurate calculations and forecasts for consumption value by Type and by Application. This analysis can help you expand your business by targeting qualified niche markets.

Market segment by Type
Free
Charge

Market segment by Application
Healthcare
Retail
Education
Others

Market segment by players, this report covers
Betterment
FutureAdvisor
Personal Capital
Vanguard Personal Advisor
Wealthfront
WiseBanyan
SigFig Wealth Management
Schwab Intelligent Portfolios
SoFi Wealth
Wealthsimple
Ellevest

Market segment by regions, regional analysis covers
North America (United States, Canada, and Mexico)
Europe (Germany, France, UK, Russia, Italy, and Rest of Europe)
Asia-Pacific (China, Japan, South Korea, India, Southeast Asia, Australia and Rest of Asia-Pacific)
South America (Brazil, Argentina and Rest of South America)
Middle East & Africa (Turkey, Saudi Arabia, UAE, Rest of Middle East & Africa)

The content of the study subjects, includes a total of 13 chapters:
Chapter 1, to describe Robo-advisor product scope, market overview, market estimation caveats and base year.
Chapter 2, to profile the top players of Robo-advisor, with revenue, gross margin and global market share of Robo-advisor from 2018 to 2023.
Chapter 3, the Robo-advisor competitive situation, revenue and global market share of top players are analyzed emphatically by landscape contrast.
Chapter 4 and 5, to segment the market size by Type and application, with consumption value and growth rate by Type, application, from 2018 to 2029.
Chapter 6, 7, 8, 9, and 10, to break the market size data at the country level, with revenue and market share for key countries in the world, from 2018 to 2023.and Robo-advisor market forecast, by regions, type and application, with consumption value, from 2024 to 2029.
Chapter 11, market dynamics, drivers, restraints, trends, Porters Five Forces analysis, and Influence of COVID-19 and Russia-Ukraine War
Chapter 12, the key raw materials and key suppliers, and industry chain of Robo-advisor.
Chapter 13, to describe Robo-advisor research findings and conclusion.
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Table of Contents

1 Market Overview
1.1 Product Overview and Scope of Robo-advisor
1.2 Market Estimation Caveats and Base Year
1.3 Classification of Robo-advisor by Type
1.3.1 Overview: Global Robo-advisor Market Size by Type: 2018 Versus 2022 Versus 2029
1.3.2 Global Robo-advisor Consumption Value Market Share by Type in 2022
1.3.3 Free
1.3.4 Charge
1.4 Global Robo-advisor Market by Application
1.4.1 Overview: Global Robo-advisor Market Size by Application: 2018 Versus 2022 Versus 2029
1.4.2 Healthcare
1.4.3 Retail
1.4.4 Education
1.4.5 Others
1.5 Global Robo-advisor Market Size & Forecast
1.6 Global Robo-advisor Market Size and Forecast by Region
1.6.1 Global Robo-advisor Market Size by Region: 2018 VS 2022 VS 2029
1.6.2 Global Robo-advisor Market Size by Region, (2018-2029)
1.6.3 North America Robo-advisor Market Size and Prospect (2018-2029)
1.6.4 Europe Robo-advisor Market Size and Prospect (2018-2029)
1.6.5 Asia-Pacific Robo-advisor Market Size and Prospect (2018-2029)
1.6.6 South America Robo-advisor Market Size and Prospect (2018-2029)
1.6.7 Middle East and Africa Robo-advisor Market Size and Prospect (2018-2029)

2 Company Profiles
2.1 Betterment
2.1.1 Betterment Details
2.1.2 Betterment Major Business
2.1.3 Betterment Robo-advisor Product and Solutions
2.1.4 Betterment Robo-advisor Revenue, Gross Margin and Market Share (2018-2023)
2.1.5 Betterment Recent Developments and Future Plans
2.2 FutureAdvisor
2.2.1 FutureAdvisor Details
2.2.2 FutureAdvisor Major Business
2.2.3 FutureAdvisor Robo-advisor Product and Solutions
2.2.4 FutureAdvisor Robo-advisor Revenue, Gross Margin and Market Share (2018-2023)
2.2.5 FutureAdvisor Recent Developments and Future Plans
2.3 Personal Capital
2.3.1 Personal Capital Details
2.3.2 Personal Capital Major Business
2.3.3 Personal Capital Robo-advisor Product and Solutions
2.3.4 Personal Capital Robo-advisor Revenue, Gross Margin and Market Share (2018-2023)
2.3.5 Personal Capital Recent Developments and Future Plans
2.4 Vanguard Personal Advisor
2.4.1 Vanguard Personal Advisor Details
2.4.2 Vanguard Personal Advisor Major Business
2.4.3 Vanguard Personal Advisor Robo-advisor Product and Solutions
2.4.4 Vanguard Personal Advisor Robo-advisor Revenue, Gross Margin and Market Share (2018-2023)
2.4.5 Vanguard Personal Advisor Recent Developments and Future Plans
2.5 Wealthfront
2.5.1 Wealthfront Details
2.5.2 Wealthfront Major Business
2.5.3 Wealthfront Robo-advisor Product and Solutions
2.5.4 Wealthfront Robo-advisor Revenue, Gross Margin and Market Share (2018-2023)
2.5.5 Wealthfront Recent Developments and Future Plans
2.6 WiseBanyan
2.6.1 WiseBanyan Details
2.6.2 WiseBanyan Major Business
2.6.3 WiseBanyan Robo-advisor Product and Solutions
2.6.4 WiseBanyan Robo-advisor Revenue, Gross Margin and Market Share (2018-2023)
2.6.5 WiseBanyan Recent Developments and Future Plans
2.7 SigFig Wealth Management
2.7.1 SigFig Wealth Management Details
2.7.2 SigFig Wealth Management Major Business
2.7.3 SigFig Wealth Management Robo-advisor Product and Solutions
2.7.4 SigFig Wealth Management Robo-advisor Revenue, Gross Margin and Market Share (2018-2023)
2.7.5 SigFig Wealth Management Recent Developments and Future Plans
2.8 Schwab Intelligent Portfolios
2.8.1 Schwab Intelligent Portfolios Details
2.8.2 Schwab Intelligent Portfolios Major Business
2.8.3 Schwab Intelligent Portfolios Robo-advisor Product and Solutions
2.8.4 Schwab Intelligent Portfolios Robo-advisor Revenue, Gross Margin and Market Share (2018-2023)
2.8.5 Schwab Intelligent Portfolios Recent Developments and Future Plans
2.9 SoFi Wealth
2.9.1 SoFi Wealth Details
2.9.2 SoFi Wealth Major Business
2.9.3 SoFi Wealth Robo-advisor Product and Solutions
2.9.4 SoFi Wealth Robo-advisor Revenue, Gross Margin and Market Share (2018-2023)
2.9.5 SoFi Wealth Recent Developments and Future Plans
2.10 Wealthsimple
2.10.1 Wealthsimple Details
2.10.2 Wealthsimple Major Business
2.10.3 Wealthsimple Robo-advisor Product and Solutions
2.10.4 Wealthsimple Robo-advisor Revenue, Gross Margin and Market Share (2018-2023)
2.10.5 Wealthsimple Recent Developments and Future Plans
2.11 Ellevest
2.11.1 Ellevest Details
2.11.2 Ellevest Major Business
2.11.3 Ellevest Robo-advisor Product and Solutions
2.11.4 Ellevest Robo-advisor Revenue, Gross Margin and Market Share (2018-2023)
2.11.5 Ellevest Recent Developments and Future Plans

3 Market Competition, by Players
3.1 Global Robo-advisor Revenue and Share by Players (2018-2023)
3.2 Market Share Analysis (2022)
3.2.1 Market Share of Robo-advisor by Company Revenue
3.2.2 Top 3 Robo-advisor Players Market Share in 2022
3.2.3 Top 6 Robo-advisor Players Market Share in 2022
3.3 Robo-advisor Market: Overall Company Footprint Analysis
3.3.1 Robo-advisor Market: Region Footprint
3.3.2 Robo-advisor Market: Company Product Type Footprint
3.3.3 Robo-advisor Market: Company Product Application Footprint
3.4 New Market Entrants and Barriers to Market Entry
3.5 Mergers, Acquisition, Agreements, and Collaborations

4 Market Size Segment by Type
4.1 Global Robo-advisor Consumption Value and Market Share by Type (2018-2023)
4.2 Global Robo-advisor Market Forecast by Type (2024-2029)

5 Market Size Segment by Application
5.1 Global Robo-advisor Consumption Value Market Share by Application (2018-2023)
5.2 Global Robo-advisor Market Forecast by Application (2024-2029)

6 North America
6.1 North America Robo-advisor Consumption Value by Type (2018-2029)
6.2 North America Robo-advisor Consumption Value by Application (2018-2029)
6.3 North America Robo-advisor Market Size by Country
6.3.1 North America Robo-advisor Consumption Value by Country (2018-2029)
6.3.2 United States Robo-advisor Market Size and Forecast (2018-2029)
6.3.3 Canada Robo-advisor Market Size and Forecast (2018-2029)
6.3.4 Mexico Robo-advisor Market Size and Forecast (2018-2029)

7 Europe
7.1 Europe Robo-advisor Consumption Value by Type (2018-2029)
7.2 Europe Robo-advisor Consumption Value by Application (2018-2029)
7.3 Europe Robo-advisor Market Size by Country
7.3.1 Europe Robo-advisor Consumption Value by Country (2018-2029)
7.3.2 Germany Robo-advisor Market Size and Forecast (2018-2029)
7.3.3 France Robo-advisor Market Size and Forecast (2018-2029)
7.3.4 United Kingdom Robo-advisor Market Size and Forecast (2018-2029)
7.3.5 Russia Robo-advisor Market Size and Forecast (2018-2029)
7.3.6 Italy Robo-advisor Market Size and Forecast (2018-2029)

8 Asia-Pacific
8.1 Asia-Pacific Robo-advisor Consumption Value by Type (2018-2029)
8.2 Asia-Pacific Robo-advisor Consumption Value by Application (2018-2029)
8.3 Asia-Pacific Robo-advisor Market Size by Region
8.3.1 Asia-Pacific Robo-advisor Consumption Value by Region (2018-2029)
8.3.2 China Robo-advisor Market Size and Forecast (2018-2029)
8.3.3 Japan Robo-advisor Market Size and Forecast (2018-2029)
8.3.4 South Korea Robo-advisor Market Size and Forecast (2018-2029)
8.3.5 India Robo-advisor Market Size and Forecast (2018-2029)
8.3.6 Southeast Asia Robo-advisor Market Size and Forecast (2018-2029)
8.3.7 Australia Robo-advisor Market Size and Forecast (2018-2029)

9 South America
9.1 South America Robo-advisor Consumption Value by Type (2018-2029)
9.2 South America Robo-advisor Consumption Value by Application (2018-2029)
9.3 South America Robo-advisor Market Size by Country
9.3.1 South America Robo-advisor Consumption Value by Country (2018-2029)
9.3.2 Brazil Robo-advisor Market Size and Forecast (2018-2029)
9.3.3 Argentina Robo-advisor Market Size and Forecast (2018-2029)

10 Middle East & Africa
10.1 Middle East & Africa Robo-advisor Consumption Value by Type (2018-2029)
10.2 Middle East & Africa Robo-advisor Consumption Value by Application (2018-2029)
10.3 Middle East & Africa Robo-advisor Market Size by Country
10.3.1 Middle East & Africa Robo-advisor Consumption Value by Country (2018-2029)
10.3.2 Turkey Robo-advisor Market Size and Forecast (2018-2029)
10.3.3 Saudi Arabia Robo-advisor Market Size and Forecast (2018-2029)
10.3.4 UAE Robo-advisor Market Size and Forecast (2018-2029)

11 Market Dynamics
11.1 Robo-advisor Market Drivers
11.2 Robo-advisor Market Restraints
11.3 Robo-advisor Trends Analysis
11.4 Porters Five Forces Analysis
11.4.1 Threat of New Entrants
11.4.2 Bargaining Power of Suppliers
11.4.3 Bargaining Power of Buyers
11.4.4 Threat of Substitutes
11.4.5 Competitive Rivalry
11.5 Influence of COVID-19 and Russia-Ukraine War
11.5.1 Influence of COVID-19
11.5.2 Influence of Russia-Ukraine War

12 Industry Chain Analysis
12.1 Robo-advisor Industry Chain
12.2 Robo-advisor Upstream Analysis
12.3 Robo-advisor Midstream Analysis
12.4 Robo-advisor Downstream Analysis

13 Research Findings and Conclusion

14 Appendix
14.1 Methodology
14.2 Research Process and Data Source
14.3 Disclaimer
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Table of Figures

List of Tables
Table 1. Global Robo-advisor Consumption Value by Type, (USD Million), 2018 & 2022 & 2029
Table 2. Global Robo-advisor Consumption Value by Application, (USD Million), 2018 & 2022 & 2029
Table 3. Global Robo-advisor Consumption Value by Region (2018-2023) & (USD Million)
Table 4. Global Robo-advisor Consumption Value by Region (2024-2029) & (USD Million)
Table 5. Betterment Company Information, Head Office, and Major Competitors
Table 6. Betterment Major Business
Table 7. Betterment Robo-advisor Product and Solutions
Table 8. Betterment Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2018-2023)
Table 9. Betterment Recent Developments and Future Plans
Table 10. FutureAdvisor Company Information, Head Office, and Major Competitors
Table 11. FutureAdvisor Major Business
Table 12. FutureAdvisor Robo-advisor Product and Solutions
Table 13. FutureAdvisor Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2018-2023)
Table 14. FutureAdvisor Recent Developments and Future Plans
Table 15. Personal Capital Company Information, Head Office, and Major Competitors
Table 16. Personal Capital Major Business
Table 17. Personal Capital Robo-advisor Product and Solutions
Table 18. Personal Capital Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2018-2023)
Table 19. Personal Capital Recent Developments and Future Plans
Table 20. Vanguard Personal Advisor Company Information, Head Office, and Major Competitors
Table 21. Vanguard Personal Advisor Major Business
Table 22. Vanguard Personal Advisor Robo-advisor Product and Solutions
Table 23. Vanguard Personal Advisor Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2018-2023)
Table 24. Vanguard Personal Advisor Recent Developments and Future Plans
Table 25. Wealthfront Company Information, Head Office, and Major Competitors
Table 26. Wealthfront Major Business
Table 27. Wealthfront Robo-advisor Product and Solutions
Table 28. Wealthfront Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2018-2023)
Table 29. Wealthfront Recent Developments and Future Plans
Table 30. WiseBanyan Company Information, Head Office, and Major Competitors
Table 31. WiseBanyan Major Business
Table 32. WiseBanyan Robo-advisor Product and Solutions
Table 33. WiseBanyan Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2018-2023)
Table 34. WiseBanyan Recent Developments and Future Plans
Table 35. SigFig Wealth Management Company Information, Head Office, and Major Competitors
Table 36. SigFig Wealth Management Major Business
Table 37. SigFig Wealth Management Robo-advisor Product and Solutions
Table 38. SigFig Wealth Management Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2018-2023)
Table 39. SigFig Wealth Management Recent Developments and Future Plans
Table 40. Schwab Intelligent Portfolios Company Information, Head Office, and Major Competitors
Table 41. Schwab Intelligent Portfolios Major Business
Table 42. Schwab Intelligent Portfolios Robo-advisor Product and Solutions
Table 43. Schwab Intelligent Portfolios Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2018-2023)
Table 44. Schwab Intelligent Portfolios Recent Developments and Future Plans
Table 45. SoFi Wealth Company Information, Head Office, and Major Competitors
Table 46. SoFi Wealth Major Business
Table 47. SoFi Wealth Robo-advisor Product and Solutions
Table 48. SoFi Wealth Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2018-2023)
Table 49. SoFi Wealth Recent Developments and Future Plans
Table 50. Wealthsimple Company Information, Head Office, and Major Competitors
Table 51. Wealthsimple Major Business
Table 52. Wealthsimple Robo-advisor Product and Solutions
Table 53. Wealthsimple Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2018-2023)
Table 54. Wealthsimple Recent Developments and Future Plans
Table 55. Ellevest Company Information, Head Office, and Major Competitors
Table 56. Ellevest Major Business
Table 57. Ellevest Robo-advisor Product and Solutions
Table 58. Ellevest Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2018-2023)
Table 59. Ellevest Recent Developments and Future Plans
Table 60. Global Robo-advisor Revenue (USD Million) by Players (2018-2023)
Table 61. Global Robo-advisor Revenue Share by Players (2018-2023)
Table 62. Breakdown of Robo-advisor by Company Type (Tier 1, Tier 2, and Tier 3)
Table 63. Market Position of Players in Robo-advisor, (Tier 1, Tier 2, and Tier 3), Based on Revenue in 2022
Table 64. Head Office of Key Robo-advisor Players
Table 65. Robo-advisor Market: Company Product Type Footprint
Table 66. Robo-advisor Market: Company Product Application Footprint
Table 67. Robo-advisor New Market Entrants and Barriers to Market Entry
Table 68. Robo-advisor Mergers, Acquisition, Agreements, and Collaborations
Table 69. Global Robo-advisor Consumption Value (USD Million) by Type (2018-2023)
Table 70. Global Robo-advisor Consumption Value Share by Type (2018-2023)
Table 71. Global Robo-advisor Consumption Value Forecast by Type (2024-2029)
Table 72. Global Robo-advisor Consumption Value by Application (2018-2023)
Table 73. Global Robo-advisor Consumption Value Forecast by Application (2024-2029)
Table 74. North America Robo-advisor Consumption Value by Type (2018-2023) & (USD Million)
Table 75. North America Robo-advisor Consumption Value by Type (2024-2029) & (USD Million)
Table 76. North America Robo-advisor Consumption Value by Application (2018-2023) & (USD Million)
Table 77. North America Robo-advisor Consumption Value by Application (2024-2029) & (USD Million)
Table 78. North America Robo-advisor Consumption Value by Country (2018-2023) & (USD Million)
Table 79. North America Robo-advisor Consumption Value by Country (2024-2029) & (USD Million)
Table 80. Europe Robo-advisor Consumption Value by Type (2018-2023) & (USD Million)
Table 81. Europe Robo-advisor Consumption Value by Type (2024-2029) & (USD Million)
Table 82. Europe Robo-advisor Consumption Value by Application (2018-2023) & (USD Million)
Table 83. Europe Robo-advisor Consumption Value by Application (2024-2029) & (USD Million)
Table 84. Europe Robo-advisor Consumption Value by Country (2018-2023) & (USD Million)
Table 85. Europe Robo-advisor Consumption Value by Country (2024-2029) & (USD Million)
Table 86. Asia-Pacific Robo-advisor Consumption Value by Type (2018-2023) & (USD Million)
Table 87. Asia-Pacific Robo-advisor Consumption Value by Type (2024-2029) & (USD Million)
Table 88. Asia-Pacific Robo-advisor Consumption Value by Application (2018-2023) & (USD Million)
Table 89. Asia-Pacific Robo-advisor Consumption Value by Application (2024-2029) & (USD Million)
Table 90. Asia-Pacific Robo-advisor Consumption Value by Region (2018-2023) & (USD Million)
Table 91. Asia-Pacific Robo-advisor Consumption Value by Region (2024-2029) & (USD Million)
Table 92. South America Robo-advisor Consumption Value by Type (2018-2023) & (USD Million)
Table 93. South America Robo-advisor Consumption Value by Type (2024-2029) & (USD Million)
Table 94. South America Robo-advisor Consumption Value by Application (2018-2023) & (USD Million)
Table 95. South America Robo-advisor Consumption Value by Application (2024-2029) & (USD Million)
Table 96. South America Robo-advisor Consumption Value by Country (2018-2023) & (USD Million)
Table 97. South America Robo-advisor Consumption Value by Country (2024-2029) & (USD Million)
Table 98. Middle East & Africa Robo-advisor Consumption Value by Type (2018-2023) & (USD Million)
Table 99. Middle East & Africa Robo-advisor Consumption Value by Type (2024-2029) & (USD Million)
Table 100. Middle East & Africa Robo-advisor Consumption Value by Application (2018-2023) & (USD Million)
Table 101. Middle East & Africa Robo-advisor Consumption Value by Application (2024-2029) & (USD Million)
Table 102. Middle East & Africa Robo-advisor Consumption Value by Country (2018-2023) & (USD Million)
Table 103. Middle East & Africa Robo-advisor Consumption Value by Country (2024-2029) & (USD Million)
Table 104. Robo-advisor Raw Material
Table 105. Key Suppliers of Robo-advisor Raw Materials
List of Figures
Figure 1. Robo-advisor Picture
Figure 2. Global Robo-advisor Consumption Value by Type, (USD Million), 2018 & 2022 & 2029
Figure 3. Global Robo-advisor Consumption Value Market Share by Type in 2022
Figure 4. Free
Figure 5. Charge
Figure 6. Global Robo-advisor Consumption Value by Type, (USD Million), 2018 & 2022 & 2029
Figure 7. Robo-advisor Consumption Value Market Share by Application in 2022
Figure 8. Healthcare Picture
Figure 9. Retail Picture
Figure 10. Education Picture
Figure 11. Others Picture
Figure 12. Global Robo-advisor Consumption Value, (USD Million): 2018 & 2022 & 2029
Figure 13. Global Robo-advisor Consumption Value and Forecast (2018-2029) & (USD Million)
Figure 14. Global Market Robo-advisor Consumption Value (USD Million) Comparison by Region (2018 & 2022 & 2029)
Figure 15. Global Robo-advisor Consumption Value Market Share by Region (2018-2029)
Figure 16. Global Robo-advisor Consumption Value Market Share by Region in 2022
Figure 17. North America Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 18. Europe Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 19. Asia-Pacific Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 20. South America Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 21. Middle East and Africa Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 22. Global Robo-advisor Revenue Share by Players in 2022
Figure 23. Robo-advisor Market Share by Company Type (Tier 1, Tier 2 and Tier 3) in 2022
Figure 24. Global Top 3 Players Robo-advisor Market Share in 2022
Figure 25. Global Top 6 Players Robo-advisor Market Share in 2022
Figure 26. Global Robo-advisor Consumption Value Share by Type (2018-2023)
Figure 27. Global Robo-advisor Market Share Forecast by Type (2024-2029)
Figure 28. Global Robo-advisor Consumption Value Share by Application (2018-2023)
Figure 29. Global Robo-advisor Market Share Forecast by Application (2024-2029)
Figure 30. North America Robo-advisor Consumption Value Market Share by Type (2018-2029)
Figure 31. North America Robo-advisor Consumption Value Market Share by Application (2018-2029)
Figure 32. North America Robo-advisor Consumption Value Market Share by Country (2018-2029)
Figure 33. United States Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 34. Canada Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 35. Mexico Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 36. Europe Robo-advisor Consumption Value Market Share by Type (2018-2029)
Figure 37. Europe Robo-advisor Consumption Value Market Share by Application (2018-2029)
Figure 38. Europe Robo-advisor Consumption Value Market Share by Country (2018-2029)
Figure 39. Germany Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 40. France Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 41. United Kingdom Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 42. Russia Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 43. Italy Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 44. Asia-Pacific Robo-advisor Consumption Value Market Share by Type (2018-2029)
Figure 45. Asia-Pacific Robo-advisor Consumption Value Market Share by Application (2018-2029)
Figure 46. Asia-Pacific Robo-advisor Consumption Value Market Share by Region (2018-2029)
Figure 47. China Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 48. Japan Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 49. South Korea Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 50. India Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 51. Southeast Asia Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 52. Australia Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 53. South America Robo-advisor Consumption Value Market Share by Type (2018-2029)
Figure 54. South America Robo-advisor Consumption Value Market Share by Application (2018-2029)
Figure 55. South America Robo-advisor Consumption Value Market Share by Country (2018-2029)
Figure 56. Brazil Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 57. Argentina Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 58. Middle East and Africa Robo-advisor Consumption Value Market Share by Type (2018-2029)
Figure 59. Middle East and Africa Robo-advisor Consumption Value Market Share by Application (2018-2029)
Figure 60. Middle East and Africa Robo-advisor Consumption Value Market Share by Country (2018-2029)
Figure 61. Turkey Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 62. Saudi Arabia Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 63. UAE Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 64. Robo-advisor Market Drivers
Figure 65. Robo-advisor Market Restraints
Figure 66. Robo-advisor Market Trends
Figure 67. Porters Five Forces Analysis
Figure 68. Manufacturing Cost Structure Analysis of Robo-advisor in 2022
Figure 69. Manufacturing Process Analysis of Robo-advisor
Figure 70. Robo-advisor Industrial Chain
Figure 71. Methodology
Figure 72. Research Process and Data Source
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Research Methodology

Client Requirements

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Review and analyze client requirements

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Discussion of all the project requirements and queries

Flexibility Check

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Project Feasibility Analysis

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Finalizing tentative research programme

yuan2

Structuring project proposal with scope, timeline, and costs

Analyzing Market Dynamics

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Determination of key drivers, restraints, challenge, and opportunity

yuan2

Identifies market needs and trends

Market Size Estimation & Forecast

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Estimation of historical data based on secondary and primary data

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Anticipating market recast by assigning weightage to market forces (drivers, restraints, opportunities)

yuan2

Freezing historical and forecast market size estimations based on evolution, trends, outlook, and strategies

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Consideration of geography, region-specific product/service demand for region segments

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Consideration of product utilization rates, product demand outlook for segments by application or end-user.

tuBiao1

Data Source

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Secondary Source
Data collections from annual reports, presentations,associations, journals, analyst reports, paid database, press releases, blogs, newsletters,and GIR repositories.

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Primary Source
Research discussion with manufacturers, distributors, suppliers, end user, industry experts to verify insights.

Validation and
triangulation of
secondary and primary source.

yuan2

Collection of data

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Cumulating and collating the essential qualitative and quantitative data

yuan2

Generation of report in client requested format by research analysts

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Reviews by expert analysts

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Final quality check

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Clarifying queries

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Receiving feedback

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Ensuring satisfaction

  • yuan01
    liuCheng01

    01 Identification of data

    This step involves identification of several primary and secondary data research sources, including Global Info Research's internal data sources. The primary sources consist of in-depth discussions and interviews with policy makers, industry experts, and data evaluators, whereas secondary sources include a thorough study of market journals, press releases, annual reports, and government and non-government agencies websites.

  • yuan01
    liuCheng01

    02 Evaluation of Market Dynamic

    This phase includes a detailed evaluation of several factors that are likely to affect the market dynamics. It involves a comprehensive assessment of major market pain points, drivers, and trends. It also comprises a detailed study of research plans and methodology.

  • yuan01
    liuCheng01

    03 Collection of Data

    This process consists of gathering data, accessing proprietary databases, and reaching out to key industry participants that operate in the market across the value chain. It also involves studying several patterns in the historical data and comparing it with the current scenario.

  • yuan01
    liuCheng01

    04 Collaboration of Data

    This stage involves the validation of data and arrival at actual statistics, and evolution of the market over the years. It entails the study and analyzes various segments and verticals of the market. An impact analysis is also performed to observe which factors will affect the market in the next few years.

  • yuan01
    liuCheng01

    05 Verification and Analysis

    This is the final stage, which involves both quantity and quality checks. Although the process of data verification is an integral part of the research process, all data points and statistics and figures are re-checked to uphold their authenticity and validity.

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Companies Mentioned

Betterment
FutureAdvisor
Personal Capital
Vanguard Personal Advisor
Wealthfront
WiseBanyan
SigFig Wealth Management
Schwab Intelligent Portfolios
SoFi Wealth
Wealthsimple
Ellevest
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Global Robo-advisor Market 2023 by Company, Regions, Type and Application, Forecast to 2029

Global Robo-advisor Market 2023 by Company, Regions, Type and Application, Forecast to 2029

Page: 101

Published Date: 04 Jan 2023

Category: Service & Software

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Description

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Description

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.

According to our (Global Info Research) latest study, the global Robo-advisor market size was valued at USD million in 2022 and is forecast to a readjusted size of USD million by 2029 with a CAGR of % during review period. The influence of COVID-19 and the Russia-Ukraine War were considered while estimating market sizes.

This report is a detailed and comprehensive analysis for global Robo-advisor market. Both quantitative and qualitative analyses are presented by company, by region & country, by Type and by Application. As the market is constantly changing, this report explores the competition, supply and demand trends, as well as key factors that contribute to its changing demands across many markets. Company profiles and product examples of selected competitors, along with market share estimates of some of the selected leaders for the year 2023, are provided.

Key Features:
Global Robo-advisor market size and forecasts, in consumption value ($ Million), 2018-2029
Global Robo-advisor market size and forecasts by region and country, in consumption value ($ Million), 2018-2029
Global Robo-advisor market size and forecasts, by Type and by Application, in consumption value ($ Million), 2018-2029
Global Robo-advisor market shares of main players, in revenue ($ Million), 2018-2023
The Primary Objectives in This Report Are:
To determine the size of the total market opportunity of global and key countries
To assess the growth potential for Robo-advisor
To forecast future growth in each product and end-use market
To assess competitive factors affecting the marketplace
This report profiles key players in the global Robo-advisor market based on the following parameters - company overview, production, value, price, gross margin, product portfolio, geographical presence, and key developments. Key companies covered as a part of this study include Betterment, FutureAdvisor, Personal Capital, Vanguard Personal Advisor and Wealthfront, etc.

This report also provides key insights about market drivers, restraints, opportunities, new product launches or approvals, COVID-19 and Russia-Ukraine War Influence.

Market segmentation
Robo-advisor market is split by Type and by Application. For the period 2018-2029, the growth among segments provide accurate calculations and forecasts for consumption value by Type and by Application. This analysis can help you expand your business by targeting qualified niche markets.

Market segment by Type
Free
Charge

Market segment by Application
Healthcare
Retail
Education
Others

Market segment by players, this report covers
Betterment
FutureAdvisor
Personal Capital
Vanguard Personal Advisor
Wealthfront
WiseBanyan
SigFig Wealth Management
Schwab Intelligent Portfolios
SoFi Wealth
Wealthsimple
Ellevest

Market segment by regions, regional analysis covers
North America (United States, Canada, and Mexico)
Europe (Germany, France, UK, Russia, Italy, and Rest of Europe)
Asia-Pacific (China, Japan, South Korea, India, Southeast Asia, Australia and Rest of Asia-Pacific)
South America (Brazil, Argentina and Rest of South America)
Middle East & Africa (Turkey, Saudi Arabia, UAE, Rest of Middle East & Africa)

The content of the study subjects, includes a total of 13 chapters:
Chapter 1, to describe Robo-advisor product scope, market overview, market estimation caveats and base year.
Chapter 2, to profile the top players of Robo-advisor, with revenue, gross margin and global market share of Robo-advisor from 2018 to 2023.
Chapter 3, the Robo-advisor competitive situation, revenue and global market share of top players are analyzed emphatically by landscape contrast.
Chapter 4 and 5, to segment the market size by Type and application, with consumption value and growth rate by Type, application, from 2018 to 2029.
Chapter 6, 7, 8, 9, and 10, to break the market size data at the country level, with revenue and market share for key countries in the world, from 2018 to 2023.and Robo-advisor market forecast, by regions, type and application, with consumption value, from 2024 to 2029.
Chapter 11, market dynamics, drivers, restraints, trends, Porters Five Forces analysis, and Influence of COVID-19 and Russia-Ukraine War
Chapter 12, the key raw materials and key suppliers, and industry chain of Robo-advisor.
Chapter 13, to describe Robo-advisor research findings and conclusion.
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Table of Contents

1 Market Overview
1.1 Product Overview and Scope of Robo-advisor
1.2 Market Estimation Caveats and Base Year
1.3 Classification of Robo-advisor by Type
1.3.1 Overview: Global Robo-advisor Market Size by Type: 2018 Versus 2022 Versus 2029
1.3.2 Global Robo-advisor Consumption Value Market Share by Type in 2022
1.3.3 Free
1.3.4 Charge
1.4 Global Robo-advisor Market by Application
1.4.1 Overview: Global Robo-advisor Market Size by Application: 2018 Versus 2022 Versus 2029
1.4.2 Healthcare
1.4.3 Retail
1.4.4 Education
1.4.5 Others
1.5 Global Robo-advisor Market Size & Forecast
1.6 Global Robo-advisor Market Size and Forecast by Region
1.6.1 Global Robo-advisor Market Size by Region: 2018 VS 2022 VS 2029
1.6.2 Global Robo-advisor Market Size by Region, (2018-2029)
1.6.3 North America Robo-advisor Market Size and Prospect (2018-2029)
1.6.4 Europe Robo-advisor Market Size and Prospect (2018-2029)
1.6.5 Asia-Pacific Robo-advisor Market Size and Prospect (2018-2029)
1.6.6 South America Robo-advisor Market Size and Prospect (2018-2029)
1.6.7 Middle East and Africa Robo-advisor Market Size and Prospect (2018-2029)

2 Company Profiles
2.1 Betterment
2.1.1 Betterment Details
2.1.2 Betterment Major Business
2.1.3 Betterment Robo-advisor Product and Solutions
2.1.4 Betterment Robo-advisor Revenue, Gross Margin and Market Share (2018-2023)
2.1.5 Betterment Recent Developments and Future Plans
2.2 FutureAdvisor
2.2.1 FutureAdvisor Details
2.2.2 FutureAdvisor Major Business
2.2.3 FutureAdvisor Robo-advisor Product and Solutions
2.2.4 FutureAdvisor Robo-advisor Revenue, Gross Margin and Market Share (2018-2023)
2.2.5 FutureAdvisor Recent Developments and Future Plans
2.3 Personal Capital
2.3.1 Personal Capital Details
2.3.2 Personal Capital Major Business
2.3.3 Personal Capital Robo-advisor Product and Solutions
2.3.4 Personal Capital Robo-advisor Revenue, Gross Margin and Market Share (2018-2023)
2.3.5 Personal Capital Recent Developments and Future Plans
2.4 Vanguard Personal Advisor
2.4.1 Vanguard Personal Advisor Details
2.4.2 Vanguard Personal Advisor Major Business
2.4.3 Vanguard Personal Advisor Robo-advisor Product and Solutions
2.4.4 Vanguard Personal Advisor Robo-advisor Revenue, Gross Margin and Market Share (2018-2023)
2.4.5 Vanguard Personal Advisor Recent Developments and Future Plans
2.5 Wealthfront
2.5.1 Wealthfront Details
2.5.2 Wealthfront Major Business
2.5.3 Wealthfront Robo-advisor Product and Solutions
2.5.4 Wealthfront Robo-advisor Revenue, Gross Margin and Market Share (2018-2023)
2.5.5 Wealthfront Recent Developments and Future Plans
2.6 WiseBanyan
2.6.1 WiseBanyan Details
2.6.2 WiseBanyan Major Business
2.6.3 WiseBanyan Robo-advisor Product and Solutions
2.6.4 WiseBanyan Robo-advisor Revenue, Gross Margin and Market Share (2018-2023)
2.6.5 WiseBanyan Recent Developments and Future Plans
2.7 SigFig Wealth Management
2.7.1 SigFig Wealth Management Details
2.7.2 SigFig Wealth Management Major Business
2.7.3 SigFig Wealth Management Robo-advisor Product and Solutions
2.7.4 SigFig Wealth Management Robo-advisor Revenue, Gross Margin and Market Share (2018-2023)
2.7.5 SigFig Wealth Management Recent Developments and Future Plans
2.8 Schwab Intelligent Portfolios
2.8.1 Schwab Intelligent Portfolios Details
2.8.2 Schwab Intelligent Portfolios Major Business
2.8.3 Schwab Intelligent Portfolios Robo-advisor Product and Solutions
2.8.4 Schwab Intelligent Portfolios Robo-advisor Revenue, Gross Margin and Market Share (2018-2023)
2.8.5 Schwab Intelligent Portfolios Recent Developments and Future Plans
2.9 SoFi Wealth
2.9.1 SoFi Wealth Details
2.9.2 SoFi Wealth Major Business
2.9.3 SoFi Wealth Robo-advisor Product and Solutions
2.9.4 SoFi Wealth Robo-advisor Revenue, Gross Margin and Market Share (2018-2023)
2.9.5 SoFi Wealth Recent Developments and Future Plans
2.10 Wealthsimple
2.10.1 Wealthsimple Details
2.10.2 Wealthsimple Major Business
2.10.3 Wealthsimple Robo-advisor Product and Solutions
2.10.4 Wealthsimple Robo-advisor Revenue, Gross Margin and Market Share (2018-2023)
2.10.5 Wealthsimple Recent Developments and Future Plans
2.11 Ellevest
2.11.1 Ellevest Details
2.11.2 Ellevest Major Business
2.11.3 Ellevest Robo-advisor Product and Solutions
2.11.4 Ellevest Robo-advisor Revenue, Gross Margin and Market Share (2018-2023)
2.11.5 Ellevest Recent Developments and Future Plans

3 Market Competition, by Players
3.1 Global Robo-advisor Revenue and Share by Players (2018-2023)
3.2 Market Share Analysis (2022)
3.2.1 Market Share of Robo-advisor by Company Revenue
3.2.2 Top 3 Robo-advisor Players Market Share in 2022
3.2.3 Top 6 Robo-advisor Players Market Share in 2022
3.3 Robo-advisor Market: Overall Company Footprint Analysis
3.3.1 Robo-advisor Market: Region Footprint
3.3.2 Robo-advisor Market: Company Product Type Footprint
3.3.3 Robo-advisor Market: Company Product Application Footprint
3.4 New Market Entrants and Barriers to Market Entry
3.5 Mergers, Acquisition, Agreements, and Collaborations

4 Market Size Segment by Type
4.1 Global Robo-advisor Consumption Value and Market Share by Type (2018-2023)
4.2 Global Robo-advisor Market Forecast by Type (2024-2029)

5 Market Size Segment by Application
5.1 Global Robo-advisor Consumption Value Market Share by Application (2018-2023)
5.2 Global Robo-advisor Market Forecast by Application (2024-2029)

6 North America
6.1 North America Robo-advisor Consumption Value by Type (2018-2029)
6.2 North America Robo-advisor Consumption Value by Application (2018-2029)
6.3 North America Robo-advisor Market Size by Country
6.3.1 North America Robo-advisor Consumption Value by Country (2018-2029)
6.3.2 United States Robo-advisor Market Size and Forecast (2018-2029)
6.3.3 Canada Robo-advisor Market Size and Forecast (2018-2029)
6.3.4 Mexico Robo-advisor Market Size and Forecast (2018-2029)

7 Europe
7.1 Europe Robo-advisor Consumption Value by Type (2018-2029)
7.2 Europe Robo-advisor Consumption Value by Application (2018-2029)
7.3 Europe Robo-advisor Market Size by Country
7.3.1 Europe Robo-advisor Consumption Value by Country (2018-2029)
7.3.2 Germany Robo-advisor Market Size and Forecast (2018-2029)
7.3.3 France Robo-advisor Market Size and Forecast (2018-2029)
7.3.4 United Kingdom Robo-advisor Market Size and Forecast (2018-2029)
7.3.5 Russia Robo-advisor Market Size and Forecast (2018-2029)
7.3.6 Italy Robo-advisor Market Size and Forecast (2018-2029)

8 Asia-Pacific
8.1 Asia-Pacific Robo-advisor Consumption Value by Type (2018-2029)
8.2 Asia-Pacific Robo-advisor Consumption Value by Application (2018-2029)
8.3 Asia-Pacific Robo-advisor Market Size by Region
8.3.1 Asia-Pacific Robo-advisor Consumption Value by Region (2018-2029)
8.3.2 China Robo-advisor Market Size and Forecast (2018-2029)
8.3.3 Japan Robo-advisor Market Size and Forecast (2018-2029)
8.3.4 South Korea Robo-advisor Market Size and Forecast (2018-2029)
8.3.5 India Robo-advisor Market Size and Forecast (2018-2029)
8.3.6 Southeast Asia Robo-advisor Market Size and Forecast (2018-2029)
8.3.7 Australia Robo-advisor Market Size and Forecast (2018-2029)

9 South America
9.1 South America Robo-advisor Consumption Value by Type (2018-2029)
9.2 South America Robo-advisor Consumption Value by Application (2018-2029)
9.3 South America Robo-advisor Market Size by Country
9.3.1 South America Robo-advisor Consumption Value by Country (2018-2029)
9.3.2 Brazil Robo-advisor Market Size and Forecast (2018-2029)
9.3.3 Argentina Robo-advisor Market Size and Forecast (2018-2029)

10 Middle East & Africa
10.1 Middle East & Africa Robo-advisor Consumption Value by Type (2018-2029)
10.2 Middle East & Africa Robo-advisor Consumption Value by Application (2018-2029)
10.3 Middle East & Africa Robo-advisor Market Size by Country
10.3.1 Middle East & Africa Robo-advisor Consumption Value by Country (2018-2029)
10.3.2 Turkey Robo-advisor Market Size and Forecast (2018-2029)
10.3.3 Saudi Arabia Robo-advisor Market Size and Forecast (2018-2029)
10.3.4 UAE Robo-advisor Market Size and Forecast (2018-2029)

11 Market Dynamics
11.1 Robo-advisor Market Drivers
11.2 Robo-advisor Market Restraints
11.3 Robo-advisor Trends Analysis
11.4 Porters Five Forces Analysis
11.4.1 Threat of New Entrants
11.4.2 Bargaining Power of Suppliers
11.4.3 Bargaining Power of Buyers
11.4.4 Threat of Substitutes
11.4.5 Competitive Rivalry
11.5 Influence of COVID-19 and Russia-Ukraine War
11.5.1 Influence of COVID-19
11.5.2 Influence of Russia-Ukraine War

12 Industry Chain Analysis
12.1 Robo-advisor Industry Chain
12.2 Robo-advisor Upstream Analysis
12.3 Robo-advisor Midstream Analysis
12.4 Robo-advisor Downstream Analysis

13 Research Findings and Conclusion

14 Appendix
14.1 Methodology
14.2 Research Process and Data Source
14.3 Disclaimer
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Table of Figures

List of Tables
Table 1. Global Robo-advisor Consumption Value by Type, (USD Million), 2018 & 2022 & 2029
Table 2. Global Robo-advisor Consumption Value by Application, (USD Million), 2018 & 2022 & 2029
Table 3. Global Robo-advisor Consumption Value by Region (2018-2023) & (USD Million)
Table 4. Global Robo-advisor Consumption Value by Region (2024-2029) & (USD Million)
Table 5. Betterment Company Information, Head Office, and Major Competitors
Table 6. Betterment Major Business
Table 7. Betterment Robo-advisor Product and Solutions
Table 8. Betterment Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2018-2023)
Table 9. Betterment Recent Developments and Future Plans
Table 10. FutureAdvisor Company Information, Head Office, and Major Competitors
Table 11. FutureAdvisor Major Business
Table 12. FutureAdvisor Robo-advisor Product and Solutions
Table 13. FutureAdvisor Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2018-2023)
Table 14. FutureAdvisor Recent Developments and Future Plans
Table 15. Personal Capital Company Information, Head Office, and Major Competitors
Table 16. Personal Capital Major Business
Table 17. Personal Capital Robo-advisor Product and Solutions
Table 18. Personal Capital Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2018-2023)
Table 19. Personal Capital Recent Developments and Future Plans
Table 20. Vanguard Personal Advisor Company Information, Head Office, and Major Competitors
Table 21. Vanguard Personal Advisor Major Business
Table 22. Vanguard Personal Advisor Robo-advisor Product and Solutions
Table 23. Vanguard Personal Advisor Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2018-2023)
Table 24. Vanguard Personal Advisor Recent Developments and Future Plans
Table 25. Wealthfront Company Information, Head Office, and Major Competitors
Table 26. Wealthfront Major Business
Table 27. Wealthfront Robo-advisor Product and Solutions
Table 28. Wealthfront Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2018-2023)
Table 29. Wealthfront Recent Developments and Future Plans
Table 30. WiseBanyan Company Information, Head Office, and Major Competitors
Table 31. WiseBanyan Major Business
Table 32. WiseBanyan Robo-advisor Product and Solutions
Table 33. WiseBanyan Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2018-2023)
Table 34. WiseBanyan Recent Developments and Future Plans
Table 35. SigFig Wealth Management Company Information, Head Office, and Major Competitors
Table 36. SigFig Wealth Management Major Business
Table 37. SigFig Wealth Management Robo-advisor Product and Solutions
Table 38. SigFig Wealth Management Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2018-2023)
Table 39. SigFig Wealth Management Recent Developments and Future Plans
Table 40. Schwab Intelligent Portfolios Company Information, Head Office, and Major Competitors
Table 41. Schwab Intelligent Portfolios Major Business
Table 42. Schwab Intelligent Portfolios Robo-advisor Product and Solutions
Table 43. Schwab Intelligent Portfolios Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2018-2023)
Table 44. Schwab Intelligent Portfolios Recent Developments and Future Plans
Table 45. SoFi Wealth Company Information, Head Office, and Major Competitors
Table 46. SoFi Wealth Major Business
Table 47. SoFi Wealth Robo-advisor Product and Solutions
Table 48. SoFi Wealth Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2018-2023)
Table 49. SoFi Wealth Recent Developments and Future Plans
Table 50. Wealthsimple Company Information, Head Office, and Major Competitors
Table 51. Wealthsimple Major Business
Table 52. Wealthsimple Robo-advisor Product and Solutions
Table 53. Wealthsimple Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2018-2023)
Table 54. Wealthsimple Recent Developments and Future Plans
Table 55. Ellevest Company Information, Head Office, and Major Competitors
Table 56. Ellevest Major Business
Table 57. Ellevest Robo-advisor Product and Solutions
Table 58. Ellevest Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2018-2023)
Table 59. Ellevest Recent Developments and Future Plans
Table 60. Global Robo-advisor Revenue (USD Million) by Players (2018-2023)
Table 61. Global Robo-advisor Revenue Share by Players (2018-2023)
Table 62. Breakdown of Robo-advisor by Company Type (Tier 1, Tier 2, and Tier 3)
Table 63. Market Position of Players in Robo-advisor, (Tier 1, Tier 2, and Tier 3), Based on Revenue in 2022
Table 64. Head Office of Key Robo-advisor Players
Table 65. Robo-advisor Market: Company Product Type Footprint
Table 66. Robo-advisor Market: Company Product Application Footprint
Table 67. Robo-advisor New Market Entrants and Barriers to Market Entry
Table 68. Robo-advisor Mergers, Acquisition, Agreements, and Collaborations
Table 69. Global Robo-advisor Consumption Value (USD Million) by Type (2018-2023)
Table 70. Global Robo-advisor Consumption Value Share by Type (2018-2023)
Table 71. Global Robo-advisor Consumption Value Forecast by Type (2024-2029)
Table 72. Global Robo-advisor Consumption Value by Application (2018-2023)
Table 73. Global Robo-advisor Consumption Value Forecast by Application (2024-2029)
Table 74. North America Robo-advisor Consumption Value by Type (2018-2023) & (USD Million)
Table 75. North America Robo-advisor Consumption Value by Type (2024-2029) & (USD Million)
Table 76. North America Robo-advisor Consumption Value by Application (2018-2023) & (USD Million)
Table 77. North America Robo-advisor Consumption Value by Application (2024-2029) & (USD Million)
Table 78. North America Robo-advisor Consumption Value by Country (2018-2023) & (USD Million)
Table 79. North America Robo-advisor Consumption Value by Country (2024-2029) & (USD Million)
Table 80. Europe Robo-advisor Consumption Value by Type (2018-2023) & (USD Million)
Table 81. Europe Robo-advisor Consumption Value by Type (2024-2029) & (USD Million)
Table 82. Europe Robo-advisor Consumption Value by Application (2018-2023) & (USD Million)
Table 83. Europe Robo-advisor Consumption Value by Application (2024-2029) & (USD Million)
Table 84. Europe Robo-advisor Consumption Value by Country (2018-2023) & (USD Million)
Table 85. Europe Robo-advisor Consumption Value by Country (2024-2029) & (USD Million)
Table 86. Asia-Pacific Robo-advisor Consumption Value by Type (2018-2023) & (USD Million)
Table 87. Asia-Pacific Robo-advisor Consumption Value by Type (2024-2029) & (USD Million)
Table 88. Asia-Pacific Robo-advisor Consumption Value by Application (2018-2023) & (USD Million)
Table 89. Asia-Pacific Robo-advisor Consumption Value by Application (2024-2029) & (USD Million)
Table 90. Asia-Pacific Robo-advisor Consumption Value by Region (2018-2023) & (USD Million)
Table 91. Asia-Pacific Robo-advisor Consumption Value by Region (2024-2029) & (USD Million)
Table 92. South America Robo-advisor Consumption Value by Type (2018-2023) & (USD Million)
Table 93. South America Robo-advisor Consumption Value by Type (2024-2029) & (USD Million)
Table 94. South America Robo-advisor Consumption Value by Application (2018-2023) & (USD Million)
Table 95. South America Robo-advisor Consumption Value by Application (2024-2029) & (USD Million)
Table 96. South America Robo-advisor Consumption Value by Country (2018-2023) & (USD Million)
Table 97. South America Robo-advisor Consumption Value by Country (2024-2029) & (USD Million)
Table 98. Middle East & Africa Robo-advisor Consumption Value by Type (2018-2023) & (USD Million)
Table 99. Middle East & Africa Robo-advisor Consumption Value by Type (2024-2029) & (USD Million)
Table 100. Middle East & Africa Robo-advisor Consumption Value by Application (2018-2023) & (USD Million)
Table 101. Middle East & Africa Robo-advisor Consumption Value by Application (2024-2029) & (USD Million)
Table 102. Middle East & Africa Robo-advisor Consumption Value by Country (2018-2023) & (USD Million)
Table 103. Middle East & Africa Robo-advisor Consumption Value by Country (2024-2029) & (USD Million)
Table 104. Robo-advisor Raw Material
Table 105. Key Suppliers of Robo-advisor Raw Materials
List of Figures
Figure 1. Robo-advisor Picture
Figure 2. Global Robo-advisor Consumption Value by Type, (USD Million), 2018 & 2022 & 2029
Figure 3. Global Robo-advisor Consumption Value Market Share by Type in 2022
Figure 4. Free
Figure 5. Charge
Figure 6. Global Robo-advisor Consumption Value by Type, (USD Million), 2018 & 2022 & 2029
Figure 7. Robo-advisor Consumption Value Market Share by Application in 2022
Figure 8. Healthcare Picture
Figure 9. Retail Picture
Figure 10. Education Picture
Figure 11. Others Picture
Figure 12. Global Robo-advisor Consumption Value, (USD Million): 2018 & 2022 & 2029
Figure 13. Global Robo-advisor Consumption Value and Forecast (2018-2029) & (USD Million)
Figure 14. Global Market Robo-advisor Consumption Value (USD Million) Comparison by Region (2018 & 2022 & 2029)
Figure 15. Global Robo-advisor Consumption Value Market Share by Region (2018-2029)
Figure 16. Global Robo-advisor Consumption Value Market Share by Region in 2022
Figure 17. North America Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 18. Europe Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 19. Asia-Pacific Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 20. South America Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 21. Middle East and Africa Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 22. Global Robo-advisor Revenue Share by Players in 2022
Figure 23. Robo-advisor Market Share by Company Type (Tier 1, Tier 2 and Tier 3) in 2022
Figure 24. Global Top 3 Players Robo-advisor Market Share in 2022
Figure 25. Global Top 6 Players Robo-advisor Market Share in 2022
Figure 26. Global Robo-advisor Consumption Value Share by Type (2018-2023)
Figure 27. Global Robo-advisor Market Share Forecast by Type (2024-2029)
Figure 28. Global Robo-advisor Consumption Value Share by Application (2018-2023)
Figure 29. Global Robo-advisor Market Share Forecast by Application (2024-2029)
Figure 30. North America Robo-advisor Consumption Value Market Share by Type (2018-2029)
Figure 31. North America Robo-advisor Consumption Value Market Share by Application (2018-2029)
Figure 32. North America Robo-advisor Consumption Value Market Share by Country (2018-2029)
Figure 33. United States Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 34. Canada Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 35. Mexico Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 36. Europe Robo-advisor Consumption Value Market Share by Type (2018-2029)
Figure 37. Europe Robo-advisor Consumption Value Market Share by Application (2018-2029)
Figure 38. Europe Robo-advisor Consumption Value Market Share by Country (2018-2029)
Figure 39. Germany Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 40. France Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 41. United Kingdom Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 42. Russia Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 43. Italy Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 44. Asia-Pacific Robo-advisor Consumption Value Market Share by Type (2018-2029)
Figure 45. Asia-Pacific Robo-advisor Consumption Value Market Share by Application (2018-2029)
Figure 46. Asia-Pacific Robo-advisor Consumption Value Market Share by Region (2018-2029)
Figure 47. China Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 48. Japan Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 49. South Korea Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 50. India Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 51. Southeast Asia Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 52. Australia Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 53. South America Robo-advisor Consumption Value Market Share by Type (2018-2029)
Figure 54. South America Robo-advisor Consumption Value Market Share by Application (2018-2029)
Figure 55. South America Robo-advisor Consumption Value Market Share by Country (2018-2029)
Figure 56. Brazil Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 57. Argentina Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 58. Middle East and Africa Robo-advisor Consumption Value Market Share by Type (2018-2029)
Figure 59. Middle East and Africa Robo-advisor Consumption Value Market Share by Application (2018-2029)
Figure 60. Middle East and Africa Robo-advisor Consumption Value Market Share by Country (2018-2029)
Figure 61. Turkey Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 62. Saudi Arabia Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 63. UAE Robo-advisor Consumption Value (2018-2029) & (USD Million)
Figure 64. Robo-advisor Market Drivers
Figure 65. Robo-advisor Market Restraints
Figure 66. Robo-advisor Market Trends
Figure 67. Porters Five Forces Analysis
Figure 68. Manufacturing Cost Structure Analysis of Robo-advisor in 2022
Figure 69. Manufacturing Process Analysis of Robo-advisor
Figure 70. Robo-advisor Industrial Chain
Figure 71. Methodology
Figure 72. Research Process and Data Source
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Research Methodology

Client Requirements

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Review and analyze client requirements

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Discussion of all the project requirements and queries

Flexibility Check

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Project Feasibility Analysis

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Finalizing tentative research programme

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Structuring project proposal with scope, timeline, and costs

Analyzing Market Dynamics

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Determination of key drivers, restraints, challenge, and opportunity

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Identifies market needs and trends

Market Size Estimation & Forecast

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Estimation of historical data based on secondary and primary data

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Anticipating market recast by assigning weightage to market forces (drivers, restraints, opportunities)

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Freezing historical and forecast market size estimations based on evolution, trends, outlook, and strategies

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Consideration of geography, region-specific product/service demand for region segments

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Consideration of product utilization rates, product demand outlook for segments by application or end-user.

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Data Source

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Secondary Source
Data collections from annual reports, presentations,associations, journals, analyst reports, paid database, press releases, blogs, newsletters,and GIR repositories.

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Discussion of all the project requirements and queries

Validation and triangulation of secondary and primary source.

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Collection of data

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Cumulating and collating the essential qualitative and quantitative data

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Generation of report in client requested format by research analysts

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Reviews by expert analysts

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Final quality check

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Clarifying queries

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Receiving feedback

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Ensuring satisfaction

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    liuCheng01

    01 Identification of data

    This step involves identification of several primary and secondary data research sources, including Global Info Research's internal data sources. The primary sources consist of in-depth discussions and interviews with policy makers, industry experts, and data evaluators, whereas secondary sources include a thorough study of market journals, press releases, annual reports, and government and non-government agencies websites.

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    02 Evaluation of Market Dynamic

    This phase includes a detailed evaluation of several factors that are likely to affect the market dynamics. It involves a comprehensive assessment of major market pain points, drivers, and trends. It also comprises a detailed study of research plans and methodology.

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    03 Collection of Data

    This process consists of gathering data, accessing proprietary databases, and reaching out to key industry participants that operate in the market across the value chain. It also involves studying several patterns in the historical data and comparing it with the current scenario.

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    04 Collaboration of Data

    This stage involves the validation of data and arrival at actual statistics, and evolution of the market over the years. It entails the study and analyzes various segments and verticals of the market. An impact analysis is also performed to observe which factors will affect the market in the next few years.

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    05 Verification and Analysis

    This is the final stage, which involves both quantity and quality checks. Although the process of data verification is an integral part of the research process, all data points and statistics and figures are re-checked to uphold their authenticity and validity.

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Companies Mentioned

Betterment
FutureAdvisor
Personal Capital
Vanguard Personal Advisor
Wealthfront
WiseBanyan
SigFig Wealth Management
Schwab Intelligent Portfolios
SoFi Wealth
Wealthsimple
Ellevest
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