Global Investment Robo-Advisor Supply, Demand and Key Producers, 2023-2029

Description

The global Investment Robo-Advisor market size is expected to reach $ million by 2029, rising at a market growth of % CAGR during the forecast period (2023-2029).

A Robo-Advisor, short for "robotic advisor," is an automated investment platform that uses algorithms and computer programs to provide financial planning and investment management services. Robo-advisors are designed to offer a streamlined and cost-effective approach to investing, especially for individuals with relatively straightforward financial goals and investment needs.

Robo-advisors use algorithms to create and manage diversified investment portfolios for users. The algorithms take into account various factors such as the user's risk tolerance, investment goals, time horizon, and market conditions to determine an appropriate asset allocation.

Robo-advisors are often known for their lower fees compared to traditional financial advisors. The automated nature of the service allows for cost savings, making it a more affordable option for many investors.

Robo-advisors are typically accessible online or through mobile apps, making it easy for users to manage their investments from anywhere. This accessibility can be appealing to a wide range of investors, especially younger generations comfortable with digital platforms.

Many robo-advisors use a goal-based investing approach, where users define specific financial goals such as saving for a home, education, or retirement. The platform then tailors the investment strategy to help users achieve these goals.

This report studies the global Investment Robo-Advisor demand, key companies, and key regions.

This report is a detailed and comprehensive analysis of the world market for Investment Robo-Advisor, and provides market size (US$ million) and Year-over-Year (YoY) growth, considering 2022 as the base year. This report explores demand trends and competition, as well as details the characteristics of Investment Robo-Advisor that contribute to its increasing demand across many markets.

Highlights and key features of the study
Global Investment Robo-Advisor total market, 2018-2029, (USD Million)
Global Investment Robo-Advisor total market by region & country, CAGR, 2018-2029, (USD Million)
U.S. VS China: Investment Robo-Advisor total market, key domestic companies and share, (USD Million)
Global Investment Robo-Advisor revenue by player and market share 2018-2023, (USD Million)
Global Investment Robo-Advisor total market by Type, CAGR, 2018-2029, (USD Million)
Global Investment Robo-Advisor total market by Application, CAGR, 2018-2029, (USD Million).

This reports profiles major players in the global Investment Robo-Advisor market based on the following parameters – company overview, revenue, gross margin, product portfolio, geographical presence, and key developments. Key companies covered as a part of this study include Vanguard, Fidelity Investments, Charles Schwab, Morgan Stanley, Betterment, Wealthfront, Interactive Brokers, Ally Invest and Merrill Edge (Bank of America), etc.

This report also provides key insights about market drivers, restraints, opportunities, new product launches or approvals.

Stakeholders would have ease in decision-making through various strategy matrices used in analyzing the World Investment Robo-Advisor market.

Detailed Segmentation:
Each section contains quantitative market data including market by value (US$ Millions), by player, by regions, by Type, and by Application. Data is given for the years 2018-2029 by year with 2022 as the base year, 2023 as the estimate year, and 2024-2029 as the forecast year.

Global Investment Robo-Advisor Market, By Region:
    United States
    China
    Europe
    Japan
    South Korea
    ASEAN
    India
    Rest of World

Global Investment Robo-Advisor Market, Segmentation by Type
    Robo-Advisor
    Online Brokerage Platforms
    Financial Planning and Education Platforms

Global Investment Robo-Advisor Market, Segmentation by Application
    Enterprise
    Individual

Companies Profiled:
    Vanguard
    Fidelity Investments
    Charles Schwab
    Morgan Stanley
    Betterment
    Wealthfront
    Interactive Brokers
    Ally Invest
    Merrill Edge (Bank of America)
    SoFi Invest (Social Finance)
    T. Rowe Price
    Stash Financial
    SigFig
    Empower
    TradeStation
    M1 Finance

Key Questions Answered
1. How big is the global Investment Robo-Advisor market?
2. What is the demand of the global Investment Robo-Advisor market?
3. What is the year over year growth of the global Investment Robo-Advisor market?
4. What is the total value of the global Investment Robo-Advisor market?
5. Who are the major players in the global Investment Robo-Advisor market?

Table of Contents

1 Supply Summary
    1.1 Investment Robo-Advisor Introduction
    1.2 World Investment Robo-Advisor Market Size & Forecast (2018 & 2022 & 2029)
    1.3 World Investment Robo-Advisor Total Market by Region (by Headquarter Location)
        1.3.1 World Investment Robo-Advisor Market Size by Region (2018-2029), (by Headquarter Location)
        1.3.2 United States Investment Robo-Advisor Market Size (2018-2029)
        1.3.3 China Investment Robo-Advisor Market Size (2018-2029)
        1.3.4 Europe Investment Robo-Advisor Market Size (2018-2029)
        1.3.5 Japan Investment Robo-Advisor Market Size (2018-2029)
        1.3.6 South Korea Investment Robo-Advisor Market Size (2018-2029)
        1.3.7 ASEAN Investment Robo-Advisor Market Size (2018-2029)
        1.3.8 India Investment Robo-Advisor Market Size (2018-2029)
    1.4 Market Drivers, Restraints and Trends
        1.4.1 Investment Robo-Advisor Market Drivers
        1.4.2 Factors Affecting Demand
        1.4.3 Investment Robo-Advisor Major Market Trends

2 Demand Summary
    2.1 World Investment Robo-Advisor Consumption Value (2018-2029)
    2.2 World Investment Robo-Advisor Consumption Value by Region
        2.2.1 World Investment Robo-Advisor Consumption Value by Region (2018-2023)
        2.2.2 World Investment Robo-Advisor Consumption Value Forecast by Region (2024-2029)
    2.3 United States Investment Robo-Advisor Consumption Value (2018-2029)
    2.4 China Investment Robo-Advisor Consumption Value (2018-2029)
    2.5 Europe Investment Robo-Advisor Consumption Value (2018-2029)
    2.6 Japan Investment Robo-Advisor Consumption Value (2018-2029)
    2.7 South Korea Investment Robo-Advisor Consumption Value (2018-2029)
    2.8 ASEAN Investment Robo-Advisor Consumption Value (2018-2029)
    2.9 India Investment Robo-Advisor Consumption Value (2018-2029)

3 World Investment Robo-Advisor Companies Competitive Analysis
    3.1 World Investment Robo-Advisor Revenue by Player (2018-2023)
    3.2 Industry Rank and Concentration Rate (CR)
        3.2.1 Global Investment Robo-Advisor Industry Rank of Major Players
        3.2.2 Global Concentration Ratios (CR4) for Investment Robo-Advisor in 2022
        3.2.3 Global Concentration Ratios (CR8) for Investment Robo-Advisor in 2022
    3.3 Investment Robo-Advisor Company Evaluation Quadrant
    3.4 Investment Robo-Advisor Market: Overall Company Footprint Analysis
        3.4.1 Investment Robo-Advisor Market: Region Footprint
        3.4.2 Investment Robo-Advisor Market: Company Product Type Footprint
        3.4.3 Investment Robo-Advisor Market: Company Product Application Footprint
    3.5 Competitive Environment
        3.5.1 Historical Structure of the Industry
        3.5.2 Barriers of Market Entry
        3.5.3 Factors of Competition
    3.6 Mergers, Acquisitions Activity

4 United States VS China VS Rest of the World (by Headquarter Location)
    4.1 United States VS China: Investment Robo-Advisor Revenue Comparison (by Headquarter Location)
        4.1.1 United States VS China: Investment Robo-Advisor Market Size Comparison (2018 & 2022 & 2029) (by Headquarter Location)
        4.1.2 United States VS China: Investment Robo-Advisor Revenue Market Share Comparison (2018 & 2022 & 2029)
    4.2 United States Based Companies VS China Based Companies: Investment Robo-Advisor Consumption Value Comparison
        4.2.1 United States VS China: Investment Robo-Advisor Consumption Value Comparison (2018 & 2022 & 2029)
        4.2.2 United States VS China: Investment Robo-Advisor Consumption Value Market Share Comparison (2018 & 2022 & 2029)
    4.3 United States Based Investment Robo-Advisor Companies and Market Share, 2018-2023
        4.3.1 United States Based Investment Robo-Advisor Companies, Headquarters (States, Country)
        4.3.2 United States Based Companies Investment Robo-Advisor Revenue, (2018-2023)
    4.4 China Based Companies Investment Robo-Advisor Revenue and Market Share, 2018-2023
        4.4.1 China Based Investment Robo-Advisor Companies, Company Headquarters (Province, Country)
        4.4.2 China Based Companies Investment Robo-Advisor Revenue, (2018-2023)
    4.5 Rest of World Based Investment Robo-Advisor Companies and Market Share, 2018-2023
        4.5.1 Rest of World Based Investment Robo-Advisor Companies, Headquarters (States, Country)
        4.5.2 Rest of World Based Companies Investment Robo-Advisor Revenue, (2018-2023)

5 Market Analysis by Type
    5.1 World Investment Robo-Advisor Market Size Overview by Type: 2018 VS 2022 VS 2029
    5.2 Segment Introduction by Type
        5.2.1 Robo-Advisor
        5.2.2 Online Brokerage Platforms
        5.2.3 Financial Planning and Education Platforms
    5.3 Market Segment by Type
        5.3.1 World Investment Robo-Advisor Market Size by Type (2018-2023)
        5.3.2 World Investment Robo-Advisor Market Size by Type (2024-2029)
        5.3.3 World Investment Robo-Advisor Market Size Market Share by Type (2018-2029)

6 Market Analysis by Application
    6.1 World Investment Robo-Advisor Market Size Overview by Application: 2018 VS 2022 VS 2029
    6.2 Segment Introduction by Application
        6.2.1 Enterprise
        6.2.2 Individual
    6.3 Market Segment by Application
        6.3.1 World Investment Robo-Advisor Market Size by Application (2018-2023)
        6.3.2 World Investment Robo-Advisor Market Size by Application (2024-2029)
        6.3.3 World Investment Robo-Advisor Market Size by Application (2018-2029)

7 Company Profiles
    7.1 Vanguard
        7.1.1 Vanguard Details
        7.1.2 Vanguard Major Business
        7.1.3 Vanguard Investment Robo-Advisor Product and Services
        7.1.4 Vanguard Investment Robo-Advisor Revenue, Gross Margin and Market Share (2018-2023)
        7.1.5 Vanguard Recent Developments/Updates
        7.1.6 Vanguard Competitive Strengths & Weaknesses
    7.2 Fidelity Investments
        7.2.1 Fidelity Investments Details
        7.2.2 Fidelity Investments Major Business
        7.2.3 Fidelity Investments Investment Robo-Advisor Product and Services
        7.2.4 Fidelity Investments Investment Robo-Advisor Revenue, Gross Margin and Market Share (2018-2023)
        7.2.5 Fidelity Investments Recent Developments/Updates
        7.2.6 Fidelity Investments Competitive Strengths & Weaknesses
    7.3 Charles Schwab
        7.3.1 Charles Schwab Details
        7.3.2 Charles Schwab Major Business
        7.3.3 Charles Schwab Investment Robo-Advisor Product and Services
        7.3.4 Charles Schwab Investment Robo-Advisor Revenue, Gross Margin and Market Share (2018-2023)
        7.3.5 Charles Schwab Recent Developments/Updates
        7.3.6 Charles Schwab Competitive Strengths & Weaknesses
    7.4 Morgan Stanley
        7.4.1 Morgan Stanley Details
        7.4.2 Morgan Stanley Major Business
        7.4.3 Morgan Stanley Investment Robo-Advisor Product and Services
        7.4.4 Morgan Stanley Investment Robo-Advisor Revenue, Gross Margin and Market Share (2018-2023)
        7.4.5 Morgan Stanley Recent Developments/Updates
        7.4.6 Morgan Stanley Competitive Strengths & Weaknesses
    7.5 Betterment
        7.5.1 Betterment Details
        7.5.2 Betterment Major Business
        7.5.3 Betterment Investment Robo-Advisor Product and Services
        7.5.4 Betterment Investment Robo-Advisor Revenue, Gross Margin and Market Share (2018-2023)
        7.5.5 Betterment Recent Developments/Updates
        7.5.6 Betterment Competitive Strengths & Weaknesses
    7.6 Wealthfront
        7.6.1 Wealthfront Details
        7.6.2 Wealthfront Major Business
        7.6.3 Wealthfront Investment Robo-Advisor Product and Services
        7.6.4 Wealthfront Investment Robo-Advisor Revenue, Gross Margin and Market Share (2018-2023)
        7.6.5 Wealthfront Recent Developments/Updates
        7.6.6 Wealthfront Competitive Strengths & Weaknesses
    7.7 Interactive Brokers
        7.7.1 Interactive Brokers Details
        7.7.2 Interactive Brokers Major Business
        7.7.3 Interactive Brokers Investment Robo-Advisor Product and Services
        7.7.4 Interactive Brokers Investment Robo-Advisor Revenue, Gross Margin and Market Share (2018-2023)
        7.7.5 Interactive Brokers Recent Developments/Updates
        7.7.6 Interactive Brokers Competitive Strengths & Weaknesses
    7.8 Ally Invest
        7.8.1 Ally Invest Details
        7.8.2 Ally Invest Major Business
        7.8.3 Ally Invest Investment Robo-Advisor Product and Services
        7.8.4 Ally Invest Investment Robo-Advisor Revenue, Gross Margin and Market Share (2018-2023)
        7.8.5 Ally Invest Recent Developments/Updates
        7.8.6 Ally Invest Competitive Strengths & Weaknesses
    7.9 Merrill Edge (Bank of America)
        7.9.1 Merrill Edge (Bank of America) Details
        7.9.2 Merrill Edge (Bank of America) Major Business
        7.9.3 Merrill Edge (Bank of America) Investment Robo-Advisor Product and Services
        7.9.4 Merrill Edge (Bank of America) Investment Robo-Advisor Revenue, Gross Margin and Market Share (2018-2023)
        7.9.5 Merrill Edge (Bank of America) Recent Developments/Updates
        7.9.6 Merrill Edge (Bank of America) Competitive Strengths & Weaknesses
    7.10 SoFi Invest (Social Finance)
        7.10.1 SoFi Invest (Social Finance) Details
        7.10.2 SoFi Invest (Social Finance) Major Business
        7.10.3 SoFi Invest (Social Finance) Investment Robo-Advisor Product and Services
        7.10.4 SoFi Invest (Social Finance) Investment Robo-Advisor Revenue, Gross Margin and Market Share (2018-2023)
        7.10.5 SoFi Invest (Social Finance) Recent Developments/Updates
        7.10.6 SoFi Invest (Social Finance) Competitive Strengths & Weaknesses
    7.11 T. Rowe Price
        7.11.1 T. Rowe Price Details
        7.11.2 T. Rowe Price Major Business
        7.11.3 T. Rowe Price Investment Robo-Advisor Product and Services
        7.11.4 T. Rowe Price Investment Robo-Advisor Revenue, Gross Margin and Market Share (2018-2023)
        7.11.5 T. Rowe Price Recent Developments/Updates
        7.11.6 T. Rowe Price Competitive Strengths & Weaknesses
    7.12 Stash Financial
        7.12.1 Stash Financial Details
        7.12.2 Stash Financial Major Business
        7.12.3 Stash Financial Investment Robo-Advisor Product and Services
        7.12.4 Stash Financial Investment Robo-Advisor Revenue, Gross Margin and Market Share (2018-2023)
        7.12.5 Stash Financial Recent Developments/Updates
        7.12.6 Stash Financial Competitive Strengths & Weaknesses
    7.13 SigFig
        7.13.1 SigFig Details
        7.13.2 SigFig Major Business
        7.13.3 SigFig Investment Robo-Advisor Product and Services
        7.13.4 SigFig Investment Robo-Advisor Revenue, Gross Margin and Market Share (2018-2023)
        7.13.5 SigFig Recent Developments/Updates
        7.13.6 SigFig Competitive Strengths & Weaknesses
    7.14 Empower
        7.14.1 Empower Details
        7.14.2 Empower Major Business
        7.14.3 Empower Investment Robo-Advisor Product and Services
        7.14.4 Empower Investment Robo-Advisor Revenue, Gross Margin and Market Share (2018-2023)
        7.14.5 Empower Recent Developments/Updates
        7.14.6 Empower Competitive Strengths & Weaknesses
    7.15 TradeStation
        7.15.1 TradeStation Details
        7.15.2 TradeStation Major Business
        7.15.3 TradeStation Investment Robo-Advisor Product and Services
        7.15.4 TradeStation Investment Robo-Advisor Revenue, Gross Margin and Market Share (2018-2023)
        7.15.5 TradeStation Recent Developments/Updates
        7.15.6 TradeStation Competitive Strengths & Weaknesses
    7.16 M1 Finance
        7.16.1 M1 Finance Details
        7.16.2 M1 Finance Major Business
        7.16.3 M1 Finance Investment Robo-Advisor Product and Services
        7.16.4 M1 Finance Investment Robo-Advisor Revenue, Gross Margin and Market Share (2018-2023)
        7.16.5 M1 Finance Recent Developments/Updates
        7.16.6 M1 Finance Competitive Strengths & Weaknesses

8 Industry Chain Analysis
    8.1 Investment Robo-Advisor Industry Chain
    8.2 Investment Robo-Advisor Upstream Analysis
    8.3 Investment Robo-Advisor Midstream Analysis
    8.4 Investment Robo-Advisor Downstream Analysis

9 Research Findings and Conclusion

10 Appendix
    10.1 Methodology
    10.2 Research Process and Data Source
    10.3 Disclaimer

Table of Figures

List of Tables
    Table 1. World Investment Robo-Advisor Revenue by Region (2018, 2022 and 2029) & (USD Million), (by Headquarter Location)
    Table 2. World Investment Robo-Advisor Revenue by Region (2018-2023) & (USD Million), (by Headquarter Location)
    Table 3. World Investment Robo-Advisor Revenue by Region (2024-2029) & (USD Million), (by Headquarter Location)
    Table 4. World Investment Robo-Advisor Revenue Market Share by Region (2018-2023), (by Headquarter Location)
    Table 5. World Investment Robo-Advisor Revenue Market Share by Region (2024-2029), (by Headquarter Location)
    Table 6. Major Market Trends
    Table 7. World Investment Robo-Advisor Consumption Value Growth Rate Forecast by Region (2018 & 2022 & 2029) & (USD Million)
    Table 8. World Investment Robo-Advisor Consumption Value by Region (2018-2023) & (USD Million)
    Table 9. World Investment Robo-Advisor Consumption Value Forecast by Region (2024-2029) & (USD Million)
    Table 10. World Investment Robo-Advisor Revenue by Player (2018-2023) & (USD Million)
    Table 11. Revenue Market Share of Key Investment Robo-Advisor Players in 2022
    Table 12. World Investment Robo-Advisor Industry Rank of Major Player, Based on Revenue in 2022
    Table 13. Global Investment Robo-Advisor Company Evaluation Quadrant
    Table 14. Head Office of Key Investment Robo-Advisor Player
    Table 15. Investment Robo-Advisor Market: Company Product Type Footprint
    Table 16. Investment Robo-Advisor Market: Company Product Application Footprint
    Table 17. Investment Robo-Advisor Mergers & Acquisitions Activity
    Table 18. United States VS China Investment Robo-Advisor Market Size Comparison, (2018 & 2022 & 2029) & (USD Million)
    Table 19. United States VS China Investment Robo-Advisor Consumption Value Comparison, (2018 & 2022 & 2029) & (USD Million)
    Table 20. United States Based Investment Robo-Advisor Companies, Headquarters (States, Country)
    Table 21. United States Based Companies Investment Robo-Advisor Revenue, (2018-2023) & (USD Million)
    Table 22. United States Based Companies Investment Robo-Advisor Revenue Market Share (2018-2023)
    Table 23. China Based Investment Robo-Advisor Companies, Headquarters (Province, Country)
    Table 24. China Based Companies Investment Robo-Advisor Revenue, (2018-2023) & (USD Million)
    Table 25. China Based Companies Investment Robo-Advisor Revenue Market Share (2018-2023)
    Table 26. Rest of World Based Investment Robo-Advisor Companies, Headquarters (States, Country)
    Table 27. Rest of World Based Companies Investment Robo-Advisor Revenue, (2018-2023) & (USD Million)
    Table 28. Rest of World Based Companies Investment Robo-Advisor Revenue Market Share (2018-2023)
    Table 29. World Investment Robo-Advisor Market Size by Type, (USD Million), 2018 & 2022 & 2029
    Table 30. World Investment Robo-Advisor Market Size by Type (2018-2023) & (USD Million)
    Table 31. World Investment Robo-Advisor Market Size by Type (2024-2029) & (USD Million)
    Table 32. World Investment Robo-Advisor Market Size by Application, (USD Million), 2018 & 2022 & 2029
    Table 33. World Investment Robo-Advisor Market Size by Application (2018-2023) & (USD Million)
    Table 34. World Investment Robo-Advisor Market Size by Application (2024-2029) & (USD Million)
    Table 35. Vanguard Basic Information, Area Served and Competitors
    Table 36. Vanguard Major Business
    Table 37. Vanguard Investment Robo-Advisor Product and Services
    Table 38. Vanguard Investment Robo-Advisor Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 39. Vanguard Recent Developments/Updates
    Table 40. Vanguard Competitive Strengths & Weaknesses
    Table 41. Fidelity Investments Basic Information, Area Served and Competitors
    Table 42. Fidelity Investments Major Business
    Table 43. Fidelity Investments Investment Robo-Advisor Product and Services
    Table 44. Fidelity Investments Investment Robo-Advisor Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 45. Fidelity Investments Recent Developments/Updates
    Table 46. Fidelity Investments Competitive Strengths & Weaknesses
    Table 47. Charles Schwab Basic Information, Area Served and Competitors
    Table 48. Charles Schwab Major Business
    Table 49. Charles Schwab Investment Robo-Advisor Product and Services
    Table 50. Charles Schwab Investment Robo-Advisor Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 51. Charles Schwab Recent Developments/Updates
    Table 52. Charles Schwab Competitive Strengths & Weaknesses
    Table 53. Morgan Stanley Basic Information, Area Served and Competitors
    Table 54. Morgan Stanley Major Business
    Table 55. Morgan Stanley Investment Robo-Advisor Product and Services
    Table 56. Morgan Stanley Investment Robo-Advisor Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 57. Morgan Stanley Recent Developments/Updates
    Table 58. Morgan Stanley Competitive Strengths & Weaknesses
    Table 59. Betterment Basic Information, Area Served and Competitors
    Table 60. Betterment Major Business
    Table 61. Betterment Investment Robo-Advisor Product and Services
    Table 62. Betterment Investment Robo-Advisor Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 63. Betterment Recent Developments/Updates
    Table 64. Betterment Competitive Strengths & Weaknesses
    Table 65. Wealthfront Basic Information, Area Served and Competitors
    Table 66. Wealthfront Major Business
    Table 67. Wealthfront Investment Robo-Advisor Product and Services
    Table 68. Wealthfront Investment Robo-Advisor Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 69. Wealthfront Recent Developments/Updates
    Table 70. Wealthfront Competitive Strengths & Weaknesses
    Table 71. Interactive Brokers Basic Information, Area Served and Competitors
    Table 72. Interactive Brokers Major Business
    Table 73. Interactive Brokers Investment Robo-Advisor Product and Services
    Table 74. Interactive Brokers Investment Robo-Advisor Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 75. Interactive Brokers Recent Developments/Updates
    Table 76. Interactive Brokers Competitive Strengths & Weaknesses
    Table 77. Ally Invest Basic Information, Area Served and Competitors
    Table 78. Ally Invest Major Business
    Table 79. Ally Invest Investment Robo-Advisor Product and Services
    Table 80. Ally Invest Investment Robo-Advisor Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 81. Ally Invest Recent Developments/Updates
    Table 82. Ally Invest Competitive Strengths & Weaknesses
    Table 83. Merrill Edge (Bank of America) Basic Information, Area Served and Competitors
    Table 84. Merrill Edge (Bank of America) Major Business
    Table 85. Merrill Edge (Bank of America) Investment Robo-Advisor Product and Services
    Table 86. Merrill Edge (Bank of America) Investment Robo-Advisor Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 87. Merrill Edge (Bank of America) Recent Developments/Updates
    Table 88. Merrill Edge (Bank of America) Competitive Strengths & Weaknesses
    Table 89. SoFi Invest (Social Finance) Basic Information, Area Served and Competitors
    Table 90. SoFi Invest (Social Finance) Major Business
    Table 91. SoFi Invest (Social Finance) Investment Robo-Advisor Product and Services
    Table 92. SoFi Invest (Social Finance) Investment Robo-Advisor Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 93. SoFi Invest (Social Finance) Recent Developments/Updates
    Table 94. SoFi Invest (Social Finance) Competitive Strengths & Weaknesses
    Table 95. T. Rowe Price Basic Information, Area Served and Competitors
    Table 96. T. Rowe Price Major Business
    Table 97. T. Rowe Price Investment Robo-Advisor Product and Services
    Table 98. T. Rowe Price Investment Robo-Advisor Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 99. T. Rowe Price Recent Developments/Updates
    Table 100. T. Rowe Price Competitive Strengths & Weaknesses
    Table 101. Stash Financial Basic Information, Area Served and Competitors
    Table 102. Stash Financial Major Business
    Table 103. Stash Financial Investment Robo-Advisor Product and Services
    Table 104. Stash Financial Investment Robo-Advisor Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 105. Stash Financial Recent Developments/Updates
    Table 106. Stash Financial Competitive Strengths & Weaknesses
    Table 107. SigFig Basic Information, Area Served and Competitors
    Table 108. SigFig Major Business
    Table 109. SigFig Investment Robo-Advisor Product and Services
    Table 110. SigFig Investment Robo-Advisor Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 111. SigFig Recent Developments/Updates
    Table 112. SigFig Competitive Strengths & Weaknesses
    Table 113. Empower Basic Information, Area Served and Competitors
    Table 114. Empower Major Business
    Table 115. Empower Investment Robo-Advisor Product and Services
    Table 116. Empower Investment Robo-Advisor Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 117. Empower Recent Developments/Updates
    Table 118. Empower Competitive Strengths & Weaknesses
    Table 119. TradeStation Basic Information, Area Served and Competitors
    Table 120. TradeStation Major Business
    Table 121. TradeStation Investment Robo-Advisor Product and Services
    Table 122. TradeStation Investment Robo-Advisor Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 123. TradeStation Recent Developments/Updates
    Table 124. M1 Finance Basic Information, Area Served and Competitors
    Table 125. M1 Finance Major Business
    Table 126. M1 Finance Investment Robo-Advisor Product and Services
    Table 127. M1 Finance Investment Robo-Advisor Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 128. Global Key Players of Investment Robo-Advisor Upstream (Raw Materials)
    Table 129. Investment Robo-Advisor Typical Customers
List of Figure
    Figure 1. Investment Robo-Advisor Picture
    Figure 2. World Investment Robo-Advisor Total Market Size: 2018 & 2022 & 2029, (USD Million)
    Figure 3. World Investment Robo-Advisor Total Market Size (2018-2029) & (USD Million)
    Figure 4. World Investment Robo-Advisor Revenue Market Share by Region (2018, 2022 and 2029) & (USD Million) , (by Headquarter Location)
    Figure 5. World Investment Robo-Advisor Revenue Market Share by Region (2018-2029), (by Headquarter Location)
    Figure 6. United States Based Company Investment Robo-Advisor Revenue (2018-2029) & (USD Million)
    Figure 7. China Based Company Investment Robo-Advisor Revenue (2018-2029) & (USD Million)
    Figure 8. Europe Based Company Investment Robo-Advisor Revenue (2018-2029) & (USD Million)
    Figure 9. Japan Based Company Investment Robo-Advisor Revenue (2018-2029) & (USD Million)
    Figure 10. South Korea Based Company Investment Robo-Advisor Revenue (2018-2029) & (USD Million)
    Figure 11. ASEAN Based Company Investment Robo-Advisor Revenue (2018-2029) & (USD Million)
    Figure 12. India Based Company Investment Robo-Advisor Revenue (2018-2029) & (USD Million)
    Figure 13. Investment Robo-Advisor Market Drivers
    Figure 14. Factors Affecting Demand
    Figure 15. World Investment Robo-Advisor Consumption Value (2018-2029) & (USD Million)
    Figure 16. World Investment Robo-Advisor Consumption Value Market Share by Region (2018-2029)
    Figure 17. United States Investment Robo-Advisor Consumption Value (2018-2029) & (USD Million)
    Figure 18. China Investment Robo-Advisor Consumption Value (2018-2029) & (USD Million)
    Figure 19. Europe Investment Robo-Advisor Consumption Value (2018-2029) & (USD Million)
    Figure 20. Japan Investment Robo-Advisor Consumption Value (2018-2029) & (USD Million)
    Figure 21. South Korea Investment Robo-Advisor Consumption Value (2018-2029) & (USD Million)
    Figure 22. ASEAN Investment Robo-Advisor Consumption Value (2018-2029) & (USD Million)
    Figure 23. India Investment Robo-Advisor Consumption Value (2018-2029) & (USD Million)
    Figure 24. Producer Shipments of Investment Robo-Advisor by Player Revenue ($MM) and Market Share (%): 2022
    Figure 25. Global Four-firm Concentration Ratios (CR4) for Investment Robo-Advisor Markets in 2022
    Figure 26. Global Four-firm Concentration Ratios (CR8) for Investment Robo-Advisor Markets in 2022
    Figure 27. United States VS China: Investment Robo-Advisor Revenue Market Share Comparison (2018 & 2022 & 2029)
    Figure 28. United States VS China: Investment Robo-Advisor Consumption Value Market Share Comparison (2018 & 2022 & 2029)
    Figure 29. World Investment Robo-Advisor Market Size by Type, (USD Million), 2018 & 2022 & 2029
    Figure 30. World Investment Robo-Advisor Market Size Market Share by Type in 2022
    Figure 31. Robo-Advisor
    Figure 32. Online Brokerage Platforms
    Figure 33. Financial Planning and Education Platforms
    Figure 34. World Investment Robo-Advisor Market Size Market Share by Type (2018-2029)
    Figure 35. World Investment Robo-Advisor Market Size by Application, (USD Million), 2018 & 2022 & 2029
    Figure 36. World Investment Robo-Advisor Market Size Market Share by Application in 2022
    Figure 37. Enterprise
    Figure 38. Individual
    Figure 39. Investment Robo-Advisor Industrial Chain
    Figure 40. Methodology
    Figure 41. Research Process and Data Source

Companies Mentioned

Vanguard
Fidelity Investments
Charles Schwab
Morgan Stanley
Betterment
Wealthfront
Interactive Brokers
Ally Invest
Merrill Edge (Bank of America)
SoFi Invest (Social Finance)
T. Rowe Price
Stash Financial
SigFig
Empower
TradeStation
M1 Finance