Global Robo-advisor Market 2024 by Company, Regions, Type and Application, Forecast to 2030

Global Robo-advisor Market 2024 by Company, Regions, Type and Application, Forecast to 2030

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Published Date: 19 Nov 2024

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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

According to our (Global Info Research) latest study, the global Robo-advisor market size was valued at US$ 1740570 million in 2023 and is forecast to a readjusted size of USD 2697860 million by 2030 with a CAGR of 6.5% during review period.

A robo-advisor is a digital platform that provides automated, algorithm-driven financial planning services with minimal human intervention. These platforms typically use algorithms to create and manage investment portfolios based on individual financial goals, risk tolerance, and time horizon.

Market Drivers:
Cost-Effective Solutions:
Robo-advisors offer cost-effective investment solutions compared to traditional financial advisors, making them attractive to cost-conscious investors.

Accessibility:
Robo-advisors provide easy access to investment services, allowing individuals with varying levels of wealth to benefit from professional portfolio management.

Personalization:
These platforms offer personalized investment strategies based on individual financial goals and risk profiles, enhancing the user experience and meeting diverse investor needs.

Automation and Efficiency:
Automation of investment processes streamlines portfolio management, reduces human error, and ensures consistent monitoring and rebalancing of portfolios.

Transparency:
Robo-advisors often provide transparent fee structures and investment strategies, giving investors clarity and insight into their portfolios' performance.

Market Challenges:
Limited Human Interaction:
Some investors may prefer human advisors for personalized advice and emotional support during market fluctuations, which can be lacking in robo-advisor services.

Complex Investor Needs:
Robo-advisors may struggle to address complex financial situations that require nuanced strategies and personalized guidance beyond what algorithms can provide.

Regulatory Compliance:
Compliance with financial regulations and ensuring data security and privacy are critical challenges for robo-advisor firms, especially as they handle sensitive financial information.

Market Volatility:
Rapid market changes and economic downturns can challenge robo-advisors' algorithms and strategies, potentially leading to suboptimal investment decisions.

Competition:
The increasing number of robo-advisor platforms has intensified competition in the market, requiring firms to differentiate themselves through innovative services and value propositions.

Educational Barriers:
Educating investors about the benefits and limitations of robo-advisors, as well as addressing concerns about the technology's reliability, can be a significant challenge in expanding market adoption.

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 2024, are provided.

Key Features:
Global Robo-advisor market size and forecasts, in consumption value ($ Million), 2019-2030
Global Robo-advisor market size and forecasts by region and country, in consumption value ($ Million), 2019-2030
Global Robo-advisor market size and forecasts, by Type and by Application, in consumption value ($ Million), 2019-2030
Global Robo-advisor market shares of main players, in revenue ($ Million), 2019-2024
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, revenue, gross margin, product portfolio, geographical presence, and key developments. Key companies covered as a part of this study include Betterment, Ritholtz Wealth Management, Empower, Vanguard Personal Advisor, Wealthfront, SigFig Wealth Management, Schwab Intelligent Portfolios, SoFi, Wealthsimple, RBC, etc.

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

Market segmentation
Robo-advisor market is split by Type and by Application. For the period 2019-2030, the growth among segments provides 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 segmentation
Robo-advisor market is split by Type and by Application. For the period 2018-2029, the growth among segments provides 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
Ritholtz Wealth Management
Empower
Vanguard Personal Advisor
Wealthfront
SigFig Wealth Management
Schwab Intelligent Portfolios
SoFi
Wealthsimple
RBC
Ellevest
Acorns
Stash
Axos
Fidelity
ETRADE
Ally
Justwealth
Questrade
Qtrade

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 and Rest of Asia-Pacific)
South America (Brazil, 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 2019 to 2024.
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 by Application, with consumption value and growth rate by Type, by Application, from 2019 to 2030.
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 2019 to 2024.and Robo-advisor market forecast, by regions, by Type and by Application, with consumption value, from 2024 to 2030.
Chapter 11, market dynamics, drivers, restraints, trends, Porters Five Forces analysis.
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
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: 2019 Versus 2023 Versus 2030
1.3.2 Global Robo-advisor Consumption Value Market Share by Type in 2023
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: 2019 Versus 2023 Versus 2030
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: 2019 VS 2023 VS 2030
1.6.2 Global Robo-advisor Market Size by Region, (2019-2030)
1.6.3 North America Robo-advisor Market Size and Prospect (2019-2030)
1.6.4 Europe Robo-advisor Market Size and Prospect (2019-2030)
1.6.5 Asia-Pacific Robo-advisor Market Size and Prospect (2019-2030)
1.6.6 South America Robo-advisor Market Size and Prospect (2019-2030)
1.6.7 Middle East & Africa Robo-advisor Market Size and Prospect (2019-2030)

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 (2019-2024)
2.1.5 Betterment Recent Developments and Future Plans
2.2 Ritholtz Wealth Management
2.2.1 Ritholtz Wealth Management Details
2.2.2 Ritholtz Wealth Management Major Business
2.2.3 Ritholtz Wealth Management Robo-advisor Product and Solutions
2.2.4 Ritholtz Wealth Management Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
2.2.5 Ritholtz Wealth Management Recent Developments and Future Plans
2.3 Empower
2.3.1 Empower Details
2.3.2 Empower Major Business
2.3.3 Empower Robo-advisor Product and Solutions
2.3.4 Empower Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
2.3.5 Empower 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 (2019-2024)
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 (2019-2024)
2.5.5 Wealthfront Recent Developments and Future Plans
2.6 SigFig Wealth Management
2.6.1 SigFig Wealth Management Details
2.6.2 SigFig Wealth Management Major Business
2.6.3 SigFig Wealth Management Robo-advisor Product and Solutions
2.6.4 SigFig Wealth Management Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
2.6.5 SigFig Wealth Management Recent Developments and Future Plans
2.7 Schwab Intelligent Portfolios
2.7.1 Schwab Intelligent Portfolios Details
2.7.2 Schwab Intelligent Portfolios Major Business
2.7.3 Schwab Intelligent Portfolios Robo-advisor Product and Solutions
2.7.4 Schwab Intelligent Portfolios Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
2.7.5 Schwab Intelligent Portfolios Recent Developments and Future Plans
2.8 SoFi
2.8.1 SoFi Details
2.8.2 SoFi Major Business
2.8.3 SoFi Robo-advisor Product and Solutions
2.8.4 SoFi Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
2.8.5 SoFi Recent Developments and Future Plans
2.9 Wealthsimple
2.9.1 Wealthsimple Details
2.9.2 Wealthsimple Major Business
2.9.3 Wealthsimple Robo-advisor Product and Solutions
2.9.4 Wealthsimple Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
2.9.5 Wealthsimple Recent Developments and Future Plans
2.10 RBC
2.10.1 RBC Details
2.10.2 RBC Major Business
2.10.3 RBC Robo-advisor Product and Solutions
2.10.4 RBC Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
2.10.5 RBC 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 (2019-2024)
2.11.5 Ellevest Recent Developments and Future Plans
2.12 Acorns
2.12.1 Acorns Details
2.12.2 Acorns Major Business
2.12.3 Acorns Robo-advisor Product and Solutions
2.12.4 Acorns Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
2.12.5 Acorns Recent Developments and Future Plans
2.13 Stash
2.13.1 Stash Details
2.13.2 Stash Major Business
2.13.3 Stash Robo-advisor Product and Solutions
2.13.4 Stash Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
2.13.5 Stash Recent Developments and Future Plans
2.14 Axos
2.14.1 Axos Details
2.14.2 Axos Major Business
2.14.3 Axos Robo-advisor Product and Solutions
2.14.4 Axos Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
2.14.5 Axos Recent Developments and Future Plans
2.15 Fidelity
2.15.1 Fidelity Details
2.15.2 Fidelity Major Business
2.15.3 Fidelity Robo-advisor Product and Solutions
2.15.4 Fidelity Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
2.15.5 Fidelity Recent Developments and Future Plans
2.16 ETRADE
2.16.1 ETRADE Details
2.16.2 ETRADE Major Business
2.16.3 ETRADE Robo-advisor Product and Solutions
2.16.4 ETRADE Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
2.16.5 ETRADE Recent Developments and Future Plans
2.17 Ally
2.17.1 Ally Details
2.17.2 Ally Major Business
2.17.3 Ally Robo-advisor Product and Solutions
2.17.4 Ally Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
2.17.5 Ally Recent Developments and Future Plans
2.18 Justwealth
2.18.1 Justwealth Details
2.18.2 Justwealth Major Business
2.18.3 Justwealth Robo-advisor Product and Solutions
2.18.4 Justwealth Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
2.18.5 Justwealth Recent Developments and Future Plans
2.19 Questrade
2.19.1 Questrade Details
2.19.2 Questrade Major Business
2.19.3 Questrade Robo-advisor Product and Solutions
2.19.4 Questrade Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
2.19.5 Questrade Recent Developments and Future Plans
2.20 Qtrade
2.20.1 Qtrade Details
2.20.2 Qtrade Major Business
2.20.3 Qtrade Robo-advisor Product and Solutions
2.20.4 Qtrade Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
2.20.5 Qtrade Recent Developments and Future Plans

3 Market Competition, by Players
3.1 Global Robo-advisor Revenue and Share by Players (2019-2024)
3.2 Market Share Analysis (2023)
3.2.1 Market Share of Robo-advisor by Company Revenue
3.2.2 Top 3 Robo-advisor Players Market Share in 2023
3.2.3 Top 6 Robo-advisor Players Market Share in 2023
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 (2019-2024)
4.2 Global Robo-advisor Market Forecast by Type (2025-2030)

5 Market Size Segment by Application
5.1 Global Robo-advisor Consumption Value Market Share by Application (2019-2024)
5.2 Global Robo-advisor Market Forecast by Application (2025-2030)

6 North America
6.1 North America Robo-advisor Consumption Value by Type (2019-2030)
6.2 North America Robo-advisor Market Size by Application (2019-2030)
6.3 North America Robo-advisor Market Size by Country
6.3.1 North America Robo-advisor Consumption Value by Country (2019-2030)
6.3.2 United States Robo-advisor Market Size and Forecast (2019-2030)
6.3.3 Canada Robo-advisor Market Size and Forecast (2019-2030)
6.3.4 Mexico Robo-advisor Market Size and Forecast (2019-2030)

7 Europe
7.1 Europe Robo-advisor Consumption Value by Type (2019-2030)
7.2 Europe Robo-advisor Consumption Value by Application (2019-2030)
7.3 Europe Robo-advisor Market Size by Country
7.3.1 Europe Robo-advisor Consumption Value by Country (2019-2030)
7.3.2 Germany Robo-advisor Market Size and Forecast (2019-2030)
7.3.3 France Robo-advisor Market Size and Forecast (2019-2030)
7.3.4 United Kingdom Robo-advisor Market Size and Forecast (2019-2030)
7.3.5 Russia Robo-advisor Market Size and Forecast (2019-2030)
7.3.6 Italy Robo-advisor Market Size and Forecast (2019-2030)

8 Asia-Pacific
8.1 Asia-Pacific Robo-advisor Consumption Value by Type (2019-2030)
8.2 Asia-Pacific Robo-advisor Consumption Value by Application (2019-2030)
8.3 Asia-Pacific Robo-advisor Market Size by Region
8.3.1 Asia-Pacific Robo-advisor Consumption Value by Region (2019-2030)
8.3.2 China Robo-advisor Market Size and Forecast (2019-2030)
8.3.3 Japan Robo-advisor Market Size and Forecast (2019-2030)
8.3.4 South Korea Robo-advisor Market Size and Forecast (2019-2030)
8.3.5 India Robo-advisor Market Size and Forecast (2019-2030)
8.3.6 Southeast Asia Robo-advisor Market Size and Forecast (2019-2030)
8.3.7 Australia Robo-advisor Market Size and Forecast (2019-2030)

9 South America
9.1 South America Robo-advisor Consumption Value by Type (2019-2030)
9.2 South America Robo-advisor Consumption Value by Application (2019-2030)
9.3 South America Robo-advisor Market Size by Country
9.3.1 South America Robo-advisor Consumption Value by Country (2019-2030)
9.3.2 Brazil Robo-advisor Market Size and Forecast (2019-2030)
9.3.3 Argentina Robo-advisor Market Size and Forecast (2019-2030)

10 Middle East & Africa
10.1 Middle East & Africa Robo-advisor Consumption Value by Type (2019-2030)
10.2 Middle East & Africa Robo-advisor Consumption Value by Application (2019-2030)
10.3 Middle East & Africa Robo-advisor Market Size by Country
10.3.1 Middle East & Africa Robo-advisor Consumption Value by Country (2019-2030)
10.3.2 Turkey Robo-advisor Market Size and Forecast (2019-2030)
10.3.3 Saudi Arabia Robo-advisor Market Size and Forecast (2019-2030)
10.3.4 UAE Robo-advisor Market Size and Forecast (2019-2030)

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

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), 2019 & 2023 & 2030
Table 2. Global Robo-advisor Consumption Value by Application, (USD Million), 2019 & 2023 & 2030
Table 3. Global Robo-advisor Consumption Value by Region (2019-2024) & (USD Million)
Table 4. Global Robo-advisor Consumption Value by Region (2025-2030) & (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 (2019-2024)
Table 9. Betterment Recent Developments and Future Plans
Table 10. Ritholtz Wealth Management Company Information, Head Office, and Major Competitors
Table 11. Ritholtz Wealth Management Major Business
Table 12. Ritholtz Wealth Management Robo-advisor Product and Solutions
Table 13. Ritholtz Wealth Management Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2019-2024)
Table 14. Ritholtz Wealth Management Recent Developments and Future Plans
Table 15. Empower Company Information, Head Office, and Major Competitors
Table 16. Empower Major Business
Table 17. Empower Robo-advisor Product and Solutions
Table 18. Empower Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2019-2024)
Table 19. Vanguard Personal Advisor Company Information, Head Office, and Major Competitors
Table 20. Vanguard Personal Advisor Major Business
Table 21. Vanguard Personal Advisor Robo-advisor Product and Solutions
Table 22. Vanguard Personal Advisor Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2019-2024)
Table 23. Vanguard Personal Advisor Recent Developments and Future Plans
Table 24. Wealthfront Company Information, Head Office, and Major Competitors
Table 25. Wealthfront Major Business
Table 26. Wealthfront Robo-advisor Product and Solutions
Table 27. Wealthfront Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2019-2024)
Table 28. Wealthfront Recent Developments and Future Plans
Table 29. SigFig Wealth Management Company Information, Head Office, and Major Competitors
Table 30. SigFig Wealth Management Major Business
Table 31. SigFig Wealth Management Robo-advisor Product and Solutions
Table 32. SigFig Wealth Management Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2019-2024)
Table 33. SigFig Wealth Management Recent Developments and Future Plans
Table 34. Schwab Intelligent Portfolios Company Information, Head Office, and Major Competitors
Table 35. Schwab Intelligent Portfolios Major Business
Table 36. Schwab Intelligent Portfolios Robo-advisor Product and Solutions
Table 37. Schwab Intelligent Portfolios Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2019-2024)
Table 38. Schwab Intelligent Portfolios Recent Developments and Future Plans
Table 39. SoFi Company Information, Head Office, and Major Competitors
Table 40. SoFi Major Business
Table 41. SoFi Robo-advisor Product and Solutions
Table 42. SoFi Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2019-2024)
Table 43. SoFi Recent Developments and Future Plans
Table 44. Wealthsimple Company Information, Head Office, and Major Competitors
Table 45. Wealthsimple Major Business
Table 46. Wealthsimple Robo-advisor Product and Solutions
Table 47. Wealthsimple Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2019-2024)
Table 48. Wealthsimple Recent Developments and Future Plans
Table 49. RBC Company Information, Head Office, and Major Competitors
Table 50. RBC Major Business
Table 51. RBC Robo-advisor Product and Solutions
Table 52. RBC Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2019-2024)
Table 53. RBC Recent Developments and Future Plans
Table 54. Ellevest Company Information, Head Office, and Major Competitors
Table 55. Ellevest Major Business
Table 56. Ellevest Robo-advisor Product and Solutions
Table 57. Ellevest Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2019-2024)
Table 58. Ellevest Recent Developments and Future Plans
Table 59. Acorns Company Information, Head Office, and Major Competitors
Table 60. Acorns Major Business
Table 61. Acorns Robo-advisor Product and Solutions
Table 62. Acorns Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2019-2024)
Table 63. Acorns Recent Developments and Future Plans
Table 64. Stash Company Information, Head Office, and Major Competitors
Table 65. Stash Major Business
Table 66. Stash Robo-advisor Product and Solutions
Table 67. Stash Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2019-2024)
Table 68. Stash Recent Developments and Future Plans
Table 69. Axos Company Information, Head Office, and Major Competitors
Table 70. Axos Major Business
Table 71. Axos Robo-advisor Product and Solutions
Table 72. Axos Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2019-2024)
Table 73. Axos Recent Developments and Future Plans
Table 74. Fidelity Company Information, Head Office, and Major Competitors
Table 75. Fidelity Major Business
Table 76. Fidelity Robo-advisor Product and Solutions
Table 77. Fidelity Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2019-2024)
Table 78. Fidelity Recent Developments and Future Plans
Table 79. ETRADE Company Information, Head Office, and Major Competitors
Table 80. ETRADE Major Business
Table 81. ETRADE Robo-advisor Product and Solutions
Table 82. ETRADE Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2019-2024)
Table 83. ETRADE Recent Developments and Future Plans
Table 84. Ally Company Information, Head Office, and Major Competitors
Table 85. Ally Major Business
Table 86. Ally Robo-advisor Product and Solutions
Table 87. Ally Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2019-2024)
Table 88. Ally Recent Developments and Future Plans
Table 89. Justwealth Company Information, Head Office, and Major Competitors
Table 90. Justwealth Major Business
Table 91. Justwealth Robo-advisor Product and Solutions
Table 92. Justwealth Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2019-2024)
Table 93. Justwealth Recent Developments and Future Plans
Table 94. Questrade Company Information, Head Office, and Major Competitors
Table 95. Questrade Major Business
Table 96. Questrade Robo-advisor Product and Solutions
Table 97. Questrade Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2019-2024)
Table 98. Questrade Recent Developments and Future Plans
Table 99. Qtrade Company Information, Head Office, and Major Competitors
Table 100. Qtrade Major Business
Table 101. Qtrade Robo-advisor Product and Solutions
Table 102. Qtrade Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2019-2024)
Table 103. Qtrade Recent Developments and Future Plans
Table 104. Global Robo-advisor Revenue (USD Million) by Players (2019-2024)
Table 105. Global Robo-advisor Revenue Share by Players (2019-2024)
Table 106. Breakdown of Robo-advisor by Company Type (Tier 1, Tier 2, and Tier 3)
Table 107. Market Position of Players in Robo-advisor, (Tier 1, Tier 2, and Tier 3), Based on Revenue in 2023
Table 108. Head Office of Key Robo-advisor Players
Table 109. Robo-advisor Market: Company Product Type Footprint
Table 110. Robo-advisor Market: Company Product Application Footprint
Table 111. Robo-advisor New Market Entrants and Barriers to Market Entry
Table 112. Robo-advisor Mergers, Acquisition, Agreements, and Collaborations
Table 113. Global Robo-advisor Consumption Value (USD Million) by Type (2019-2024)
Table 114. Global Robo-advisor Consumption Value Share by Type (2019-2024)
Table 115. Global Robo-advisor Consumption Value Forecast by Type (2025-2030)
Table 116. Global Robo-advisor Consumption Value by Application (2019-2024)
Table 117. Global Robo-advisor Consumption Value Forecast by Application (2025-2030)
Table 118. North America Robo-advisor Consumption Value by Type (2019-2024) & (USD Million)
Table 119. North America Robo-advisor Consumption Value by Type (2025-2030) & (USD Million)
Table 120. North America Robo-advisor Consumption Value by Application (2019-2024) & (USD Million)
Table 121. North America Robo-advisor Consumption Value by Application (2025-2030) & (USD Million)
Table 122. North America Robo-advisor Consumption Value by Country (2019-2024) & (USD Million)
Table 123. North America Robo-advisor Consumption Value by Country (2025-2030) & (USD Million)
Table 124. Europe Robo-advisor Consumption Value by Type (2019-2024) & (USD Million)
Table 125. Europe Robo-advisor Consumption Value by Type (2025-2030) & (USD Million)
Table 126. Europe Robo-advisor Consumption Value by Application (2019-2024) & (USD Million)
Table 127. Europe Robo-advisor Consumption Value by Application (2025-2030) & (USD Million)
Table 128. Europe Robo-advisor Consumption Value by Country (2019-2024) & (USD Million)
Table 129. Europe Robo-advisor Consumption Value by Country (2025-2030) & (USD Million)
Table 130. Asia-Pacific Robo-advisor Consumption Value by Type (2019-2024) & (USD Million)
Table 131. Asia-Pacific Robo-advisor Consumption Value by Type (2025-2030) & (USD Million)
Table 132. Asia-Pacific Robo-advisor Consumption Value by Application (2019-2024) & (USD Million)
Table 133. Asia-Pacific Robo-advisor Consumption Value by Application (2025-2030) & (USD Million)
Table 134. Asia-Pacific Robo-advisor Consumption Value by Region (2019-2024) & (USD Million)
Table 135. Asia-Pacific Robo-advisor Consumption Value by Region (2025-2030) & (USD Million)
Table 136. South America Robo-advisor Consumption Value by Type (2019-2024) & (USD Million)
Table 137. South America Robo-advisor Consumption Value by Type (2025-2030) & (USD Million)
Table 138. South America Robo-advisor Consumption Value by Application (2019-2024) & (USD Million)
Table 139. South America Robo-advisor Consumption Value by Application (2025-2030) & (USD Million)
Table 140. South America Robo-advisor Consumption Value by Country (2019-2024) & (USD Million)
Table 141. South America Robo-advisor Consumption Value by Country (2025-2030) & (USD Million)
Table 142. Middle East & Africa Robo-advisor Consumption Value by Type (2019-2024) & (USD Million)
Table 143. Middle East & Africa Robo-advisor Consumption Value by Type (2025-2030) & (USD Million)
Table 144. Middle East & Africa Robo-advisor Consumption Value by Application (2019-2024) & (USD Million)
Table 145. Middle East & Africa Robo-advisor Consumption Value by Application (2025-2030) & (USD Million)
Table 146. Middle East & Africa Robo-advisor Consumption Value by Country (2019-2024) & (USD Million)
Table 147. Middle East & Africa Robo-advisor Consumption Value by Country (2025-2030) & (USD Million)
Table 148. Global Key Players of Robo-advisor Upstream (Raw Materials)
Table 149. Global Robo-advisor Typical Customers


List of Figures
Figure 1. Robo-advisor Picture
Figure 2. Global Robo-advisor Consumption Value by Type, (USD Million), 2019 & 2023 & 2030
Figure 3. Global Robo-advisor Consumption Value Market Share by Type in 2023
Figure 4. Free
Figure 5. Charge
Figure 6. Global Robo-advisor Consumption Value by Application, (USD Million), 2019 & 2023 & 2030
Figure 7. Robo-advisor Consumption Value Market Share by Application in 2023
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): 2019 & 2023 & 2030
Figure 13. Global Robo-advisor Consumption Value and Forecast (2019-2030) & (USD Million)
Figure 14. Global Market Robo-advisor Consumption Value (USD Million) Comparison by Region (2019 VS 2023 VS 2030)
Figure 15. Global Robo-advisor Consumption Value Market Share by Region (2019-2030)
Figure 16. Global Robo-advisor Consumption Value Market Share by Region in 2023
Figure 17. North America Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 18. Europe Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 19. Asia-Pacific Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 20. South America Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 21. Middle East & Africa Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 22. Company Three Recent Developments and Future Plans
Figure 23. Global Robo-advisor Revenue Share by Players in 2023
Figure 24. Robo-advisor Market Share by Company Type (Tier 1, Tier 2, and Tier 3) in 2023
Figure 25. Market Share of Robo-advisor by Player Revenue in 2023
Figure 26. Top 3 Robo-advisor Players Market Share in 2023
Figure 27. Top 6 Robo-advisor Players Market Share in 2023
Figure 28. Global Robo-advisor Consumption Value Share by Type (2019-2024)
Figure 29. Global Robo-advisor Market Share Forecast by Type (2025-2030)
Figure 30. Global Robo-advisor Consumption Value Share by Application (2019-2024)
Figure 31. Global Robo-advisor Market Share Forecast by Application (2025-2030)
Figure 32. North America Robo-advisor Consumption Value Market Share by Type (2019-2030)
Figure 33. North America Robo-advisor Consumption Value Market Share by Application (2019-2030)
Figure 34. North America Robo-advisor Consumption Value Market Share by Country (2019-2030)
Figure 35. United States Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 36. Canada Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 37. Mexico Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 38. Europe Robo-advisor Consumption Value Market Share by Type (2019-2030)
Figure 39. Europe Robo-advisor Consumption Value Market Share by Application (2019-2030)
Figure 40. Europe Robo-advisor Consumption Value Market Share by Country (2019-2030)
Figure 41. Germany Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 42. France Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 43. United Kingdom Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 44. Russia Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 45. Italy Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 46. Asia-Pacific Robo-advisor Consumption Value Market Share by Type (2019-2030)
Figure 47. Asia-Pacific Robo-advisor Consumption Value Market Share by Application (2019-2030)
Figure 48. Asia-Pacific Robo-advisor Consumption Value Market Share by Region (2019-2030)
Figure 49. China Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 50. Japan Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 51. South Korea Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 52. India Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 53. Southeast Asia Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 54. Australia Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 55. South America Robo-advisor Consumption Value Market Share by Type (2019-2030)
Figure 56. South America Robo-advisor Consumption Value Market Share by Application (2019-2030)
Figure 57. South America Robo-advisor Consumption Value Market Share by Country (2019-2030)
Figure 58. Brazil Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 59. Argentina Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 60. Middle East & Africa Robo-advisor Consumption Value Market Share by Type (2019-2030)
Figure 61. Middle East & Africa Robo-advisor Consumption Value Market Share by Application (2019-2030)
Figure 62. Middle East & Africa Robo-advisor Consumption Value Market Share by Country (2019-2030)
Figure 63. Turkey Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 64. Saudi Arabia Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 65. UAE Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 66. Robo-advisor Market Drivers
Figure 67. Robo-advisor Market Restraints
Figure 68. Robo-advisor Market Trends
Figure 69. Porters Five Forces Analysis
Figure 70. Robo-advisor Industrial Chain
Figure 71. Methodology
Figure 72. Research Process and Data Source
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Research Methodology

Client Requirements

yuan2

Review and analyze client requirements

yuan2

Discussion of all the project requirements and queries

Flexibility Check

yuan2

Project Feasibility Analysis

yuan2

Finalizing tentative research programme

yuan2

Structuring project proposal with scope, timeline, and costs

Analyzing Market Dynamics

yuan2

Determination of key drivers, restraints, challenge, and opportunity

yuan2

Identifies market needs and trends

Market Size Estimation & Forecast

yuan2

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

yuan2

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.

yuan2

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

yuan2

Cumulating and collating the essential qualitative and quantitative data

yuan2

Generation of report in client requested format by research analysts

yuan2

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
Ritholtz Wealth Management
Empower
Vanguard Personal Advisor
Wealthfront
SigFig Wealth Management
Schwab Intelligent Portfolios
SoFi
Wealthsimple
RBC
Ellevest
Acorns
Stash
Axos
Fidelity
ETRADE
Ally
Justwealth
Questrade
Qtrade
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Global Robo-advisor Market 2024 by Company, Regions, Type and Application, Forecast to 2030

Global Robo-advisor Market 2024 by Company, Regions, Type and Application, Forecast to 2030

Page: 122

Published Date: 19 Nov 2024

Category: Service & Software

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Description

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Description

According to our (Global Info Research) latest study, the global Robo-advisor market size was valued at US$ 1740570 million in 2023 and is forecast to a readjusted size of USD 2697860 million by 2030 with a CAGR of 6.5% during review period.

A robo-advisor is a digital platform that provides automated, algorithm-driven financial planning services with minimal human intervention. These platforms typically use algorithms to create and manage investment portfolios based on individual financial goals, risk tolerance, and time horizon.

Market Drivers:
Cost-Effective Solutions:
Robo-advisors offer cost-effective investment solutions compared to traditional financial advisors, making them attractive to cost-conscious investors.

Accessibility:
Robo-advisors provide easy access to investment services, allowing individuals with varying levels of wealth to benefit from professional portfolio management.

Personalization:
These platforms offer personalized investment strategies based on individual financial goals and risk profiles, enhancing the user experience and meeting diverse investor needs.

Automation and Efficiency:
Automation of investment processes streamlines portfolio management, reduces human error, and ensures consistent monitoring and rebalancing of portfolios.

Transparency:
Robo-advisors often provide transparent fee structures and investment strategies, giving investors clarity and insight into their portfolios' performance.

Market Challenges:
Limited Human Interaction:
Some investors may prefer human advisors for personalized advice and emotional support during market fluctuations, which can be lacking in robo-advisor services.

Complex Investor Needs:
Robo-advisors may struggle to address complex financial situations that require nuanced strategies and personalized guidance beyond what algorithms can provide.

Regulatory Compliance:
Compliance with financial regulations and ensuring data security and privacy are critical challenges for robo-advisor firms, especially as they handle sensitive financial information.

Market Volatility:
Rapid market changes and economic downturns can challenge robo-advisors' algorithms and strategies, potentially leading to suboptimal investment decisions.

Competition:
The increasing number of robo-advisor platforms has intensified competition in the market, requiring firms to differentiate themselves through innovative services and value propositions.

Educational Barriers:
Educating investors about the benefits and limitations of robo-advisors, as well as addressing concerns about the technology's reliability, can be a significant challenge in expanding market adoption.

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 2024, are provided.

Key Features:
Global Robo-advisor market size and forecasts, in consumption value ($ Million), 2019-2030
Global Robo-advisor market size and forecasts by region and country, in consumption value ($ Million), 2019-2030
Global Robo-advisor market size and forecasts, by Type and by Application, in consumption value ($ Million), 2019-2030
Global Robo-advisor market shares of main players, in revenue ($ Million), 2019-2024
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, revenue, gross margin, product portfolio, geographical presence, and key developments. Key companies covered as a part of this study include Betterment, Ritholtz Wealth Management, Empower, Vanguard Personal Advisor, Wealthfront, SigFig Wealth Management, Schwab Intelligent Portfolios, SoFi, Wealthsimple, RBC, etc.

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

Market segmentation
Robo-advisor market is split by Type and by Application. For the period 2019-2030, the growth among segments provides 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 segmentation
Robo-advisor market is split by Type and by Application. For the period 2018-2029, the growth among segments provides 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
Ritholtz Wealth Management
Empower
Vanguard Personal Advisor
Wealthfront
SigFig Wealth Management
Schwab Intelligent Portfolios
SoFi
Wealthsimple
RBC
Ellevest
Acorns
Stash
Axos
Fidelity
ETRADE
Ally
Justwealth
Questrade
Qtrade

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 and Rest of Asia-Pacific)
South America (Brazil, 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 2019 to 2024.
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 by Application, with consumption value and growth rate by Type, by Application, from 2019 to 2030.
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 2019 to 2024.and Robo-advisor market forecast, by regions, by Type and by Application, with consumption value, from 2024 to 2030.
Chapter 11, market dynamics, drivers, restraints, trends, Porters Five Forces analysis.
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
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: 2019 Versus 2023 Versus 2030
1.3.2 Global Robo-advisor Consumption Value Market Share by Type in 2023
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: 2019 Versus 2023 Versus 2030
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: 2019 VS 2023 VS 2030
1.6.2 Global Robo-advisor Market Size by Region, (2019-2030)
1.6.3 North America Robo-advisor Market Size and Prospect (2019-2030)
1.6.4 Europe Robo-advisor Market Size and Prospect (2019-2030)
1.6.5 Asia-Pacific Robo-advisor Market Size and Prospect (2019-2030)
1.6.6 South America Robo-advisor Market Size and Prospect (2019-2030)
1.6.7 Middle East & Africa Robo-advisor Market Size and Prospect (2019-2030)

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 (2019-2024)
2.1.5 Betterment Recent Developments and Future Plans
2.2 Ritholtz Wealth Management
2.2.1 Ritholtz Wealth Management Details
2.2.2 Ritholtz Wealth Management Major Business
2.2.3 Ritholtz Wealth Management Robo-advisor Product and Solutions
2.2.4 Ritholtz Wealth Management Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
2.2.5 Ritholtz Wealth Management Recent Developments and Future Plans
2.3 Empower
2.3.1 Empower Details
2.3.2 Empower Major Business
2.3.3 Empower Robo-advisor Product and Solutions
2.3.4 Empower Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
2.3.5 Empower 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 (2019-2024)
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 (2019-2024)
2.5.5 Wealthfront Recent Developments and Future Plans
2.6 SigFig Wealth Management
2.6.1 SigFig Wealth Management Details
2.6.2 SigFig Wealth Management Major Business
2.6.3 SigFig Wealth Management Robo-advisor Product and Solutions
2.6.4 SigFig Wealth Management Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
2.6.5 SigFig Wealth Management Recent Developments and Future Plans
2.7 Schwab Intelligent Portfolios
2.7.1 Schwab Intelligent Portfolios Details
2.7.2 Schwab Intelligent Portfolios Major Business
2.7.3 Schwab Intelligent Portfolios Robo-advisor Product and Solutions
2.7.4 Schwab Intelligent Portfolios Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
2.7.5 Schwab Intelligent Portfolios Recent Developments and Future Plans
2.8 SoFi
2.8.1 SoFi Details
2.8.2 SoFi Major Business
2.8.3 SoFi Robo-advisor Product and Solutions
2.8.4 SoFi Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
2.8.5 SoFi Recent Developments and Future Plans
2.9 Wealthsimple
2.9.1 Wealthsimple Details
2.9.2 Wealthsimple Major Business
2.9.3 Wealthsimple Robo-advisor Product and Solutions
2.9.4 Wealthsimple Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
2.9.5 Wealthsimple Recent Developments and Future Plans
2.10 RBC
2.10.1 RBC Details
2.10.2 RBC Major Business
2.10.3 RBC Robo-advisor Product and Solutions
2.10.4 RBC Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
2.10.5 RBC 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 (2019-2024)
2.11.5 Ellevest Recent Developments and Future Plans
2.12 Acorns
2.12.1 Acorns Details
2.12.2 Acorns Major Business
2.12.3 Acorns Robo-advisor Product and Solutions
2.12.4 Acorns Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
2.12.5 Acorns Recent Developments and Future Plans
2.13 Stash
2.13.1 Stash Details
2.13.2 Stash Major Business
2.13.3 Stash Robo-advisor Product and Solutions
2.13.4 Stash Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
2.13.5 Stash Recent Developments and Future Plans
2.14 Axos
2.14.1 Axos Details
2.14.2 Axos Major Business
2.14.3 Axos Robo-advisor Product and Solutions
2.14.4 Axos Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
2.14.5 Axos Recent Developments and Future Plans
2.15 Fidelity
2.15.1 Fidelity Details
2.15.2 Fidelity Major Business
2.15.3 Fidelity Robo-advisor Product and Solutions
2.15.4 Fidelity Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
2.15.5 Fidelity Recent Developments and Future Plans
2.16 ETRADE
2.16.1 ETRADE Details
2.16.2 ETRADE Major Business
2.16.3 ETRADE Robo-advisor Product and Solutions
2.16.4 ETRADE Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
2.16.5 ETRADE Recent Developments and Future Plans
2.17 Ally
2.17.1 Ally Details
2.17.2 Ally Major Business
2.17.3 Ally Robo-advisor Product and Solutions
2.17.4 Ally Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
2.17.5 Ally Recent Developments and Future Plans
2.18 Justwealth
2.18.1 Justwealth Details
2.18.2 Justwealth Major Business
2.18.3 Justwealth Robo-advisor Product and Solutions
2.18.4 Justwealth Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
2.18.5 Justwealth Recent Developments and Future Plans
2.19 Questrade
2.19.1 Questrade Details
2.19.2 Questrade Major Business
2.19.3 Questrade Robo-advisor Product and Solutions
2.19.4 Questrade Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
2.19.5 Questrade Recent Developments and Future Plans
2.20 Qtrade
2.20.1 Qtrade Details
2.20.2 Qtrade Major Business
2.20.3 Qtrade Robo-advisor Product and Solutions
2.20.4 Qtrade Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
2.20.5 Qtrade Recent Developments and Future Plans

3 Market Competition, by Players
3.1 Global Robo-advisor Revenue and Share by Players (2019-2024)
3.2 Market Share Analysis (2023)
3.2.1 Market Share of Robo-advisor by Company Revenue
3.2.2 Top 3 Robo-advisor Players Market Share in 2023
3.2.3 Top 6 Robo-advisor Players Market Share in 2023
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 (2019-2024)
4.2 Global Robo-advisor Market Forecast by Type (2025-2030)

5 Market Size Segment by Application
5.1 Global Robo-advisor Consumption Value Market Share by Application (2019-2024)
5.2 Global Robo-advisor Market Forecast by Application (2025-2030)

6 North America
6.1 North America Robo-advisor Consumption Value by Type (2019-2030)
6.2 North America Robo-advisor Market Size by Application (2019-2030)
6.3 North America Robo-advisor Market Size by Country
6.3.1 North America Robo-advisor Consumption Value by Country (2019-2030)
6.3.2 United States Robo-advisor Market Size and Forecast (2019-2030)
6.3.3 Canada Robo-advisor Market Size and Forecast (2019-2030)
6.3.4 Mexico Robo-advisor Market Size and Forecast (2019-2030)

7 Europe
7.1 Europe Robo-advisor Consumption Value by Type (2019-2030)
7.2 Europe Robo-advisor Consumption Value by Application (2019-2030)
7.3 Europe Robo-advisor Market Size by Country
7.3.1 Europe Robo-advisor Consumption Value by Country (2019-2030)
7.3.2 Germany Robo-advisor Market Size and Forecast (2019-2030)
7.3.3 France Robo-advisor Market Size and Forecast (2019-2030)
7.3.4 United Kingdom Robo-advisor Market Size and Forecast (2019-2030)
7.3.5 Russia Robo-advisor Market Size and Forecast (2019-2030)
7.3.6 Italy Robo-advisor Market Size and Forecast (2019-2030)

8 Asia-Pacific
8.1 Asia-Pacific Robo-advisor Consumption Value by Type (2019-2030)
8.2 Asia-Pacific Robo-advisor Consumption Value by Application (2019-2030)
8.3 Asia-Pacific Robo-advisor Market Size by Region
8.3.1 Asia-Pacific Robo-advisor Consumption Value by Region (2019-2030)
8.3.2 China Robo-advisor Market Size and Forecast (2019-2030)
8.3.3 Japan Robo-advisor Market Size and Forecast (2019-2030)
8.3.4 South Korea Robo-advisor Market Size and Forecast (2019-2030)
8.3.5 India Robo-advisor Market Size and Forecast (2019-2030)
8.3.6 Southeast Asia Robo-advisor Market Size and Forecast (2019-2030)
8.3.7 Australia Robo-advisor Market Size and Forecast (2019-2030)

9 South America
9.1 South America Robo-advisor Consumption Value by Type (2019-2030)
9.2 South America Robo-advisor Consumption Value by Application (2019-2030)
9.3 South America Robo-advisor Market Size by Country
9.3.1 South America Robo-advisor Consumption Value by Country (2019-2030)
9.3.2 Brazil Robo-advisor Market Size and Forecast (2019-2030)
9.3.3 Argentina Robo-advisor Market Size and Forecast (2019-2030)

10 Middle East & Africa
10.1 Middle East & Africa Robo-advisor Consumption Value by Type (2019-2030)
10.2 Middle East & Africa Robo-advisor Consumption Value by Application (2019-2030)
10.3 Middle East & Africa Robo-advisor Market Size by Country
10.3.1 Middle East & Africa Robo-advisor Consumption Value by Country (2019-2030)
10.3.2 Turkey Robo-advisor Market Size and Forecast (2019-2030)
10.3.3 Saudi Arabia Robo-advisor Market Size and Forecast (2019-2030)
10.3.4 UAE Robo-advisor Market Size and Forecast (2019-2030)

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

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), 2019 & 2023 & 2030
Table 2. Global Robo-advisor Consumption Value by Application, (USD Million), 2019 & 2023 & 2030
Table 3. Global Robo-advisor Consumption Value by Region (2019-2024) & (USD Million)
Table 4. Global Robo-advisor Consumption Value by Region (2025-2030) & (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 (2019-2024)
Table 9. Betterment Recent Developments and Future Plans
Table 10. Ritholtz Wealth Management Company Information, Head Office, and Major Competitors
Table 11. Ritholtz Wealth Management Major Business
Table 12. Ritholtz Wealth Management Robo-advisor Product and Solutions
Table 13. Ritholtz Wealth Management Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2019-2024)
Table 14. Ritholtz Wealth Management Recent Developments and Future Plans
Table 15. Empower Company Information, Head Office, and Major Competitors
Table 16. Empower Major Business
Table 17. Empower Robo-advisor Product and Solutions
Table 18. Empower Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2019-2024)
Table 19. Vanguard Personal Advisor Company Information, Head Office, and Major Competitors
Table 20. Vanguard Personal Advisor Major Business
Table 21. Vanguard Personal Advisor Robo-advisor Product and Solutions
Table 22. Vanguard Personal Advisor Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2019-2024)
Table 23. Vanguard Personal Advisor Recent Developments and Future Plans
Table 24. Wealthfront Company Information, Head Office, and Major Competitors
Table 25. Wealthfront Major Business
Table 26. Wealthfront Robo-advisor Product and Solutions
Table 27. Wealthfront Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2019-2024)
Table 28. Wealthfront Recent Developments and Future Plans
Table 29. SigFig Wealth Management Company Information, Head Office, and Major Competitors
Table 30. SigFig Wealth Management Major Business
Table 31. SigFig Wealth Management Robo-advisor Product and Solutions
Table 32. SigFig Wealth Management Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2019-2024)
Table 33. SigFig Wealth Management Recent Developments and Future Plans
Table 34. Schwab Intelligent Portfolios Company Information, Head Office, and Major Competitors
Table 35. Schwab Intelligent Portfolios Major Business
Table 36. Schwab Intelligent Portfolios Robo-advisor Product and Solutions
Table 37. Schwab Intelligent Portfolios Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2019-2024)
Table 38. Schwab Intelligent Portfolios Recent Developments and Future Plans
Table 39. SoFi Company Information, Head Office, and Major Competitors
Table 40. SoFi Major Business
Table 41. SoFi Robo-advisor Product and Solutions
Table 42. SoFi Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2019-2024)
Table 43. SoFi Recent Developments and Future Plans
Table 44. Wealthsimple Company Information, Head Office, and Major Competitors
Table 45. Wealthsimple Major Business
Table 46. Wealthsimple Robo-advisor Product and Solutions
Table 47. Wealthsimple Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2019-2024)
Table 48. Wealthsimple Recent Developments and Future Plans
Table 49. RBC Company Information, Head Office, and Major Competitors
Table 50. RBC Major Business
Table 51. RBC Robo-advisor Product and Solutions
Table 52. RBC Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2019-2024)
Table 53. RBC Recent Developments and Future Plans
Table 54. Ellevest Company Information, Head Office, and Major Competitors
Table 55. Ellevest Major Business
Table 56. Ellevest Robo-advisor Product and Solutions
Table 57. Ellevest Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2019-2024)
Table 58. Ellevest Recent Developments and Future Plans
Table 59. Acorns Company Information, Head Office, and Major Competitors
Table 60. Acorns Major Business
Table 61. Acorns Robo-advisor Product and Solutions
Table 62. Acorns Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2019-2024)
Table 63. Acorns Recent Developments and Future Plans
Table 64. Stash Company Information, Head Office, and Major Competitors
Table 65. Stash Major Business
Table 66. Stash Robo-advisor Product and Solutions
Table 67. Stash Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2019-2024)
Table 68. Stash Recent Developments and Future Plans
Table 69. Axos Company Information, Head Office, and Major Competitors
Table 70. Axos Major Business
Table 71. Axos Robo-advisor Product and Solutions
Table 72. Axos Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2019-2024)
Table 73. Axos Recent Developments and Future Plans
Table 74. Fidelity Company Information, Head Office, and Major Competitors
Table 75. Fidelity Major Business
Table 76. Fidelity Robo-advisor Product and Solutions
Table 77. Fidelity Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2019-2024)
Table 78. Fidelity Recent Developments and Future Plans
Table 79. ETRADE Company Information, Head Office, and Major Competitors
Table 80. ETRADE Major Business
Table 81. ETRADE Robo-advisor Product and Solutions
Table 82. ETRADE Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2019-2024)
Table 83. ETRADE Recent Developments and Future Plans
Table 84. Ally Company Information, Head Office, and Major Competitors
Table 85. Ally Major Business
Table 86. Ally Robo-advisor Product and Solutions
Table 87. Ally Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2019-2024)
Table 88. Ally Recent Developments and Future Plans
Table 89. Justwealth Company Information, Head Office, and Major Competitors
Table 90. Justwealth Major Business
Table 91. Justwealth Robo-advisor Product and Solutions
Table 92. Justwealth Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2019-2024)
Table 93. Justwealth Recent Developments and Future Plans
Table 94. Questrade Company Information, Head Office, and Major Competitors
Table 95. Questrade Major Business
Table 96. Questrade Robo-advisor Product and Solutions
Table 97. Questrade Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2019-2024)
Table 98. Questrade Recent Developments and Future Plans
Table 99. Qtrade Company Information, Head Office, and Major Competitors
Table 100. Qtrade Major Business
Table 101. Qtrade Robo-advisor Product and Solutions
Table 102. Qtrade Robo-advisor Revenue (USD Million), Gross Margin and Market Share (2019-2024)
Table 103. Qtrade Recent Developments and Future Plans
Table 104. Global Robo-advisor Revenue (USD Million) by Players (2019-2024)
Table 105. Global Robo-advisor Revenue Share by Players (2019-2024)
Table 106. Breakdown of Robo-advisor by Company Type (Tier 1, Tier 2, and Tier 3)
Table 107. Market Position of Players in Robo-advisor, (Tier 1, Tier 2, and Tier 3), Based on Revenue in 2023
Table 108. Head Office of Key Robo-advisor Players
Table 109. Robo-advisor Market: Company Product Type Footprint
Table 110. Robo-advisor Market: Company Product Application Footprint
Table 111. Robo-advisor New Market Entrants and Barriers to Market Entry
Table 112. Robo-advisor Mergers, Acquisition, Agreements, and Collaborations
Table 113. Global Robo-advisor Consumption Value (USD Million) by Type (2019-2024)
Table 114. Global Robo-advisor Consumption Value Share by Type (2019-2024)
Table 115. Global Robo-advisor Consumption Value Forecast by Type (2025-2030)
Table 116. Global Robo-advisor Consumption Value by Application (2019-2024)
Table 117. Global Robo-advisor Consumption Value Forecast by Application (2025-2030)
Table 118. North America Robo-advisor Consumption Value by Type (2019-2024) & (USD Million)
Table 119. North America Robo-advisor Consumption Value by Type (2025-2030) & (USD Million)
Table 120. North America Robo-advisor Consumption Value by Application (2019-2024) & (USD Million)
Table 121. North America Robo-advisor Consumption Value by Application (2025-2030) & (USD Million)
Table 122. North America Robo-advisor Consumption Value by Country (2019-2024) & (USD Million)
Table 123. North America Robo-advisor Consumption Value by Country (2025-2030) & (USD Million)
Table 124. Europe Robo-advisor Consumption Value by Type (2019-2024) & (USD Million)
Table 125. Europe Robo-advisor Consumption Value by Type (2025-2030) & (USD Million)
Table 126. Europe Robo-advisor Consumption Value by Application (2019-2024) & (USD Million)
Table 127. Europe Robo-advisor Consumption Value by Application (2025-2030) & (USD Million)
Table 128. Europe Robo-advisor Consumption Value by Country (2019-2024) & (USD Million)
Table 129. Europe Robo-advisor Consumption Value by Country (2025-2030) & (USD Million)
Table 130. Asia-Pacific Robo-advisor Consumption Value by Type (2019-2024) & (USD Million)
Table 131. Asia-Pacific Robo-advisor Consumption Value by Type (2025-2030) & (USD Million)
Table 132. Asia-Pacific Robo-advisor Consumption Value by Application (2019-2024) & (USD Million)
Table 133. Asia-Pacific Robo-advisor Consumption Value by Application (2025-2030) & (USD Million)
Table 134. Asia-Pacific Robo-advisor Consumption Value by Region (2019-2024) & (USD Million)
Table 135. Asia-Pacific Robo-advisor Consumption Value by Region (2025-2030) & (USD Million)
Table 136. South America Robo-advisor Consumption Value by Type (2019-2024) & (USD Million)
Table 137. South America Robo-advisor Consumption Value by Type (2025-2030) & (USD Million)
Table 138. South America Robo-advisor Consumption Value by Application (2019-2024) & (USD Million)
Table 139. South America Robo-advisor Consumption Value by Application (2025-2030) & (USD Million)
Table 140. South America Robo-advisor Consumption Value by Country (2019-2024) & (USD Million)
Table 141. South America Robo-advisor Consumption Value by Country (2025-2030) & (USD Million)
Table 142. Middle East & Africa Robo-advisor Consumption Value by Type (2019-2024) & (USD Million)
Table 143. Middle East & Africa Robo-advisor Consumption Value by Type (2025-2030) & (USD Million)
Table 144. Middle East & Africa Robo-advisor Consumption Value by Application (2019-2024) & (USD Million)
Table 145. Middle East & Africa Robo-advisor Consumption Value by Application (2025-2030) & (USD Million)
Table 146. Middle East & Africa Robo-advisor Consumption Value by Country (2019-2024) & (USD Million)
Table 147. Middle East & Africa Robo-advisor Consumption Value by Country (2025-2030) & (USD Million)
Table 148. Global Key Players of Robo-advisor Upstream (Raw Materials)
Table 149. Global Robo-advisor Typical Customers


List of Figures
Figure 1. Robo-advisor Picture
Figure 2. Global Robo-advisor Consumption Value by Type, (USD Million), 2019 & 2023 & 2030
Figure 3. Global Robo-advisor Consumption Value Market Share by Type in 2023
Figure 4. Free
Figure 5. Charge
Figure 6. Global Robo-advisor Consumption Value by Application, (USD Million), 2019 & 2023 & 2030
Figure 7. Robo-advisor Consumption Value Market Share by Application in 2023
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): 2019 & 2023 & 2030
Figure 13. Global Robo-advisor Consumption Value and Forecast (2019-2030) & (USD Million)
Figure 14. Global Market Robo-advisor Consumption Value (USD Million) Comparison by Region (2019 VS 2023 VS 2030)
Figure 15. Global Robo-advisor Consumption Value Market Share by Region (2019-2030)
Figure 16. Global Robo-advisor Consumption Value Market Share by Region in 2023
Figure 17. North America Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 18. Europe Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 19. Asia-Pacific Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 20. South America Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 21. Middle East & Africa Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 22. Company Three Recent Developments and Future Plans
Figure 23. Global Robo-advisor Revenue Share by Players in 2023
Figure 24. Robo-advisor Market Share by Company Type (Tier 1, Tier 2, and Tier 3) in 2023
Figure 25. Market Share of Robo-advisor by Player Revenue in 2023
Figure 26. Top 3 Robo-advisor Players Market Share in 2023
Figure 27. Top 6 Robo-advisor Players Market Share in 2023
Figure 28. Global Robo-advisor Consumption Value Share by Type (2019-2024)
Figure 29. Global Robo-advisor Market Share Forecast by Type (2025-2030)
Figure 30. Global Robo-advisor Consumption Value Share by Application (2019-2024)
Figure 31. Global Robo-advisor Market Share Forecast by Application (2025-2030)
Figure 32. North America Robo-advisor Consumption Value Market Share by Type (2019-2030)
Figure 33. North America Robo-advisor Consumption Value Market Share by Application (2019-2030)
Figure 34. North America Robo-advisor Consumption Value Market Share by Country (2019-2030)
Figure 35. United States Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 36. Canada Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 37. Mexico Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 38. Europe Robo-advisor Consumption Value Market Share by Type (2019-2030)
Figure 39. Europe Robo-advisor Consumption Value Market Share by Application (2019-2030)
Figure 40. Europe Robo-advisor Consumption Value Market Share by Country (2019-2030)
Figure 41. Germany Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 42. France Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 43. United Kingdom Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 44. Russia Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 45. Italy Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 46. Asia-Pacific Robo-advisor Consumption Value Market Share by Type (2019-2030)
Figure 47. Asia-Pacific Robo-advisor Consumption Value Market Share by Application (2019-2030)
Figure 48. Asia-Pacific Robo-advisor Consumption Value Market Share by Region (2019-2030)
Figure 49. China Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 50. Japan Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 51. South Korea Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 52. India Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 53. Southeast Asia Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 54. Australia Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 55. South America Robo-advisor Consumption Value Market Share by Type (2019-2030)
Figure 56. South America Robo-advisor Consumption Value Market Share by Application (2019-2030)
Figure 57. South America Robo-advisor Consumption Value Market Share by Country (2019-2030)
Figure 58. Brazil Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 59. Argentina Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 60. Middle East & Africa Robo-advisor Consumption Value Market Share by Type (2019-2030)
Figure 61. Middle East & Africa Robo-advisor Consumption Value Market Share by Application (2019-2030)
Figure 62. Middle East & Africa Robo-advisor Consumption Value Market Share by Country (2019-2030)
Figure 63. Turkey Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 64. Saudi Arabia Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 65. UAE Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 66. Robo-advisor Market Drivers
Figure 67. Robo-advisor Market Restraints
Figure 68. Robo-advisor Market Trends
Figure 69. Porters Five Forces Analysis
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.

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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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

  • 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
Ritholtz Wealth Management
Empower
Vanguard Personal Advisor
Wealthfront
SigFig Wealth Management
Schwab Intelligent Portfolios
SoFi
Wealthsimple
RBC
Ellevest
Acorns
Stash
Axos
Fidelity
ETRADE
Ally
Justwealth
Questrade
Qtrade
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