Global Robo-advisor Supply, Demand and Key Producers, 2024-2030

Global Robo-advisor Supply, Demand and Key Producers, 2024-2030

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Published Date: 19 Nov 2024

Category: Service & Software

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

The global Robo-advisor market size is expected to reach $ 2697860 million by 2030, rising at a market growth of 6.5% CAGR during the forecast period (2024-2030).

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 studies the global Robo-advisor demand, key companies, and key regions.

This report is a detailed and comprehensive analysis of the world market for Robo-advisor, and provides market size (US$ million) and Year-over-Year (YoY) growth, considering 2023 as the base year. This report explores demand trends and competition, as well as details the characteristics of Robo-advisor that contribute to its increasing demand across many markets.

Highlights and key features of the study
Global Robo-advisor total market, 2019-2030, (USD Million)
Global Robo-advisor total market by region & country, CAGR, 2019-2030, (USD Million)
U.S. VS China: Robo-advisor total market, key domestic companies, and share, (USD Million)
Global Robo-advisor revenue by player, revenue and market share 2019-2024, (USD Million)
Global Robo-advisor total market by Type, CAGR, 2019-2030, (USD Million)
Global Robo-advisor total market by Application, CAGR, 2019-2030, (USD Million)
This report profiles major 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.

Stakeholders would have ease in decision-making through various strategy matrices used in analyzing the world 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 2019-2030 by year with 2023 as the base year, 2024 as the estimate year, and 2025-2030 as the forecast year.

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

Global Robo-advisor Market, Segmentation by Type
Free
Charge

Global Robo-advisor Market, Segmentation by Application:
Healthcare
Retail
Education
Others

Companies Profiled:
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

Key Questions Answered
1. How big is the global Robo-advisor market?
2. What is the demand of the global Robo-advisor market?
3. What is the year over year growth of the global Robo-advisor market?
4. What is the total value of the global Robo-advisor market?
5. Who are the Major Players in the global Robo-advisor market?
6. What are the growth factors driving the market demand?
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Table of Contents

1 Supply Summary
1.1 Robo-advisor Introduction
1.2 World Robo-advisor Market Size & Forecast (2019 & 2023 & 2030)
1.3 World Robo-advisor Total Market by Region (by Headquarter Location)
1.3.1 World Robo-advisor Market Size by Region (2019-2030), (by Headquarter Location)
1.3.2 United States Based Company Robo-advisor Revenue (2019-2030)
1.3.3 China Based Company Robo-advisor Revenue (2019-2030)
1.3.4 Europe Based Company Robo-advisor Revenue (2019-2030)
1.3.5 Japan Based Company Robo-advisor Revenue (2019-2030)
1.3.6 South Korea Based Company Robo-advisor Revenue (2019-2030)
1.3.7 ASEAN Based Company Robo-advisor Revenue (2019-2030)
1.3.8 India Based Company Robo-advisor Revenue (2019-2030)
1.4 Market Drivers, Restraints and Trends
1.4.1 Robo-advisor Market Drivers
1.4.2 Factors Affecting Demand
1.4.3 Major Market Trends

2 Demand Summary
2.1 World Robo-advisor Consumption Value (2019-2030)
2.2 World Robo-advisor Consumption Value by Region
2.2.1 World Robo-advisor Consumption Value by Region (2019-2024)
2.2.2 World Robo-advisor Consumption Value Forecast by Region (2025-2030)
2.3 United States Robo-advisor Consumption Value (2019-2030)
2.4 China Robo-advisor Consumption Value (2019-2030)
2.5 Europe Robo-advisor Consumption Value (2019-2030)
2.6 Japan Robo-advisor Consumption Value (2019-2030)
2.7 South Korea Robo-advisor Consumption Value (2019-2030)
2.8 ASEAN Robo-advisor Consumption Value (2019-2030)
2.9 India Robo-advisor Consumption Value (2019-2030)

3 World Robo-advisor Companies Competitive Analysis
3.1 World Robo-advisor Revenue by Player (2019-2024)
3.2 Industry Rank and Concentration Rate (CR)
3.2.1 Global Robo-advisor Industry Rank of Major Players
3.2.2 Global Concentration Ratios (CR4) for Robo-advisor in 2023
3.2.3 Global Concentration Ratios (CR8) for Robo-advisor in 2023
3.3 Robo-advisor Company Evaluation Quadrant
3.4 Robo-advisor Market: Overall Company Footprint Analysis
3.4.1 Robo-advisor Market: Region Footprint
3.4.2 Robo-advisor Market: Company Product Type Footprint
3.4.3 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 World (by Headquarter Location)
4.1 United States VS China: Robo-advisor Revenue Comparison (by Headquarter Location)
4.1.1 United States VS China: Robo-advisor Revenue Comparison (2019 & 2023 & 2030) (by Headquarter Location)
4.1.2 United States VS China: Robo-advisor Revenue Market Share Comparison (2019 & 2023 & 2030)
4.2 United States Based Companies VS China Based Companies: Robo-advisor Consumption Value Comparison
4.2.1 United States VS China: Robo-advisor Consumption Value Comparison (2019 & 2023 & 2030)
4.2.2 United States VS China: Robo-advisor Consumption Value Market Share Comparison (2019 & 2023 & 2030)
4.3 United States Based Robo-advisor Companies and Market Share, 2019-2024
4.3.1 United States Based Robo-advisor Companies, Headquarters (States, Country)
4.3.2 United States Based Companies Robo-advisor Revenue, (2019-2024)
4.4 China Based Companies Robo-advisor Revenue and Market Share, 2019-2024
4.4.1 China Based Robo-advisor Companies, Company Headquarters (Province, Country)
4.4.2 China Based Companies Robo-advisor Revenue, (2019-2024)
4.5 Rest of World Based Robo-advisor Companies and Market Share, 2019-2024
4.5.1 Rest of World Based Robo-advisor Companies, Headquarters (Province, Country)
4.5.2 Rest of World Based Companies Robo-advisor Revenue (2019-2024)

5 Market Analysis by Type
5.1 World Robo-advisor Market Size Overview by Type: 2019 VS 2023 VS 2030
5.2 Segment Introduction by Type
5.2.1 Free
5.2.2 Charge
5.3 Market Segment by Type
5.3.1 World Robo-advisor Market Size by Type (2019-2024)
5.3.2 World Robo-advisor Market Size by Type (2025-2030)
5.3.3 World Robo-advisor Market Size Market Share by Type (2025-2030)

6 Market Analysis by Application
6.1 World Robo-advisor Market Size Overview by Application: 2019 VS 2023 VS 2030
6.2 Segment Introduction by Application
6.2.1 Healthcare
6.2.2 Retail
6.2.3 Education
6.2.4 Others
6.3 Market Segment by Application
6.3.1 World Robo-advisor Market Size by Application (2019-2024)
6.3.2 World Robo-advisor Market Size by Application (2025-2030)
6.3.3 World Robo-advisor Market Size Market Share by Application (2019-2030)

7 Company Profiles
7.1 Betterment
7.1.1 Betterment Details
7.1.2 Betterment Major Business
7.1.3 Betterment Robo-advisor Product and Services
7.1.4 Betterment Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
7.1.5 Betterment Recent Developments/Updates
7.1.6 Betterment Competitive Strengths & Weaknesses
7.2 Ritholtz Wealth Management
7.2.1 Ritholtz Wealth Management Details
7.2.2 Ritholtz Wealth Management Major Business
7.2.3 Ritholtz Wealth Management Robo-advisor Product and Services
7.2.4 Ritholtz Wealth Management Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
7.2.5 Ritholtz Wealth Management Recent Developments/Updates
7.2.6 Ritholtz Wealth Management Competitive Strengths & Weaknesses
7.3 Empower
7.3.1 Empower Details
7.3.2 Empower Major Business
7.3.3 Empower Robo-advisor Product and Services
7.3.4 Empower Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
7.3.5 Empower Recent Developments/Updates
7.3.6 Empower Competitive Strengths & Weaknesses
7.4 Vanguard Personal Advisor
7.4.1 Vanguard Personal Advisor Details
7.4.2 Vanguard Personal Advisor Major Business
7.4.3 Vanguard Personal Advisor Robo-advisor Product and Services
7.4.4 Vanguard Personal Advisor Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
7.4.5 Vanguard Personal Advisor Recent Developments/Updates
7.4.6 Vanguard Personal Advisor Competitive Strengths & Weaknesses
7.5 Wealthfront
7.5.1 Wealthfront Details
7.5.2 Wealthfront Major Business
7.5.3 Wealthfront Robo-advisor Product and Services
7.5.4 Wealthfront Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
7.5.5 Wealthfront Recent Developments/Updates
7.5.6 Wealthfront Competitive Strengths & Weaknesses
7.6 SigFig Wealth Management
7.6.1 SigFig Wealth Management Details
7.6.2 SigFig Wealth Management Major Business
7.6.3 SigFig Wealth Management Robo-advisor Product and Services
7.6.4 SigFig Wealth Management Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
7.6.5 SigFig Wealth Management Recent Developments/Updates
7.6.6 SigFig Wealth Management Competitive Strengths & Weaknesses
7.7 Schwab Intelligent Portfolios
7.7.1 Schwab Intelligent Portfolios Details
7.7.2 Schwab Intelligent Portfolios Major Business
7.7.3 Schwab Intelligent Portfolios Robo-advisor Product and Services
7.7.4 Schwab Intelligent Portfolios Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
7.7.5 Schwab Intelligent Portfolios Recent Developments/Updates
7.7.6 Schwab Intelligent Portfolios Competitive Strengths & Weaknesses
7.8 SoFi
7.8.1 SoFi Details
7.8.2 SoFi Major Business
7.8.3 SoFi Robo-advisor Product and Services
7.8.4 SoFi Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
7.8.5 SoFi Recent Developments/Updates
7.8.6 SoFi Competitive Strengths & Weaknesses
7.9 Wealthsimple
7.9.1 Wealthsimple Details
7.9.2 Wealthsimple Major Business
7.9.3 Wealthsimple Robo-advisor Product and Services
7.9.4 Wealthsimple Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
7.9.5 Wealthsimple Recent Developments/Updates
7.9.6 Wealthsimple Competitive Strengths & Weaknesses
7.10 RBC
7.10.1 RBC Details
7.10.2 RBC Major Business
7.10.3 RBC Robo-advisor Product and Services
7.10.4 RBC Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
7.10.5 RBC Recent Developments/Updates
7.10.6 RBC Competitive Strengths & Weaknesses
7.11 Ellevest
7.11.1 Ellevest Details
7.11.2 Ellevest Major Business
7.11.3 Ellevest Robo-advisor Product and Services
7.11.4 Ellevest Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
7.11.5 Ellevest Recent Developments/Updates
7.11.6 Ellevest Competitive Strengths & Weaknesses
7.12 Acorns
7.12.1 Acorns Details
7.12.2 Acorns Major Business
7.12.3 Acorns Robo-advisor Product and Services
7.12.4 Acorns Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
7.12.5 Acorns Recent Developments/Updates
7.12.6 Acorns Competitive Strengths & Weaknesses
7.13 Stash
7.13.1 Stash Details
7.13.2 Stash Major Business
7.13.3 Stash Robo-advisor Product and Services
7.13.4 Stash Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
7.13.5 Stash Recent Developments/Updates
7.13.6 Stash Competitive Strengths & Weaknesses
7.14 Axos
7.14.1 Axos Details
7.14.2 Axos Major Business
7.14.3 Axos Robo-advisor Product and Services
7.14.4 Axos Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
7.14.5 Axos Recent Developments/Updates
7.14.6 Axos Competitive Strengths & Weaknesses
7.15 Fidelity
7.15.1 Fidelity Details
7.15.2 Fidelity Major Business
7.15.3 Fidelity Robo-advisor Product and Services
7.15.4 Fidelity Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
7.15.5 Fidelity Recent Developments/Updates
7.15.6 Fidelity Competitive Strengths & Weaknesses
7.16 ETRADE
7.16.1 ETRADE Details
7.16.2 ETRADE Major Business
7.16.3 ETRADE Robo-advisor Product and Services
7.16.4 ETRADE Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
7.16.5 ETRADE Recent Developments/Updates
7.16.6 ETRADE Competitive Strengths & Weaknesses
7.17 Ally
7.17.1 Ally Details
7.17.2 Ally Major Business
7.17.3 Ally Robo-advisor Product and Services
7.17.4 Ally Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
7.17.5 Ally Recent Developments/Updates
7.17.6 Ally Competitive Strengths & Weaknesses
7.18 Justwealth
7.18.1 Justwealth Details
7.18.2 Justwealth Major Business
7.18.3 Justwealth Robo-advisor Product and Services
7.18.4 Justwealth Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
7.18.5 Justwealth Recent Developments/Updates
7.18.6 Justwealth Competitive Strengths & Weaknesses
7.19 Questrade
7.19.1 Questrade Details
7.19.2 Questrade Major Business
7.19.3 Questrade Robo-advisor Product and Services
7.19.4 Questrade Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
7.19.5 Questrade Recent Developments/Updates
7.19.6 Questrade Competitive Strengths & Weaknesses
7.20 Qtrade
7.20.1 Qtrade Details
7.20.2 Qtrade Major Business
7.20.3 Qtrade Robo-advisor Product and Services
7.20.4 Qtrade Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
7.20.5 Qtrade Recent Developments/Updates
7.20.6 Qtrade Competitive Strengths & Weaknesses

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

9 Research Findings and Conclusion

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

List of Tables
Table 1. World Robo-advisor Revenue by Region (2019, 2023 and 2030) & (USD Million), (by Headquarter Location)
Table 2. World Robo-advisor Revenue by Region (2019-2024) & (USD Million), (by Headquarter Location)
Table 3. World Robo-advisor Revenue by Region (2025-2030) & (USD Million), (by Headquarter Location)
Table 4. World Robo-advisor Revenue Market Share by Region (2019-2024), (by Headquarter Location)
Table 5. World Robo-advisor Revenue Market Share by Region (2025-2030), (by Headquarter Location)
Table 6. Major Market Trends
Table 7. World Robo-advisor Consumption Value Growth Rate Forecast by Region (2019 & 2023 & 2030) & (USD Million)
Table 8. World Robo-advisor Consumption Value by Region (2019-2024) & (USD Million)
Table 9. World Robo-advisor Consumption Value Forecast by Region (2025-2030) & (USD Million)
Table 10. World Robo-advisor Revenue by Player (2019-2024) & (USD Million)
Table 11. Revenue Market Share of Key Robo-advisor Players in 2023
Table 12. World Robo-advisor Industry Rank of Major Player, Based on Revenue in 2023
Table 13. Global Robo-advisor Company Evaluation Quadrant
Table 14. Head Office of Key Robo-advisor Players
Table 15. Robo-advisor Market: Company Product Type Footprint
Table 16. Robo-advisor Market: Company Product Application Footprint
Table 17. Robo-advisor Mergers & Acquisitions Activity
Table 18. United States VS China Robo-advisor Revenue Comparison, (2019 & 2023 & 2030) & (USD Million)
Table 19. United States VS China Robo-advisor Consumption Value Comparison, (2019 & 2023 & 2030) & (USD Million)
Table 20. United States Based Robo-advisor Companies, Headquarters (States, Country)
Table 21. United States Based Companies Robo-advisor Revenue, (2019-2024) & (USD Million)
Table 22. United States Based Companies Robo-advisor Revenue Market Share (2019-2024)
Table 23. China Based Robo-advisor Companies, Headquarters (Province, Country)
Table 24. China Based Companies Robo-advisor Revenue, (2019-2024) & (USD Million)
Table 25. China Based Companies Robo-advisor Revenue Market Share (2019-2024)
Table 26. Rest of World Based Robo-advisor Companies, Headquarters (Province, Country)
Table 27. Rest of World Based Companies Robo-advisor Revenue (2019-2024) & (USD Million)
Table 28. Rest of World Based Companies Robo-advisor Revenue Market Share (2019-2024)
Table 29. World Robo-advisor Market Size by Type, (USD Million), 2019 & 2023 & 2030
Table 30. World Robo-advisor Market Size Value by Type (2019-2024) & (USD Million)
Table 31. World Robo-advisor Market Size by Type (2025-2030) & (USD Million)
Table 32. World Robo-advisor Market Size by Application, (USD Million), 2019 & 2023 & 2030
Table 33. World Robo-advisor Market Size by Application (2019-2024) & (USD Million)
Table 34. World Robo-advisor Market Size by Application (2025-2030) & (USD Million)
Table 35. Betterment Basic Information, Manufacturing Base and Competitors
Table 36. Betterment Major Business
Table 37. Betterment Robo-advisor Product and Services
Table 38. Betterment Robo-advisor Revenue, Gross Margin and Market Share (2019-2024) & (USD Million)
Table 39. Betterment Recent Developments/Updates
Table 40. Betterment Competitive Strengths & Weaknesses
Table 41. Ritholtz Wealth Management Basic Information, Manufacturing Base and Competitors
Table 42. Ritholtz Wealth Management Major Business
Table 43. Ritholtz Wealth Management Robo-advisor Product and Services
Table 44. Ritholtz Wealth Management Robo-advisor Revenue, Gross Margin and Market Share (2019-2024) & (USD Million)
Table 45. Ritholtz Wealth Management Recent Developments/Updates
Table 46. Ritholtz Wealth Management Competitive Strengths & Weaknesses
Table 47. Empower Basic Information, Manufacturing Base and Competitors
Table 48. Empower Major Business
Table 49. Empower Robo-advisor Product and Services
Table 50. Empower Robo-advisor Revenue, Gross Margin and Market Share (2019-2024) & (USD Million)
Table 51. Empower Recent Developments/Updates
Table 52. Empower Competitive Strengths & Weaknesses
Table 53. Vanguard Personal Advisor Basic Information, Manufacturing Base and Competitors
Table 54. Vanguard Personal Advisor Major Business
Table 55. Vanguard Personal Advisor Robo-advisor Product and Services
Table 56. Vanguard Personal Advisor Robo-advisor Revenue, Gross Margin and Market Share (2019-2024) & (USD Million)
Table 57. Vanguard Personal Advisor Recent Developments/Updates
Table 58. Vanguard Personal Advisor Competitive Strengths & Weaknesses
Table 59. Wealthfront Basic Information, Manufacturing Base and Competitors
Table 60. Wealthfront Major Business
Table 61. Wealthfront Robo-advisor Product and Services
Table 62. Wealthfront Robo-advisor Revenue, Gross Margin and Market Share (2019-2024) & (USD Million)
Table 63. Wealthfront Recent Developments/Updates
Table 64. Wealthfront Competitive Strengths & Weaknesses
Table 65. SigFig Wealth Management Basic Information, Manufacturing Base and Competitors
Table 66. SigFig Wealth Management Major Business
Table 67. SigFig Wealth Management Robo-advisor Product and Services
Table 68. SigFig Wealth Management Robo-advisor Revenue, Gross Margin and Market Share (2019-2024) & (USD Million)
Table 69. SigFig Wealth Management Recent Developments/Updates
Table 70. SigFig Wealth Management Competitive Strengths & Weaknesses
Table 71. Schwab Intelligent Portfolios Basic Information, Manufacturing Base and Competitors
Table 72. Schwab Intelligent Portfolios Major Business
Table 73. Schwab Intelligent Portfolios Robo-advisor Product and Services
Table 74. Schwab Intelligent Portfolios Robo-advisor Revenue, Gross Margin and Market Share (2019-2024) & (USD Million)
Table 75. Schwab Intelligent Portfolios Recent Developments/Updates
Table 76. Schwab Intelligent Portfolios Competitive Strengths & Weaknesses
Table 77. SoFi Basic Information, Manufacturing Base and Competitors
Table 78. SoFi Major Business
Table 79. SoFi Robo-advisor Product and Services
Table 80. SoFi Robo-advisor Revenue, Gross Margin and Market Share (2019-2024) & (USD Million)
Table 81. SoFi Recent Developments/Updates
Table 82. SoFi Competitive Strengths & Weaknesses
Table 83. Wealthsimple Basic Information, Manufacturing Base and Competitors
Table 84. Wealthsimple Major Business
Table 85. Wealthsimple Robo-advisor Product and Services
Table 86. Wealthsimple Robo-advisor Revenue, Gross Margin and Market Share (2019-2024) & (USD Million)
Table 87. Wealthsimple Recent Developments/Updates
Table 88. Wealthsimple Competitive Strengths & Weaknesses
Table 89. RBC Basic Information, Manufacturing Base and Competitors
Table 90. RBC Major Business
Table 91. RBC Robo-advisor Product and Services
Table 92. RBC Robo-advisor Revenue, Gross Margin and Market Share (2019-2024) & (USD Million)
Table 93. RBC Recent Developments/Updates
Table 94. RBC Competitive Strengths & Weaknesses
Table 95. Ellevest Basic Information, Manufacturing Base and Competitors
Table 96. Ellevest Major Business
Table 97. Ellevest Robo-advisor Product and Services
Table 98. Ellevest Robo-advisor Revenue, Gross Margin and Market Share (2019-2024) & (USD Million)
Table 99. Ellevest Recent Developments/Updates
Table 100. Ellevest Competitive Strengths & Weaknesses
Table 101. Acorns Basic Information, Manufacturing Base and Competitors
Table 102. Acorns Major Business
Table 103. Acorns Robo-advisor Product and Services
Table 104. Acorns Robo-advisor Revenue, Gross Margin and Market Share (2019-2024) & (USD Million)
Table 105. Acorns Recent Developments/Updates
Table 106. Acorns Competitive Strengths & Weaknesses
Table 107. Stash Basic Information, Manufacturing Base and Competitors
Table 108. Stash Major Business
Table 109. Stash Robo-advisor Product and Services
Table 110. Stash Robo-advisor Revenue, Gross Margin and Market Share (2019-2024) & (USD Million)
Table 111. Stash Recent Developments/Updates
Table 112. Stash Competitive Strengths & Weaknesses
Table 113. Axos Basic Information, Manufacturing Base and Competitors
Table 114. Axos Major Business
Table 115. Axos Robo-advisor Product and Services
Table 116. Axos Robo-advisor Revenue, Gross Margin and Market Share (2019-2024) & (USD Million)
Table 117. Axos Recent Developments/Updates
Table 118. Axos Competitive Strengths & Weaknesses
Table 119. Fidelity Basic Information, Manufacturing Base and Competitors
Table 120. Fidelity Major Business
Table 121. Fidelity Robo-advisor Product and Services
Table 122. Fidelity Robo-advisor Revenue, Gross Margin and Market Share (2019-2024) & (USD Million)
Table 123. Fidelity Recent Developments/Updates
Table 124. Fidelity Competitive Strengths & Weaknesses
Table 125. ETRADE Basic Information, Manufacturing Base and Competitors
Table 126. ETRADE Major Business
Table 127. ETRADE Robo-advisor Product and Services
Table 128. ETRADE Robo-advisor Revenue, Gross Margin and Market Share (2019-2024) & (USD Million)
Table 129. ETRADE Recent Developments/Updates
Table 130. ETRADE Competitive Strengths & Weaknesses
Table 131. Ally Basic Information, Manufacturing Base and Competitors
Table 132. Ally Major Business
Table 133. Ally Robo-advisor Product and Services
Table 134. Ally Robo-advisor Revenue, Gross Margin and Market Share (2019-2024) & (USD Million)
Table 135. Ally Recent Developments/Updates
Table 136. Ally Competitive Strengths & Weaknesses
Table 137. Justwealth Basic Information, Manufacturing Base and Competitors
Table 138. Justwealth Major Business
Table 139. Justwealth Robo-advisor Product and Services
Table 140. Justwealth Robo-advisor Revenue, Gross Margin and Market Share (2019-2024) & (USD Million)
Table 141. Justwealth Recent Developments/Updates
Table 142. Justwealth Competitive Strengths & Weaknesses
Table 143. Questrade Basic Information, Manufacturing Base and Competitors
Table 144. Questrade Major Business
Table 145. Questrade Robo-advisor Product and Services
Table 146. Questrade Robo-advisor Revenue, Gross Margin and Market Share (2019-2024) & (USD Million)
Table 147. Questrade Recent Developments/Updates
Table 148. Questrade Competitive Strengths & Weaknesses
Table 149. Qtrade Basic Information, Manufacturing Base and Competitors
Table 150. Qtrade Major Business
Table 151. Qtrade Robo-advisor Product and Services
Table 152. Qtrade Robo-advisor Revenue, Gross Margin and Market Share (2019-2024) & (USD Million)
Table 153. Qtrade Recent Developments/Updates
Table 154. Qtrade Competitive Strengths & Weaknesses
Table 155. Global Key Players of Robo-advisor Upstream (Raw Materials)
Table 156. Global Robo-advisor Typical Customers


List of Figures
Figure 1. Robo-advisor Picture
Figure 2. World Robo-advisor Total Revenue: 2019 & 2023 & 2030, (USD Million)
Figure 3. World Robo-advisor Total Revenue (2019-2030) & (USD Million)
Figure 4. World Robo-advisor Revenue by Region (2019, 2023 and 2030) & (USD Million), (by Headquarter Location)
Figure 5. World Robo-advisor Revenue Market Share by Region (2019-2030), (by Headquarter Location)
Figure 6. United States Based Company Robo-advisor Revenue (2019-2030) & (USD Million)
Figure 7. China Based Company Robo-advisor Revenue (2019-2030) & (USD Million)
Figure 8. Europe Based Company Robo-advisor Revenue (2019-2030) & (USD Million)
Figure 9. Japan Based Company Robo-advisor Revenue (2019-2030) & (USD Million)
Figure 10. South Korea Based Company Robo-advisor Revenue (2019-2030) & (USD Million)
Figure 11. ASEAN Based Company Robo-advisor Revenue (2019-2030) & (USD Million)
Figure 12. India Based Company Robo-advisor Revenue (2019-2030) & (USD Million)
Figure 13. Robo-advisor Market Drivers
Figure 14. Factors Affecting Demand
Figure 15. World Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 16. World Robo-advisor Consumption Value Market Share by Region (2019-2030)
Figure 17. United States Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 18. China Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 19. Europe Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 20. Japan Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 21. South Korea Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 22. ASEAN Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 23. India Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 24. Producer Shipments of Robo-advisor by Player Revenue ($MM) and Market Share (%): 2023
Figure 25. Global Four-firm Concentration Ratios (CR4) for Robo-advisor Markets in 2023
Figure 26. Global Four-firm Concentration Ratios (CR8) for Robo-advisor Markets in 2023
Figure 27. United States VS China: Robo-advisor Revenue Market Share Comparison (2019 & 2023 & 2030)
Figure 28. United States VS China: Robo-advisor Consumption Value Market Share Comparison (2019 & 2023 & 2030)
Figure 29. World Robo-advisor Market Size by Type, (USD Million), 2019 & 2023 & 2030
Figure 30. World Robo-advisor Market Size Market Share by Type in 2023
Figure 31. Free
Figure 32. Charge
Figure 33. World Robo-advisor Market Size Market Share by Type (2019-2030)
Figure 34. World Robo-advisor Market Size by Application, (USD Million), 2019 & 2023 & 2030
Figure 35. World Robo-advisor Market Size Market Share by Application in 2023
Figure 36. Healthcare
Figure 37. Retail
Figure 38. Education
Figure 39. Others
Figure 40. World Robo-advisor Market Size Market Share by Application (2019-2030)
Figure 41. Robo-advisor Industrial Chain
Figure 42. Methodology
Figure 43. 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

yuan2

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

yuan2

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

tuBiao1

Data Source

yuan2

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

yuan2

Final quality check

yuan2

Clarifying queries

yuan2

Receiving feedback

yuan2

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 Supply, Demand and Key Producers, 2024-2030

Global Robo-advisor Supply, Demand and Key Producers, 2024-2030

Page: 138

Published Date: 19 Nov 2024

Category: Service & Software

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Description

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Description

The global Robo-advisor market size is expected to reach $ 2697860 million by 2030, rising at a market growth of 6.5% CAGR during the forecast period (2024-2030).

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 studies the global Robo-advisor demand, key companies, and key regions.

This report is a detailed and comprehensive analysis of the world market for Robo-advisor, and provides market size (US$ million) and Year-over-Year (YoY) growth, considering 2023 as the base year. This report explores demand trends and competition, as well as details the characteristics of Robo-advisor that contribute to its increasing demand across many markets.

Highlights and key features of the study
Global Robo-advisor total market, 2019-2030, (USD Million)
Global Robo-advisor total market by region & country, CAGR, 2019-2030, (USD Million)
U.S. VS China: Robo-advisor total market, key domestic companies, and share, (USD Million)
Global Robo-advisor revenue by player, revenue and market share 2019-2024, (USD Million)
Global Robo-advisor total market by Type, CAGR, 2019-2030, (USD Million)
Global Robo-advisor total market by Application, CAGR, 2019-2030, (USD Million)
This report profiles major 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.

Stakeholders would have ease in decision-making through various strategy matrices used in analyzing the world 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 2019-2030 by year with 2023 as the base year, 2024 as the estimate year, and 2025-2030 as the forecast year.

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

Global Robo-advisor Market, Segmentation by Type
Free
Charge

Global Robo-advisor Market, Segmentation by Application:
Healthcare
Retail
Education
Others

Companies Profiled:
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

Key Questions Answered
1. How big is the global Robo-advisor market?
2. What is the demand of the global Robo-advisor market?
3. What is the year over year growth of the global Robo-advisor market?
4. What is the total value of the global Robo-advisor market?
5. Who are the Major Players in the global Robo-advisor market?
6. What are the growth factors driving the market demand?
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Table of Contents

1 Supply Summary
1.1 Robo-advisor Introduction
1.2 World Robo-advisor Market Size & Forecast (2019 & 2023 & 2030)
1.3 World Robo-advisor Total Market by Region (by Headquarter Location)
1.3.1 World Robo-advisor Market Size by Region (2019-2030), (by Headquarter Location)
1.3.2 United States Based Company Robo-advisor Revenue (2019-2030)
1.3.3 China Based Company Robo-advisor Revenue (2019-2030)
1.3.4 Europe Based Company Robo-advisor Revenue (2019-2030)
1.3.5 Japan Based Company Robo-advisor Revenue (2019-2030)
1.3.6 South Korea Based Company Robo-advisor Revenue (2019-2030)
1.3.7 ASEAN Based Company Robo-advisor Revenue (2019-2030)
1.3.8 India Based Company Robo-advisor Revenue (2019-2030)
1.4 Market Drivers, Restraints and Trends
1.4.1 Robo-advisor Market Drivers
1.4.2 Factors Affecting Demand
1.4.3 Major Market Trends

2 Demand Summary
2.1 World Robo-advisor Consumption Value (2019-2030)
2.2 World Robo-advisor Consumption Value by Region
2.2.1 World Robo-advisor Consumption Value by Region (2019-2024)
2.2.2 World Robo-advisor Consumption Value Forecast by Region (2025-2030)
2.3 United States Robo-advisor Consumption Value (2019-2030)
2.4 China Robo-advisor Consumption Value (2019-2030)
2.5 Europe Robo-advisor Consumption Value (2019-2030)
2.6 Japan Robo-advisor Consumption Value (2019-2030)
2.7 South Korea Robo-advisor Consumption Value (2019-2030)
2.8 ASEAN Robo-advisor Consumption Value (2019-2030)
2.9 India Robo-advisor Consumption Value (2019-2030)

3 World Robo-advisor Companies Competitive Analysis
3.1 World Robo-advisor Revenue by Player (2019-2024)
3.2 Industry Rank and Concentration Rate (CR)
3.2.1 Global Robo-advisor Industry Rank of Major Players
3.2.2 Global Concentration Ratios (CR4) for Robo-advisor in 2023
3.2.3 Global Concentration Ratios (CR8) for Robo-advisor in 2023
3.3 Robo-advisor Company Evaluation Quadrant
3.4 Robo-advisor Market: Overall Company Footprint Analysis
3.4.1 Robo-advisor Market: Region Footprint
3.4.2 Robo-advisor Market: Company Product Type Footprint
3.4.3 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 World (by Headquarter Location)
4.1 United States VS China: Robo-advisor Revenue Comparison (by Headquarter Location)
4.1.1 United States VS China: Robo-advisor Revenue Comparison (2019 & 2023 & 2030) (by Headquarter Location)
4.1.2 United States VS China: Robo-advisor Revenue Market Share Comparison (2019 & 2023 & 2030)
4.2 United States Based Companies VS China Based Companies: Robo-advisor Consumption Value Comparison
4.2.1 United States VS China: Robo-advisor Consumption Value Comparison (2019 & 2023 & 2030)
4.2.2 United States VS China: Robo-advisor Consumption Value Market Share Comparison (2019 & 2023 & 2030)
4.3 United States Based Robo-advisor Companies and Market Share, 2019-2024
4.3.1 United States Based Robo-advisor Companies, Headquarters (States, Country)
4.3.2 United States Based Companies Robo-advisor Revenue, (2019-2024)
4.4 China Based Companies Robo-advisor Revenue and Market Share, 2019-2024
4.4.1 China Based Robo-advisor Companies, Company Headquarters (Province, Country)
4.4.2 China Based Companies Robo-advisor Revenue, (2019-2024)
4.5 Rest of World Based Robo-advisor Companies and Market Share, 2019-2024
4.5.1 Rest of World Based Robo-advisor Companies, Headquarters (Province, Country)
4.5.2 Rest of World Based Companies Robo-advisor Revenue (2019-2024)

5 Market Analysis by Type
5.1 World Robo-advisor Market Size Overview by Type: 2019 VS 2023 VS 2030
5.2 Segment Introduction by Type
5.2.1 Free
5.2.2 Charge
5.3 Market Segment by Type
5.3.1 World Robo-advisor Market Size by Type (2019-2024)
5.3.2 World Robo-advisor Market Size by Type (2025-2030)
5.3.3 World Robo-advisor Market Size Market Share by Type (2025-2030)

6 Market Analysis by Application
6.1 World Robo-advisor Market Size Overview by Application: 2019 VS 2023 VS 2030
6.2 Segment Introduction by Application
6.2.1 Healthcare
6.2.2 Retail
6.2.3 Education
6.2.4 Others
6.3 Market Segment by Application
6.3.1 World Robo-advisor Market Size by Application (2019-2024)
6.3.2 World Robo-advisor Market Size by Application (2025-2030)
6.3.3 World Robo-advisor Market Size Market Share by Application (2019-2030)

7 Company Profiles
7.1 Betterment
7.1.1 Betterment Details
7.1.2 Betterment Major Business
7.1.3 Betterment Robo-advisor Product and Services
7.1.4 Betterment Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
7.1.5 Betterment Recent Developments/Updates
7.1.6 Betterment Competitive Strengths & Weaknesses
7.2 Ritholtz Wealth Management
7.2.1 Ritholtz Wealth Management Details
7.2.2 Ritholtz Wealth Management Major Business
7.2.3 Ritholtz Wealth Management Robo-advisor Product and Services
7.2.4 Ritholtz Wealth Management Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
7.2.5 Ritholtz Wealth Management Recent Developments/Updates
7.2.6 Ritholtz Wealth Management Competitive Strengths & Weaknesses
7.3 Empower
7.3.1 Empower Details
7.3.2 Empower Major Business
7.3.3 Empower Robo-advisor Product and Services
7.3.4 Empower Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
7.3.5 Empower Recent Developments/Updates
7.3.6 Empower Competitive Strengths & Weaknesses
7.4 Vanguard Personal Advisor
7.4.1 Vanguard Personal Advisor Details
7.4.2 Vanguard Personal Advisor Major Business
7.4.3 Vanguard Personal Advisor Robo-advisor Product and Services
7.4.4 Vanguard Personal Advisor Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
7.4.5 Vanguard Personal Advisor Recent Developments/Updates
7.4.6 Vanguard Personal Advisor Competitive Strengths & Weaknesses
7.5 Wealthfront
7.5.1 Wealthfront Details
7.5.2 Wealthfront Major Business
7.5.3 Wealthfront Robo-advisor Product and Services
7.5.4 Wealthfront Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
7.5.5 Wealthfront Recent Developments/Updates
7.5.6 Wealthfront Competitive Strengths & Weaknesses
7.6 SigFig Wealth Management
7.6.1 SigFig Wealth Management Details
7.6.2 SigFig Wealth Management Major Business
7.6.3 SigFig Wealth Management Robo-advisor Product and Services
7.6.4 SigFig Wealth Management Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
7.6.5 SigFig Wealth Management Recent Developments/Updates
7.6.6 SigFig Wealth Management Competitive Strengths & Weaknesses
7.7 Schwab Intelligent Portfolios
7.7.1 Schwab Intelligent Portfolios Details
7.7.2 Schwab Intelligent Portfolios Major Business
7.7.3 Schwab Intelligent Portfolios Robo-advisor Product and Services
7.7.4 Schwab Intelligent Portfolios Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
7.7.5 Schwab Intelligent Portfolios Recent Developments/Updates
7.7.6 Schwab Intelligent Portfolios Competitive Strengths & Weaknesses
7.8 SoFi
7.8.1 SoFi Details
7.8.2 SoFi Major Business
7.8.3 SoFi Robo-advisor Product and Services
7.8.4 SoFi Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
7.8.5 SoFi Recent Developments/Updates
7.8.6 SoFi Competitive Strengths & Weaknesses
7.9 Wealthsimple
7.9.1 Wealthsimple Details
7.9.2 Wealthsimple Major Business
7.9.3 Wealthsimple Robo-advisor Product and Services
7.9.4 Wealthsimple Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
7.9.5 Wealthsimple Recent Developments/Updates
7.9.6 Wealthsimple Competitive Strengths & Weaknesses
7.10 RBC
7.10.1 RBC Details
7.10.2 RBC Major Business
7.10.3 RBC Robo-advisor Product and Services
7.10.4 RBC Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
7.10.5 RBC Recent Developments/Updates
7.10.6 RBC Competitive Strengths & Weaknesses
7.11 Ellevest
7.11.1 Ellevest Details
7.11.2 Ellevest Major Business
7.11.3 Ellevest Robo-advisor Product and Services
7.11.4 Ellevest Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
7.11.5 Ellevest Recent Developments/Updates
7.11.6 Ellevest Competitive Strengths & Weaknesses
7.12 Acorns
7.12.1 Acorns Details
7.12.2 Acorns Major Business
7.12.3 Acorns Robo-advisor Product and Services
7.12.4 Acorns Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
7.12.5 Acorns Recent Developments/Updates
7.12.6 Acorns Competitive Strengths & Weaknesses
7.13 Stash
7.13.1 Stash Details
7.13.2 Stash Major Business
7.13.3 Stash Robo-advisor Product and Services
7.13.4 Stash Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
7.13.5 Stash Recent Developments/Updates
7.13.6 Stash Competitive Strengths & Weaknesses
7.14 Axos
7.14.1 Axos Details
7.14.2 Axos Major Business
7.14.3 Axos Robo-advisor Product and Services
7.14.4 Axos Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
7.14.5 Axos Recent Developments/Updates
7.14.6 Axos Competitive Strengths & Weaknesses
7.15 Fidelity
7.15.1 Fidelity Details
7.15.2 Fidelity Major Business
7.15.3 Fidelity Robo-advisor Product and Services
7.15.4 Fidelity Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
7.15.5 Fidelity Recent Developments/Updates
7.15.6 Fidelity Competitive Strengths & Weaknesses
7.16 ETRADE
7.16.1 ETRADE Details
7.16.2 ETRADE Major Business
7.16.3 ETRADE Robo-advisor Product and Services
7.16.4 ETRADE Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
7.16.5 ETRADE Recent Developments/Updates
7.16.6 ETRADE Competitive Strengths & Weaknesses
7.17 Ally
7.17.1 Ally Details
7.17.2 Ally Major Business
7.17.3 Ally Robo-advisor Product and Services
7.17.4 Ally Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
7.17.5 Ally Recent Developments/Updates
7.17.6 Ally Competitive Strengths & Weaknesses
7.18 Justwealth
7.18.1 Justwealth Details
7.18.2 Justwealth Major Business
7.18.3 Justwealth Robo-advisor Product and Services
7.18.4 Justwealth Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
7.18.5 Justwealth Recent Developments/Updates
7.18.6 Justwealth Competitive Strengths & Weaknesses
7.19 Questrade
7.19.1 Questrade Details
7.19.2 Questrade Major Business
7.19.3 Questrade Robo-advisor Product and Services
7.19.4 Questrade Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
7.19.5 Questrade Recent Developments/Updates
7.19.6 Questrade Competitive Strengths & Weaknesses
7.20 Qtrade
7.20.1 Qtrade Details
7.20.2 Qtrade Major Business
7.20.3 Qtrade Robo-advisor Product and Services
7.20.4 Qtrade Robo-advisor Revenue, Gross Margin and Market Share (2019-2024)
7.20.5 Qtrade Recent Developments/Updates
7.20.6 Qtrade Competitive Strengths & Weaknesses

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

9 Research Findings and Conclusion

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

List of Tables
Table 1. World Robo-advisor Revenue by Region (2019, 2023 and 2030) & (USD Million), (by Headquarter Location)
Table 2. World Robo-advisor Revenue by Region (2019-2024) & (USD Million), (by Headquarter Location)
Table 3. World Robo-advisor Revenue by Region (2025-2030) & (USD Million), (by Headquarter Location)
Table 4. World Robo-advisor Revenue Market Share by Region (2019-2024), (by Headquarter Location)
Table 5. World Robo-advisor Revenue Market Share by Region (2025-2030), (by Headquarter Location)
Table 6. Major Market Trends
Table 7. World Robo-advisor Consumption Value Growth Rate Forecast by Region (2019 & 2023 & 2030) & (USD Million)
Table 8. World Robo-advisor Consumption Value by Region (2019-2024) & (USD Million)
Table 9. World Robo-advisor Consumption Value Forecast by Region (2025-2030) & (USD Million)
Table 10. World Robo-advisor Revenue by Player (2019-2024) & (USD Million)
Table 11. Revenue Market Share of Key Robo-advisor Players in 2023
Table 12. World Robo-advisor Industry Rank of Major Player, Based on Revenue in 2023
Table 13. Global Robo-advisor Company Evaluation Quadrant
Table 14. Head Office of Key Robo-advisor Players
Table 15. Robo-advisor Market: Company Product Type Footprint
Table 16. Robo-advisor Market: Company Product Application Footprint
Table 17. Robo-advisor Mergers & Acquisitions Activity
Table 18. United States VS China Robo-advisor Revenue Comparison, (2019 & 2023 & 2030) & (USD Million)
Table 19. United States VS China Robo-advisor Consumption Value Comparison, (2019 & 2023 & 2030) & (USD Million)
Table 20. United States Based Robo-advisor Companies, Headquarters (States, Country)
Table 21. United States Based Companies Robo-advisor Revenue, (2019-2024) & (USD Million)
Table 22. United States Based Companies Robo-advisor Revenue Market Share (2019-2024)
Table 23. China Based Robo-advisor Companies, Headquarters (Province, Country)
Table 24. China Based Companies Robo-advisor Revenue, (2019-2024) & (USD Million)
Table 25. China Based Companies Robo-advisor Revenue Market Share (2019-2024)
Table 26. Rest of World Based Robo-advisor Companies, Headquarters (Province, Country)
Table 27. Rest of World Based Companies Robo-advisor Revenue (2019-2024) & (USD Million)
Table 28. Rest of World Based Companies Robo-advisor Revenue Market Share (2019-2024)
Table 29. World Robo-advisor Market Size by Type, (USD Million), 2019 & 2023 & 2030
Table 30. World Robo-advisor Market Size Value by Type (2019-2024) & (USD Million)
Table 31. World Robo-advisor Market Size by Type (2025-2030) & (USD Million)
Table 32. World Robo-advisor Market Size by Application, (USD Million), 2019 & 2023 & 2030
Table 33. World Robo-advisor Market Size by Application (2019-2024) & (USD Million)
Table 34. World Robo-advisor Market Size by Application (2025-2030) & (USD Million)
Table 35. Betterment Basic Information, Manufacturing Base and Competitors
Table 36. Betterment Major Business
Table 37. Betterment Robo-advisor Product and Services
Table 38. Betterment Robo-advisor Revenue, Gross Margin and Market Share (2019-2024) & (USD Million)
Table 39. Betterment Recent Developments/Updates
Table 40. Betterment Competitive Strengths & Weaknesses
Table 41. Ritholtz Wealth Management Basic Information, Manufacturing Base and Competitors
Table 42. Ritholtz Wealth Management Major Business
Table 43. Ritholtz Wealth Management Robo-advisor Product and Services
Table 44. Ritholtz Wealth Management Robo-advisor Revenue, Gross Margin and Market Share (2019-2024) & (USD Million)
Table 45. Ritholtz Wealth Management Recent Developments/Updates
Table 46. Ritholtz Wealth Management Competitive Strengths & Weaknesses
Table 47. Empower Basic Information, Manufacturing Base and Competitors
Table 48. Empower Major Business
Table 49. Empower Robo-advisor Product and Services
Table 50. Empower Robo-advisor Revenue, Gross Margin and Market Share (2019-2024) & (USD Million)
Table 51. Empower Recent Developments/Updates
Table 52. Empower Competitive Strengths & Weaknesses
Table 53. Vanguard Personal Advisor Basic Information, Manufacturing Base and Competitors
Table 54. Vanguard Personal Advisor Major Business
Table 55. Vanguard Personal Advisor Robo-advisor Product and Services
Table 56. Vanguard Personal Advisor Robo-advisor Revenue, Gross Margin and Market Share (2019-2024) & (USD Million)
Table 57. Vanguard Personal Advisor Recent Developments/Updates
Table 58. Vanguard Personal Advisor Competitive Strengths & Weaknesses
Table 59. Wealthfront Basic Information, Manufacturing Base and Competitors
Table 60. Wealthfront Major Business
Table 61. Wealthfront Robo-advisor Product and Services
Table 62. Wealthfront Robo-advisor Revenue, Gross Margin and Market Share (2019-2024) & (USD Million)
Table 63. Wealthfront Recent Developments/Updates
Table 64. Wealthfront Competitive Strengths & Weaknesses
Table 65. SigFig Wealth Management Basic Information, Manufacturing Base and Competitors
Table 66. SigFig Wealth Management Major Business
Table 67. SigFig Wealth Management Robo-advisor Product and Services
Table 68. SigFig Wealth Management Robo-advisor Revenue, Gross Margin and Market Share (2019-2024) & (USD Million)
Table 69. SigFig Wealth Management Recent Developments/Updates
Table 70. SigFig Wealth Management Competitive Strengths & Weaknesses
Table 71. Schwab Intelligent Portfolios Basic Information, Manufacturing Base and Competitors
Table 72. Schwab Intelligent Portfolios Major Business
Table 73. Schwab Intelligent Portfolios Robo-advisor Product and Services
Table 74. Schwab Intelligent Portfolios Robo-advisor Revenue, Gross Margin and Market Share (2019-2024) & (USD Million)
Table 75. Schwab Intelligent Portfolios Recent Developments/Updates
Table 76. Schwab Intelligent Portfolios Competitive Strengths & Weaknesses
Table 77. SoFi Basic Information, Manufacturing Base and Competitors
Table 78. SoFi Major Business
Table 79. SoFi Robo-advisor Product and Services
Table 80. SoFi Robo-advisor Revenue, Gross Margin and Market Share (2019-2024) & (USD Million)
Table 81. SoFi Recent Developments/Updates
Table 82. SoFi Competitive Strengths & Weaknesses
Table 83. Wealthsimple Basic Information, Manufacturing Base and Competitors
Table 84. Wealthsimple Major Business
Table 85. Wealthsimple Robo-advisor Product and Services
Table 86. Wealthsimple Robo-advisor Revenue, Gross Margin and Market Share (2019-2024) & (USD Million)
Table 87. Wealthsimple Recent Developments/Updates
Table 88. Wealthsimple Competitive Strengths & Weaknesses
Table 89. RBC Basic Information, Manufacturing Base and Competitors
Table 90. RBC Major Business
Table 91. RBC Robo-advisor Product and Services
Table 92. RBC Robo-advisor Revenue, Gross Margin and Market Share (2019-2024) & (USD Million)
Table 93. RBC Recent Developments/Updates
Table 94. RBC Competitive Strengths & Weaknesses
Table 95. Ellevest Basic Information, Manufacturing Base and Competitors
Table 96. Ellevest Major Business
Table 97. Ellevest Robo-advisor Product and Services
Table 98. Ellevest Robo-advisor Revenue, Gross Margin and Market Share (2019-2024) & (USD Million)
Table 99. Ellevest Recent Developments/Updates
Table 100. Ellevest Competitive Strengths & Weaknesses
Table 101. Acorns Basic Information, Manufacturing Base and Competitors
Table 102. Acorns Major Business
Table 103. Acorns Robo-advisor Product and Services
Table 104. Acorns Robo-advisor Revenue, Gross Margin and Market Share (2019-2024) & (USD Million)
Table 105. Acorns Recent Developments/Updates
Table 106. Acorns Competitive Strengths & Weaknesses
Table 107. Stash Basic Information, Manufacturing Base and Competitors
Table 108. Stash Major Business
Table 109. Stash Robo-advisor Product and Services
Table 110. Stash Robo-advisor Revenue, Gross Margin and Market Share (2019-2024) & (USD Million)
Table 111. Stash Recent Developments/Updates
Table 112. Stash Competitive Strengths & Weaknesses
Table 113. Axos Basic Information, Manufacturing Base and Competitors
Table 114. Axos Major Business
Table 115. Axos Robo-advisor Product and Services
Table 116. Axos Robo-advisor Revenue, Gross Margin and Market Share (2019-2024) & (USD Million)
Table 117. Axos Recent Developments/Updates
Table 118. Axos Competitive Strengths & Weaknesses
Table 119. Fidelity Basic Information, Manufacturing Base and Competitors
Table 120. Fidelity Major Business
Table 121. Fidelity Robo-advisor Product and Services
Table 122. Fidelity Robo-advisor Revenue, Gross Margin and Market Share (2019-2024) & (USD Million)
Table 123. Fidelity Recent Developments/Updates
Table 124. Fidelity Competitive Strengths & Weaknesses
Table 125. ETRADE Basic Information, Manufacturing Base and Competitors
Table 126. ETRADE Major Business
Table 127. ETRADE Robo-advisor Product and Services
Table 128. ETRADE Robo-advisor Revenue, Gross Margin and Market Share (2019-2024) & (USD Million)
Table 129. ETRADE Recent Developments/Updates
Table 130. ETRADE Competitive Strengths & Weaknesses
Table 131. Ally Basic Information, Manufacturing Base and Competitors
Table 132. Ally Major Business
Table 133. Ally Robo-advisor Product and Services
Table 134. Ally Robo-advisor Revenue, Gross Margin and Market Share (2019-2024) & (USD Million)
Table 135. Ally Recent Developments/Updates
Table 136. Ally Competitive Strengths & Weaknesses
Table 137. Justwealth Basic Information, Manufacturing Base and Competitors
Table 138. Justwealth Major Business
Table 139. Justwealth Robo-advisor Product and Services
Table 140. Justwealth Robo-advisor Revenue, Gross Margin and Market Share (2019-2024) & (USD Million)
Table 141. Justwealth Recent Developments/Updates
Table 142. Justwealth Competitive Strengths & Weaknesses
Table 143. Questrade Basic Information, Manufacturing Base and Competitors
Table 144. Questrade Major Business
Table 145. Questrade Robo-advisor Product and Services
Table 146. Questrade Robo-advisor Revenue, Gross Margin and Market Share (2019-2024) & (USD Million)
Table 147. Questrade Recent Developments/Updates
Table 148. Questrade Competitive Strengths & Weaknesses
Table 149. Qtrade Basic Information, Manufacturing Base and Competitors
Table 150. Qtrade Major Business
Table 151. Qtrade Robo-advisor Product and Services
Table 152. Qtrade Robo-advisor Revenue, Gross Margin and Market Share (2019-2024) & (USD Million)
Table 153. Qtrade Recent Developments/Updates
Table 154. Qtrade Competitive Strengths & Weaknesses
Table 155. Global Key Players of Robo-advisor Upstream (Raw Materials)
Table 156. Global Robo-advisor Typical Customers


List of Figures
Figure 1. Robo-advisor Picture
Figure 2. World Robo-advisor Total Revenue: 2019 & 2023 & 2030, (USD Million)
Figure 3. World Robo-advisor Total Revenue (2019-2030) & (USD Million)
Figure 4. World Robo-advisor Revenue by Region (2019, 2023 and 2030) & (USD Million), (by Headquarter Location)
Figure 5. World Robo-advisor Revenue Market Share by Region (2019-2030), (by Headquarter Location)
Figure 6. United States Based Company Robo-advisor Revenue (2019-2030) & (USD Million)
Figure 7. China Based Company Robo-advisor Revenue (2019-2030) & (USD Million)
Figure 8. Europe Based Company Robo-advisor Revenue (2019-2030) & (USD Million)
Figure 9. Japan Based Company Robo-advisor Revenue (2019-2030) & (USD Million)
Figure 10. South Korea Based Company Robo-advisor Revenue (2019-2030) & (USD Million)
Figure 11. ASEAN Based Company Robo-advisor Revenue (2019-2030) & (USD Million)
Figure 12. India Based Company Robo-advisor Revenue (2019-2030) & (USD Million)
Figure 13. Robo-advisor Market Drivers
Figure 14. Factors Affecting Demand
Figure 15. World Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 16. World Robo-advisor Consumption Value Market Share by Region (2019-2030)
Figure 17. United States Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 18. China Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 19. Europe Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 20. Japan Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 21. South Korea Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 22. ASEAN Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 23. India Robo-advisor Consumption Value (2019-2030) & (USD Million)
Figure 24. Producer Shipments of Robo-advisor by Player Revenue ($MM) and Market Share (%): 2023
Figure 25. Global Four-firm Concentration Ratios (CR4) for Robo-advisor Markets in 2023
Figure 26. Global Four-firm Concentration Ratios (CR8) for Robo-advisor Markets in 2023
Figure 27. United States VS China: Robo-advisor Revenue Market Share Comparison (2019 & 2023 & 2030)
Figure 28. United States VS China: Robo-advisor Consumption Value Market Share Comparison (2019 & 2023 & 2030)
Figure 29. World Robo-advisor Market Size by Type, (USD Million), 2019 & 2023 & 2030
Figure 30. World Robo-advisor Market Size Market Share by Type in 2023
Figure 31. Free
Figure 32. Charge
Figure 33. World Robo-advisor Market Size Market Share by Type (2019-2030)
Figure 34. World Robo-advisor Market Size by Application, (USD Million), 2019 & 2023 & 2030
Figure 35. World Robo-advisor Market Size Market Share by Application in 2023
Figure 36. Healthcare
Figure 37. Retail
Figure 38. Education
Figure 39. Others
Figure 40. World Robo-advisor Market Size Market Share by Application (2019-2030)
Figure 41. Robo-advisor Industrial Chain
Figure 42. Methodology
Figure 43. Research Process and Data Source
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Research Methodology

Client Requirements

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Review and analyze client requirements

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Discussion of all the project requirements and queries

Flexibility Check

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Project Feasibility Analysis

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Finalizing tentative research programme

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Structuring project proposal with scope, timeline, and costs

Analyzing Market Dynamics

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Determination of key drivers, restraints, challenge, and opportunity

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Identifies market needs and trends

Market Size Estimation & Forecast

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Estimation of historical data based on secondary and primary data

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

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

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

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

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Data Source

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

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Discussion of all the project requirements and queries

Validation and triangulation of secondary and primary source.

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Collection of data

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Cumulating and collating the essential qualitative and quantitative data

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Generation of report in client requested format by research analysts

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Reviews by expert analysts

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Final quality check

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Clarifying queries

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Receiving feedback

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Ensuring satisfaction

  • 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.

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    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.

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    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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