
Personal Finance Management Global Market Report 2025
Description
Personal Finance Management Global Market Report 2025 from The Business Research Company provides strategists, marketers and senior management with the critical information they need to assess the market.
This report focuses on personal finance management market which is experiencing strong growth. The report gives a guide to the trends which will be shaping the market over the next ten years and beyond.
Reasons to Purchase
Where is the largest and fastest growing market for personal finance management ? How does the market relate to the overall economy, demography and other similar markets? What forces will shape the market going forward, including technological disruption, regulatory shifts, and changing consumer preferences? The personal finance management market global report from the Business Research Company answers all these questions and many more.
The report covers market characteristics, size and growth, segmentation, regional and country breakdowns, competitive landscape, market shares, trends and strategies for this market. It traces the market’s historic and forecast market growth by geography.
Markets Covered:1) By Component: Software; Services
2) By Technology Type: Machine Learning; Predictive Analytics; Natural Language Processing
3) By Platform: Web-Based; Mobile-Based
4) By Application: Budget Management; Investment Management; Debt Management; Retirement Planning; Expense Tracking
5) By End-User: Individual Consumers; Financial Institutions
Subsegments:
1) By Software: Budgeting Software; Investment Tracking Software; Tax Management Software; Debt Management Software; Retirement Planning Software; Mobile Applications
2) By Services: Managed Services; Consulting Services; Support And Maintenance Services; Financial Advisory Services
Companies Mentioned: Intuit Inc.; Empower Personal Wealth LLC; Revolut Ltd.; Social Finance Inc.; Zeta Help Inc.; Chime Financial Inc.; Quicken Inc.; Betterment LLC; Perfios Software Solutions Pvt. Ltd.; Albert Inc.; Stash Financial Inc.; Acorns Grow Inc.; Monarch Money Inc.; Dayspring Technologies Inc.; Spendee A.S.; Toshl Inc.; Buxfer Inc.; CountAbout Corporation; PocketGuard Inc.; Vrid Wealth Technology Solutions Pvt Ltd.
Countries: Australia; Brazil; China; France; Germany; India; Indonesia; Japan; Russia; South Korea; UK; USA; Canada; Italy; Spain.
Regions: Asia-Pacific; Western Europe; Eastern Europe; North America; South America; Middle East; Africa
Time Series: Five years historic and ten years forecast.
Data: Ratios of market size and growth to related markets, GDP proportions, expenditure per capita,
Data Segmentations: country and regional historic and forecast data, market share of competitors, market segments.
Sourcing and Referencing: Data and analysis throughout the report is sourced using end notes.
Delivery Format: PDF, Word and Excel Data Dashboard.
Please Note: Report will be updated with the latest data and delivered to you within 3-5 working days of order.
This report focuses on personal finance management market which is experiencing strong growth. The report gives a guide to the trends which will be shaping the market over the next ten years and beyond.
Reasons to Purchase
- Gain a truly global perspective with the most comprehensive report available on this market covering 15 geographies.
- Assess the impact of key macro factors such as geopolitical conflicts, trade policies and tariffs, post-pandemic supply chain realignment, inflation and interest rate fluctuations, and evolving regulatory landscapes.
- Create regional and country strategies on the basis of local data and analysis.
- Identify growth segments for investment.
- Outperform competitors using forecast data and the drivers and trends shaping the market.
- Understand customers based on the latest market shares.
- Benchmark performance against key competitors.
- Suitable for supporting your internal and external presentations with reliable high quality data and analysis
- Report will be updated with the latest data and delivered to you within 2-3 working days of order along with an Excel data sheet for easy data extraction and analysis.
- All data from the report will also be delivered in an excel dashboard format.
Where is the largest and fastest growing market for personal finance management ? How does the market relate to the overall economy, demography and other similar markets? What forces will shape the market going forward, including technological disruption, regulatory shifts, and changing consumer preferences? The personal finance management market global report from the Business Research Company answers all these questions and many more.
The report covers market characteristics, size and growth, segmentation, regional and country breakdowns, competitive landscape, market shares, trends and strategies for this market. It traces the market’s historic and forecast market growth by geography.
- The market characteristics section of the report defines and explains the market.
- The market size section gives the market size ($b) covering both the historic growth of the market, and forecasting its development.
- The forecasts are made after considering the major factors currently impacting the market. These include:
- The forecasts are made after considering the major factors currently impacting the market. These include the technological advancements such as AI and automation, Russia-Ukraine war, trade tariffs (government-imposed import/export duties), elevated inflation and interest rates.
- Market segmentations break down the market into sub markets.
- The regional and country breakdowns section gives an analysis of the market in each geography and the size of the market by geography and compares their historic and forecast growth.
- The competitive landscape chapter gives a description of the competitive nature of the market, market shares, and a description of the leading companies. Key financial deals which have shaped the market in recent years are identified.
- The trends and strategies section analyses the shape of the market as it emerges from the crisis and suggests how companies can grow as the market recovers.
Markets Covered:1) By Component: Software; Services
2) By Technology Type: Machine Learning; Predictive Analytics; Natural Language Processing
3) By Platform: Web-Based; Mobile-Based
4) By Application: Budget Management; Investment Management; Debt Management; Retirement Planning; Expense Tracking
5) By End-User: Individual Consumers; Financial Institutions
Subsegments:
1) By Software: Budgeting Software; Investment Tracking Software; Tax Management Software; Debt Management Software; Retirement Planning Software; Mobile Applications
2) By Services: Managed Services; Consulting Services; Support And Maintenance Services; Financial Advisory Services
Companies Mentioned: Intuit Inc.; Empower Personal Wealth LLC; Revolut Ltd.; Social Finance Inc.; Zeta Help Inc.; Chime Financial Inc.; Quicken Inc.; Betterment LLC; Perfios Software Solutions Pvt. Ltd.; Albert Inc.; Stash Financial Inc.; Acorns Grow Inc.; Monarch Money Inc.; Dayspring Technologies Inc.; Spendee A.S.; Toshl Inc.; Buxfer Inc.; CountAbout Corporation; PocketGuard Inc.; Vrid Wealth Technology Solutions Pvt Ltd.
Countries: Australia; Brazil; China; France; Germany; India; Indonesia; Japan; Russia; South Korea; UK; USA; Canada; Italy; Spain.
Regions: Asia-Pacific; Western Europe; Eastern Europe; North America; South America; Middle East; Africa
Time Series: Five years historic and ten years forecast.
Data: Ratios of market size and growth to related markets, GDP proportions, expenditure per capita,
Data Segmentations: country and regional historic and forecast data, market share of competitors, market segments.
Sourcing and Referencing: Data and analysis throughout the report is sourced using end notes.
Delivery Format: PDF, Word and Excel Data Dashboard.
Please Note: Report will be updated with the latest data and delivered to you within 3-5 working days of order.
Table of Contents
250 Pages
- 1. Executive Summary
- 2. Personal Finance Management Market Characteristics
- 3. Personal Finance Management Market Trends And Strategies
- 4. Personal Finance Management Market - Macro Economic Scenario Including The Impact Of Interest Rates, Inflation, Geopolitics, Trade Wars and Tariffs, And Covid And Recovery On The Market
- 4.1. Supply Chain Impact from Tariff War & Trade Protectionism
- 5. Global Personal Finance Management Growth Analysis And Strategic Analysis Framework
- 5.1. Global Personal Finance Management PESTEL Analysis (Political, Social, Technological, Environmental and Legal Factors, Drivers and Restraints)
- 5.2. Analysis Of End Use Industries
- 5.3. Global Personal Finance Management Market Growth Rate Analysis
- 5.4. Global Personal Finance Management Historic Market Size and Growth, 2019 - 2024, Value ($ Billion)
- 5.5. Global Personal Finance Management Forecast Market Size and Growth, 2024 - 2029, 2034F, Value ($ Billion)
- 5.6. Global Personal Finance Management Total Addressable Market (TAM)
- 6. Personal Finance Management Market Segmentation
- 6.1. Global Personal Finance Management Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- Software
- Services
- 6.2. Global Personal Finance Management Market, Segmentation By Technology Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- Machine Learning
- Predictive Analytics
- Natural Language Processing
- 6.3. Global Personal Finance Management Market, Segmentation By Platform, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- Web-Based
- Mobile-Based
- 6.4. Global Personal Finance Management Market, Segmentation By Application, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- Budget Management
- Investment Management
- Debt Management
- Retirement Planning
- Expense Tracking
- 6.5. Global Personal Finance Management Market, Segmentation By End-User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- Individual Consumers
- Financial Institutions
- 6.6. Global Personal Finance Management Market, Sub-Segmentation Of Software, By Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- Budgeting Software
- Investment Tracking Software
- Tax Management Software
- Debt Management Software
- Retirement Planning Software
- Mobile Applications
- 6.7. Global Personal Finance Management Market, Sub-Segmentation Of Services, By Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- Managed Services
- Consulting Services
- Support And Maintenance Services
- 7. Personal Finance Management Market Regional And Country Analysis
- 7.1. Global Personal Finance Management Market, Split By Region, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 7.2. Global Personal Finance Management Market, Split By Country, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 8. Asia-Pacific Personal Finance Management Market
- 8.1. Asia-Pacific Personal Finance Management Market Overview
- Region Information, Market Information, Background Information, Government Initiatives, Regulations, Regulatory Bodies, Major Associations, Taxes Levied, Corporate Tax Structure, Investments, Major Companies
- 8.2. Asia-Pacific Personal Finance Management Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 8.3. Asia-Pacific Personal Finance Management Market, Segmentation By Technology Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 8.4. Asia-Pacific Personal Finance Management Market, Segmentation By Platform, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 9. China Personal Finance Management Market
- 9.1. China Personal Finance Management Market Overview
- 9.2. China Personal Finance Management Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F,$ Billion
- 9.3. China Personal Finance Management Market, Segmentation By Technology Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F,$ Billion
- 9.4. China Personal Finance Management Market, Segmentation By Platform, Historic and Forecast, 2019-2024, 2024-2029F, 2034F,$ Billion
- 10. India Personal Finance Management Market
- 10.1. India Personal Finance Management Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 10.2. India Personal Finance Management Market, Segmentation By Technology Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 10.3. India Personal Finance Management Market, Segmentation By Platform, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 11. Japan Personal Finance Management Market
- 11.1. Japan Personal Finance Management Market Overview
- 11.2. Japan Personal Finance Management Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 11.3. Japan Personal Finance Management Market, Segmentation By Technology Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 11.4. Japan Personal Finance Management Market, Segmentation By Platform, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 12. Australia Personal Finance Management Market
- 12.1. Australia Personal Finance Management Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 12.2. Australia Personal Finance Management Market, Segmentation By Technology Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 12.3. Australia Personal Finance Management Market, Segmentation By Platform, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 13. Indonesia Personal Finance Management Market
- 13.1. Indonesia Personal Finance Management Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 13.2. Indonesia Personal Finance Management Market, Segmentation By Technology Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 13.3. Indonesia Personal Finance Management Market, Segmentation By Platform, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 14. South Korea Personal Finance Management Market
- 14.1. South Korea Personal Finance Management Market Overview
- 14.2. South Korea Personal Finance Management Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 14.3. South Korea Personal Finance Management Market, Segmentation By Technology Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 14.4. South Korea Personal Finance Management Market, Segmentation By Platform, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 15. Western Europe Personal Finance Management Market
- 15.1. Western Europe Personal Finance Management Market Overview
- 15.2. Western Europe Personal Finance Management Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 15.3. Western Europe Personal Finance Management Market, Segmentation By Technology Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 15.4. Western Europe Personal Finance Management Market, Segmentation By Platform, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 16. UK Personal Finance Management Market
- 16.1. UK Personal Finance Management Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 16.2. UK Personal Finance Management Market, Segmentation By Technology Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 16.3. UK Personal Finance Management Market, Segmentation By Platform, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 17. Germany Personal Finance Management Market
- 17.1. Germany Personal Finance Management Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 17.2. Germany Personal Finance Management Market, Segmentation By Technology Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 17.3. Germany Personal Finance Management Market, Segmentation By Platform, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 18. France Personal Finance Management Market
- 18.1. France Personal Finance Management Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 18.2. France Personal Finance Management Market, Segmentation By Technology Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 18.3. France Personal Finance Management Market, Segmentation By Platform, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 19. Italy Personal Finance Management Market
- 19.1. Italy Personal Finance Management Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 19.2. Italy Personal Finance Management Market, Segmentation By Technology Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 19.3. Italy Personal Finance Management Market, Segmentation By Platform, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 20. Spain Personal Finance Management Market
- 20.1. Spain Personal Finance Management Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 20.2. Spain Personal Finance Management Market, Segmentation By Technology Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 20.3. Spain Personal Finance Management Market, Segmentation By Platform, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 21. Eastern Europe Personal Finance Management Market
- 21.1. Eastern Europe Personal Finance Management Market Overview
- 21.2. Eastern Europe Personal Finance Management Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 21.3. Eastern Europe Personal Finance Management Market, Segmentation By Technology Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 21.4. Eastern Europe Personal Finance Management Market, Segmentation By Platform, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 22. Russia Personal Finance Management Market
- 22.1. Russia Personal Finance Management Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 22.2. Russia Personal Finance Management Market, Segmentation By Technology Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 22.3. Russia Personal Finance Management Market, Segmentation By Platform, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 23. North America Personal Finance Management Market
- 23.1. North America Personal Finance Management Market Overview
- 23.2. North America Personal Finance Management Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 23.3. North America Personal Finance Management Market, Segmentation By Technology Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 23.4. North America Personal Finance Management Market, Segmentation By Platform, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 24. USA Personal Finance Management Market
- 24.1. USA Personal Finance Management Market Overview
- 24.2. USA Personal Finance Management Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 24.3. USA Personal Finance Management Market, Segmentation By Technology Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 24.4. USA Personal Finance Management Market, Segmentation By Platform, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 25. Canada Personal Finance Management Market
- 25.1. Canada Personal Finance Management Market Overview
- 25.2. Canada Personal Finance Management Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 25.3. Canada Personal Finance Management Market, Segmentation By Technology Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 25.4. Canada Personal Finance Management Market, Segmentation By Platform, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 26. South America Personal Finance Management Market
- 26.1. South America Personal Finance Management Market Overview
- 26.2. South America Personal Finance Management Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 26.3. South America Personal Finance Management Market, Segmentation By Technology Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 26.4. South America Personal Finance Management Market, Segmentation By Platform, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 27. Brazil Personal Finance Management Market
- 27.1. Brazil Personal Finance Management Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 27.2. Brazil Personal Finance Management Market, Segmentation By Technology Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 27.3. Brazil Personal Finance Management Market, Segmentation By Platform, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 28. Middle East Personal Finance Management Market
- 28.1. Middle East Personal Finance Management Market Overview
- 28.2. Middle East Personal Finance Management Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 28.3. Middle East Personal Finance Management Market, Segmentation By Technology Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 28.4. Middle East Personal Finance Management Market, Segmentation By Platform, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 29. Africa Personal Finance Management Market
- 29.1. Africa Personal Finance Management Market Overview
- 29.2. Africa Personal Finance Management Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 29.3. Africa Personal Finance Management Market, Segmentation By Technology Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 29.4. Africa Personal Finance Management Market, Segmentation By Platform, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 30. Personal Finance Management Market Competitive Landscape And Company Profiles
- 30.1. Personal Finance Management Market Competitive Landscape
- 30.2. Personal Finance Management Market Company Profiles
- 30.2.1. Intuit Inc. Overview, Products and Services, Strategy and Financial Analysis
- 30.2.2. Empower Personal Wealth LLC Overview, Products and Services, Strategy and Financial Analysis
- 30.2.3. Revolut Ltd. Overview, Products and Services, Strategy and Financial Analysis
- 30.2.4. Social Finance Inc. Overview, Products and Services, Strategy and Financial Analysis
- 30.2.5. Zeta Help Inc. Overview, Products and Services, Strategy and Financial Analysis
- 31. Personal Finance Management Market Other Major And Innovative Companies
- 31.1. Chime Financial Inc.
- 31.2. Quicken Inc.
- 31.3. Betterment LLC
- 31.4. Perfios Software Solutions Pvt. Ltd.
- 31.5. Albert Inc.
- 31.6. Stash Financial Inc.
- 31.7. Acorns Grow Inc.
- 31.8. Monarch Money Inc.
- 31.9. Dayspring Technologies Inc.
- 31.10. Spendee A.S.
- 31.11. Toshl Inc.
- 31.12. Buxfer Inc.
- 31.13. CountAbout Corporation
- 31.14. PocketGuard Inc.
- 31.15. Vrid Wealth Technology Solutions Pvt Ltd
- 32. Global Personal Finance Management Market Competitive Benchmarking And Dashboard
- 33. Key Mergers And Acquisitions In The Personal Finance Management Market
- 34. Recent Developments In The Personal Finance Management Market
- 35. Personal Finance Management Market High Potential Countries, Segments and Strategies
- 35.1 Personal Finance Management Market In 2029 - Countries Offering Most New Opportunities
- 35.2 Personal Finance Management Market In 2029 - Segments Offering Most New Opportunities
- 35.3 Personal Finance Management Market In 2029 - Growth Strategies
- 35.3.1 Market Trend Based Strategies
- 35.3.2 Competitor Strategies
- 36. Appendix
- 36.1. Abbreviations
- 36.2. Currencies
- 36.3. Historic And Forecast Inflation Rates
- 36.4. Research Inquiries
- 36.5. The Business Research Company
- 36.6. Copyright And Disclaimer
Pricing
Currency Rates
Questions or Comments?
Our team has the ability to search within reports to verify it suits your needs. We can also help maximize your budget by finding sections of reports you can purchase.