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Personal Finance Management Global Market Report 2025

Published Sep 19, 2025
Length 250 Pages
SKU # BRC20412325

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
  • 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.
Description:

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.
Scope

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
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