
Robo Advisory Global Market Report 2025 Including: 1) By Service Type: Direct Plan-Based Or Goal-Based; Comprehensive Wealth Advisory 2) By Provider: Fintech Robo Advisors; Banks; Traditional Wealth Managers 3) By Business Model: Pure Robo Advisors; Hybri
Description
Robo Advisory 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 robo advisory 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 robo advisory ? How does the market relate to the overall economy, demography and other similar markets? What forces will shape the market going forward? The robo advisory 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 Service Type: Direct Plan-Based Or Goal-Based; Comprehensive Wealth Advisory
2) By Provider: Fintech Robo Advisors; Banks; Traditional Wealth Managers; Other Providers
3) By Business Model: Pure Robo Advisors; Hybrid Robo Advisors
4) By End User: Healthcare; Education; Retail; Other End Users
Subsegments:
1) By Direct Plan-Based Or Goal-Based: Retirement Planning; Education Savings Plans; Investment Goal Setting; Tax Optimization Strategies
2) By Comprehensive Wealth Advisory: Holistic Financial Planning; Asset Management Services; Estate Planning; Portfolio Diversification Strategies
Companies Mentioned: Betterment LLC; Charles Schwab & Co. Inc.; Wealthfront Corporation; Personal Capital Corporation; Bambu Labs Inc.
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 robo advisory 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 conflict, pandemic and recovery, inflation and interest rate environment and the 2nd Trump presidency.
- 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 robo advisory ? How does the market relate to the overall economy, demography and other similar markets? What forces will shape the market going forward? The robo advisory 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 Russia-Ukraine war, rising inflation, higher interest rates, and the legacy of the COVID-19 pandemic.
- 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. It covers the growth trajectory of COVID-19 for all regions, key developed countries and major emerging markets.
- 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 Service Type: Direct Plan-Based Or Goal-Based; Comprehensive Wealth Advisory
2) By Provider: Fintech Robo Advisors; Banks; Traditional Wealth Managers; Other Providers
3) By Business Model: Pure Robo Advisors; Hybrid Robo Advisors
4) By End User: Healthcare; Education; Retail; Other End Users
Subsegments:
1) By Direct Plan-Based Or Goal-Based: Retirement Planning; Education Savings Plans; Investment Goal Setting; Tax Optimization Strategies
2) By Comprehensive Wealth Advisory: Holistic Financial Planning; Asset Management Services; Estate Planning; Portfolio Diversification Strategies
Companies Mentioned: Betterment LLC; Charles Schwab & Co. Inc.; Wealthfront Corporation; Personal Capital Corporation; Bambu Labs Inc.
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
200 Pages
- 1. Executive Summary
- 2. Robo Advisory Market Characteristics
- 3. Robo Advisory Market Trends And Strategies
- 4. Robo Advisory Market - Macro Economic Scenario Including The Impact Of Interest Rates, Inflation, Geopolitics And Covid And Recovery On The Market
- 5. Global Robo Advisory Growth Analysis And Strategic Analysis Framework
- 5.1. Global Robo Advisory PESTEL Analysis (Political, Social, Technological, Environmental and Legal Factors, Drivers and Restraints)
- 5.2. Analysis Of End Use Industries
- 5.3. Global Robo Advisory Market Growth Rate Analysis
- 5.4. Global Robo Advisory Historic Market Size and Growth, 2019 - 2024, Value ($ Billion)
- 5.5. Global Robo Advisory Forecast Market Size and Growth, 2024 - 2029, 2034F, Value ($ Billion)
- 5.6. Global Robo Advisory Total Addressable Market (TAM)
- 6. Robo Advisory Market Segmentation
- 6.1. Global Robo Advisory Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- Direct Plan-Based/Goal-Based
- Comprehensive Wealth Advisory
- 6.2. Global Robo Advisory Market, Segmentation By Provider, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- Fintech Robo Advisors
- Banks
- Traditional Wealth Managers
- Other Providers
- 6.3. Global Robo Advisory Market, Segmentation By End User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- Healthcare
- Education
- Retail
- Other End Users
- 6.4. Global Robo Advisory Market, Sub-Segmentation Of Direct Plan-Based Or Goal-Based, By Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- Retirement Planning
- Education Savings Plans
- Investment Goal Setting
- Tax Optimization Strategies
- 6.5. Global Robo Advisory Market, Sub-Segmentation Of Comprehensive Wealth Advisory, By Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- Holistic Financial Planning
- Asset Management Services
- Estate Planning
- Portfolio Diversification Strategies
- 7. Robo Advisory Market Regional And Country Analysis
- 7.1. Global Robo Advisory Market, Split By Region, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 7.2. Global Robo Advisory Market, Split By Country, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 8. Asia-Pacific Robo Advisory Market
- 8.1. Asia-Pacific Robo Advisory 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 Robo Advisory Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 8.3. Asia-Pacific Robo Advisory Market, Segmentation By Provider, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 8.4. Asia-Pacific Robo Advisory Market, Segmentation By End User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 9. China Robo Advisory Market
- 9.1. China Robo Advisory Market Overview
- 9.2. China Robo Advisory Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F,$ Billion
- 9.3. China Robo Advisory Market, Segmentation By Provider, Historic and Forecast, 2019-2024, 2024-2029F, 2034F,$ Billion
- 9.4. China Robo Advisory Market, Segmentation By End User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F,$ Billion
- 10. India Robo Advisory Market
- 10.1. India Robo Advisory Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 10.2. India Robo Advisory Market, Segmentation By Provider, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 10.3. India Robo Advisory Market, Segmentation By End User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 11. Japan Robo Advisory Market
- 11.1. Japan Robo Advisory Market Overview
- 11.2. Japan Robo Advisory Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 11.3. Japan Robo Advisory Market, Segmentation By Provider, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 11.4. Japan Robo Advisory Market, Segmentation By End User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 12. Australia Robo Advisory Market
- 12.1. Australia Robo Advisory Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 12.2. Australia Robo Advisory Market, Segmentation By Provider, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 12.3. Australia Robo Advisory Market, Segmentation By End User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 13. Indonesia Robo Advisory Market
- 13.1. Indonesia Robo Advisory Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 13.2. Indonesia Robo Advisory Market, Segmentation By Provider, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 13.3. Indonesia Robo Advisory Market, Segmentation By End User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 14. South Korea Robo Advisory Market
- 14.1. South Korea Robo Advisory Market Overview
- 14.2. South Korea Robo Advisory Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 14.3. South Korea Robo Advisory Market, Segmentation By Provider, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 14.4. South Korea Robo Advisory Market, Segmentation By End User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 15. Western Europe Robo Advisory Market
- 15.1. Western Europe Robo Advisory Market Overview
- 15.2. Western Europe Robo Advisory Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 15.3. Western Europe Robo Advisory Market, Segmentation By Provider, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 15.4. Western Europe Robo Advisory Market, Segmentation By End User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 16. UK Robo Advisory Market
- 16.1. UK Robo Advisory Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 16.2. UK Robo Advisory Market, Segmentation By Provider, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 16.3. UK Robo Advisory Market, Segmentation By End User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 17. Germany Robo Advisory Market
- 17.1. Germany Robo Advisory Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 17.2. Germany Robo Advisory Market, Segmentation By Provider, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 17.3. Germany Robo Advisory Market, Segmentation By End User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 18. France Robo Advisory Market
- 18.1. France Robo Advisory Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 18.2. France Robo Advisory Market, Segmentation By Provider, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 18.3. France Robo Advisory Market, Segmentation By End User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 19. Italy Robo Advisory Market
- 19.1. Italy Robo Advisory Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 19.2. Italy Robo Advisory Market, Segmentation By Provider, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 19.3. Italy Robo Advisory Market, Segmentation By End User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 20. Spain Robo Advisory Market
- 20.1. Spain Robo Advisory Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 20.2. Spain Robo Advisory Market, Segmentation By Provider, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 20.3. Spain Robo Advisory Market, Segmentation By End User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 21. Eastern Europe Robo Advisory Market
- 21.1. Eastern Europe Robo Advisory Market Overview
- 21.2. Eastern Europe Robo Advisory Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 21.3. Eastern Europe Robo Advisory Market, Segmentation By Provider, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 21.4. Eastern Europe Robo Advisory Market, Segmentation By End User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 22. Russia Robo Advisory Market
- 22.1. Russia Robo Advisory Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 22.2. Russia Robo Advisory Market, Segmentation By Provider, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 22.3. Russia Robo Advisory Market, Segmentation By End User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 23. North America Robo Advisory Market
- 23.1. North America Robo Advisory Market Overview
- 23.2. North America Robo Advisory Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 23.3. North America Robo Advisory Market, Segmentation By Provider, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 23.4. North America Robo Advisory Market, Segmentation By End User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 24. USA Robo Advisory Market
- 24.1. USA Robo Advisory Market Overview
- 24.2. USA Robo Advisory Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 24.3. USA Robo Advisory Market, Segmentation By Provider, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 24.4. USA Robo Advisory Market, Segmentation By End User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 25. Canada Robo Advisory Market
- 25.1. Canada Robo Advisory Market Overview
- 25.2. Canada Robo Advisory Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 25.3. Canada Robo Advisory Market, Segmentation By Provider, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 25.4. Canada Robo Advisory Market, Segmentation By End User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 26. South America Robo Advisory Market
- 26.1. South America Robo Advisory Market Overview
- 26.2. South America Robo Advisory Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 26.3. South America Robo Advisory Market, Segmentation By Provider, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 26.4. South America Robo Advisory Market, Segmentation By End User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 27. Brazil Robo Advisory Market
- 27.1. Brazil Robo Advisory Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 27.2. Brazil Robo Advisory Market, Segmentation By Provider, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 27.3. Brazil Robo Advisory Market, Segmentation By End User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 28. Middle East Robo Advisory Market
- 28.1. Middle East Robo Advisory Market Overview
- 28.2. Middle East Robo Advisory Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 28.3. Middle East Robo Advisory Market, Segmentation By Provider, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 28.4. Middle East Robo Advisory Market, Segmentation By End User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 29. Africa Robo Advisory Market
- 29.1. Africa Robo Advisory Market Overview
- 29.2. Africa Robo Advisory Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 29.3. Africa Robo Advisory Market, Segmentation By Provider, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 29.4. Africa Robo Advisory Market, Segmentation By End User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 30. Robo Advisory Market Competitive Landscape And Company Profiles
- 30.1. Robo Advisory Market Competitive Landscape
- 30.2. Robo Advisory Market Company Profiles
- 30.2.1. Betterment LLC Overview, Products and Services, Strategy and Financial Analysis
- 30.2.2. Charles Schwab & Co. Inc. Overview, Products and Services, Strategy and Financial Analysis
- 30.2.3. Wealthfront Corporation Overview, Products and Services, Strategy and Financial Analysis
- 30.2.4. Personal Capital Corporation Overview, Products and Services, Strategy and Financial Analysis
- 30.2.5. Bambu Labs Inc. Overview, Products and Services, Strategy and Financial Analysis
- 31. Robo Advisory Market Other Major And Innovative Companies
- 31.1. Blooom Inc.
- 31.2. Ellevest Inc.
- 31.3. FutureAdvisor Inc.
- 31.4. Nutmeg Saving and Investment Limited
- 31.5. SigFig Wealth Management LLC
- 31.6. The Vanguard Group Inc.
- 31.7. Social Finance Inc.
- 31.8. Hedgeable Inc.
- 31.9. WiseBanyan Inc.
- 31.10. AssetBuilder Inc.
- 31.11. Ally Financial Inc.
- 31.12. Axos Invest Inc.
- 31.13. Scalable Capital Limited
- 31.14. Moneyfarm Ltd.
- 31.15. Acorns Grow Incorporated
- 32. Global Robo Advisory Market Competitive Benchmarking And Dashboard
- 33. Key Mergers And Acquisitions In The Robo Advisory Market
- 34. Recent Developments In The Robo Advisory Market
- 35. Robo Advisory Market High Potential Countries, Segments and Strategies
- 35.1 Robo Advisory Market In 2029 - Countries Offering Most New Opportunities
- 35.2 Robo Advisory Market In 2029 - Segments Offering Most New Opportunities
- 35.3 Robo Advisory 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
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