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Personal Finance & Money Management Software Developers - Industry Market Research Report

Personal Finance & Money Management Software Developers

The Personal Finance and Money Management Software Developers industry is currently in a period of slow growth. As free-to-use, web-based personal finance programs became available, more consumers opted to use these services over industry products. Over the next five years, continued economic recovery will compel high-income consumers, this industry's biggest market, to hire financial advisors. Furthermore, growth will continue due to licensing by banking institutions and a switch to the software-as-a-service model.

Companies in this industry create personal finance management software. Products are aimed at allowing users to manage disparate financial holdings. Software will often provide single-password access to multiple sources and provide some account aggregation functionality. This industry includes both packaged software and online-only software.

This report covers the scope, size, disposition and growth of the industry including the key sensitivities and success factors. Also included are five year industry forecasts, growth rates and an analysis of the industry key players and their market shares.


  • About this Industry
  • Industry at a Glance
    • Table Key Statistics Snapshot
    • Table Revenue vs. employment growth
    • Table Products and services segmentation (2017)
    • Table Industry Structure
  • Industry Performance
    • Table Per capita disposable income
    • Table Industry revenue
    • Table Life Cycle Stage
  • Products & Markets
    • Table KEY BUYING INDUSTRIES
    • Table KEY SELLING INDUSTRIES
    • Table Products and services segmentation (2017)
    • Table Major market segmentation (2017)
    • Table Business Locations 2017
    • Table Distribution of establishments vs. population
  • Competitive Landscape
    • Table Sector vs. Industry Costs
    • Table Barriers to Entry checklist
  • Major Companies
    • Table Major players
    • Table Intuit Inc. (US personal finance products and services) - financial performance*
    • Table Envestnet Inc. - financial performance
  • Operating Conditions
    • Table Capital intensity
    • Table Tools of the Trade: Growth Strategies for Success
    • Table Volatility vs Growth
  • Key Statistics
    • Table Industry Data
    • Table Annual Change
    • Table Key Ratios
  • Jargon & Glossary

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